Table of Content
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Different Urgent Notify notifications can be set by creating multiple configurations. Each configuration monitors a dialed number from selected locations or extensions and then sends a notification to a designated team.
How to Access the Urgent Notify App.
The Urgent Notify App
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. can be accessed in 2 different ways.
If you are using Sangoma’s TeamHub, navigate to the Apps gallery on the Urgent Notify Application by clicking homepage and Select Urgent Notify.
Sangoma Send can also be accessed via a browser using this link https://teamhubapp.sangoma.com/home/cpaas and selecting and then select Urgent Notify.
Log in using your Business Voice Portal Credentials.
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Open the TeamHub app.
Select “Home” in the left side menu.
Click the VIEW APPS button. in the App Gallery tile.
Scroll to the Urgent Notify tile and click the OPEN button.
How to Create a New Configuration:
Select the Configurations option from the menu on the Left side of the page.
Click the + Configuration button in the top right corner of the window.
Enter the required information as described in the Urgent Notification Configuration section below.
How to Edit an Existing Configuration:
Select the Configuration option from the menu on the Left side of the page.
Click the Actions Icon ( ⋮ ) on the right side of the desired configuration and Select Edit.
If the selected Configuration is active, click the DEACTIVATE button, in the last step of the configuration wizard.
Make the desired changes as described in the Urgent Notification Configuration section below.
How to Delete an Existing Configuration:
Select the Configuration option from the menu on the Left side of the page.
Click the Actions Icon ( ⋮ ) on the right side of the desired configuration and Select DELETE.
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How to Activate & Deactivate a Configuration
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Click the Actions Icon ( ⋮ ) on the right side of the desired configuration and Select Edit.
Click the ACTIVATE button, at the last step of the configuration wizard.
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Click the Actions Icon ( ⋮ ) on the right side of the desired configuration and Select Edit.
Click the DEACTIVATE button, at the last step of the configuration wizard.
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Enter the following information and then click to the NEXT button in the bottom right corner of the screen.
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This section of the configuration defines what will trigger the urgent notification. Enter the following information and then click to the NEXT button in the bottom right corner of the screen.
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Add or edit Contacts in the Contact list
After clicking the + Contact button to add a contact or the Edit ( 🖉 ) icon to edit a contact, enter the following information and then click the NEXT button in the bottom right corner of the screen.
Name - Enter the name of the contact.
Email or Phone - Enter how the contact is notified.
Email - Enter the email address where the notification is to be sent.
Phone Message - Enter the Text messaging number where the notification will be sent.
Click the Save button.
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4. External Data
This section is optional and is for advanced users. In this section, you can configure the notification flow to retrieve information from an external website. The information retrieved can be added as output data which then can be added to the notification messages. To get a complete guide on how to configure external data, click on the EXTERNAL DATA button.
To activate the usage of external data, select/check the checkbox next to “Get additional Data”.
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This section of the configuration defines the message that will be sent. Enter the following information and click the NEXT button in the bottom right corner of the screen.
SMS - This is the body of the SMS message that will be sent to the contacts when an Urgent Notification is triggered. This message will only be sent to the recipients that have a valid phone number added in the Contacts section.
Email - This is the subject and body of the email message that will be sent to recipients when an Urgent Notification is triggered. This message will only be sent to the recipients that have valid email addresses entered in the Contacts section.
Variables: Variables can be added to the SMS and email messages. A variable is used to provide information in the notification that will vary based on the notification. Variables in the notification are surrounded by brackets. An example use of variables might be {{dialer_name}} called from extension {{number_dialed}}, resulting in John Hopkins called from extension 1234. To see a complete list of available variables, including any external data you may have created it the External Data step, click the SEE ALL VARIABLES button. To add a variable:
Enter a left bracket { and a list of the available variables is displayed.
select the desired variable. {{dialer_name}}.
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If no response is required from the contacted personnel, ensure the “ Should contacts respond? '' checkbox is unchecked, and proceed to the Test and Activate steps below.
If a response is required from the contacted personnel, ensure the “ Should contacts respond? '' checkbox is selected/checked ( ☑ ). If the “ Should contacts respond? ” checkbox is selected/checked, a link will be added at the end of the SMS and/or email notification.
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Response Title - Enter a title for the response.
Response Form Explainer - Enter a statement that provides guidance for responding to the message.
Response Actions - At least 2 response actions are required.
Add a response action:
Click the “ + ACTION “ button to add a new action
Label - Enter a label for the response button.
Redirect URL or Phone Number:
Optionally, a URL can be provided to redirect the respondent to a different website.
Click the SAVE button.
Edit - Hover over an existing option and click the Edit ( 🖉 ) icon.
Delete - Hover over an existing option and click the Delete Ⓧ icon.
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Add a response Footer:
Click the “ + ACTION “ button to add a new footer.
Label - Enter a label for the response button.
Link - Enter the required link/URL.
Click the SAVE button.
Edit - Hover over an existing Footer and click the Edit ( 🖉 ) icon.
Delete - Hover over an existing Footer and click the Delete Ⓧ icon.
Proceed to the Test and Activate steps below.
Test and Activate
Test
Click the Test bottom
Follow the instructions as provided.
Activate
Click the ACTIVATE button at the bottom of the page.
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