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Group notifications

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Overview

Group notifications are specialized alerts dispatched to an individual or multiple recipients simultaneously. These are primarily sent as in-app notifications; however, some may also be delivered via SMS.

notifications screen

When considering whether to use an alert or group notification, consult the guide below. For details on configuring parameters, please refer to the relevant documentation.

What you want to do What to use
Send the same message to several people at the same time, such as an announcement Alert
Send different messages to different people at the same time, through SMS or in-app alert Group notification
Send a message that contains a clickable URL, such as a survey Alert
Send a message to one person Alert

Sending alerts

Alerts can be transmitted as either SMS or in-app messages and may include URLs. Here, the same message is relayed to the designated recipients.

Steps

  • Access the Vymo web app.

  • Navigate to Settings > Users.

  • Choose the users for the alert.

  • Hit Alert, then select the alert type: SMS or Push.

  • For SMS: Opt for a template. Note: The message content is fixed.

  • For Push: Determine a title, and message, and, if necessary, add a URL.

  • Click Alert. The dispatch is immediate.

notifications screen

Sending group notifications without a call to action

Group notifications enable the sending of diverse messages to distinct groups. The procedure requires uploading a .xls or .xlsx file detailing messages and recipient IDs. Each file can hold up to 399 messages. For larger groups, divide them into batches of 399.

Bulk notifications with CTAs are internally available but not yet customer-accessible.

Upon file upload, notifications are dispatched immediately, without scheduling

A few things to keep in mind before you upload a file:

  • Retrieve User IDs from Settings > Users.

Steps

  1. Log in to the Vymo web app.
  2. Get the upload template (Settings > Users > Bulk Notification > Download Template) and save the file on your computer.notifications upload template
  3. Load the file with data. Make sure of the following things:
    • The User ID column is not empty. It's a required column, and upload fails if this column is left blank. If a more than one message must be sent to a person, create separate rows for each message text with with the same user ID.
    • The title does not exceed 50 characters.
    • The description, which is the message text, does not exceed 500 characters.
    • The sheet name is not changed.
  4. Return to the web app and click Settings > Users > Bulk Notification again.
  5. Select the type of notification. This information is used only for internal analysis, and is not visible to customers.
  6. Click Select File, select the file you created, and click Submit.
  7. Wait for the file to be uploaded. When the process in over, you're shown the upload status.

If the upload process encounters an error, you get an error report that you can use to locate the error and fix it.

Sending group notifications with a call to action

  1. Prepare an upload file in the following format: notifications upload template
  2. Load the file with data. Make sure of the following things:
    • The User ID column is not empty. It's a required column, and upload fails if this column is left blank. Create separate rows for each message to be sent to each user ID.
    • The title does not exceed 50 characters.
    • The message does not exceed 500 characters.
    • The call to action (CTA) is one of the following options only: View Lead Details, View Partner Details, View Activity Details, View Calendar, View Backlog, Update State. Do not enter any other text in this column; if you do, the notifications aren't sent correctly.
    • The code is a valid Vymo code. If this field is left blank, the details or calendar that's displayed on tapping belongs to the person whose user ID is mentioned in the first column. Use the following codes:
      • View Lead Details: The lead's ID
      • View Partner Details: The partner's ID
      • View Activity Details: The activity code
      • View Calendar: The person's user ID
      • View Backlog: The person's user ID
      • Update State: The lead's ID
  3. Log in to the Vymo web app.
  4. Click Settings > Users > Bulk Notification.
  5. Select the type of notification. This information is used only for internal analysis, and is not visible to customers.
  6. Click Select File, select the file you created, and click Submit.
  7. Wait for the file to be uploaded. When the process in over, you're shown the upload status.

FAQs

Can I receive notifications on the web app?
No, notifications go to only mobile devices.
Can I send notifications through the mobile app?
No, group notifications can be sent only through the web app.
Who can send group notifications?
Administrators.
Can I send a notification to a team member who is not using the Vymo app?
No. The person must be a registered user of the Vymo app to receive notifications.
What happens if someone's phone is offline when the group notification was sent?
The message is delivered when the app comes back online. The message is also available on the Notification screen in the app.
Can I change the text of notifications?
For SMS alerts, no. For push alerts, yes. For group notifications, yes. For standard notifications, no.

See also

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