Configuring Automation Rules for Activating Notifications

You will configure automation rules to let Loc8 know on which type of event should the notifications be triggered, which message template must be used to structure the notification, what conditions must be met for the notification to be sent out and what actions should the automation rule finally perform. For example, an automation rule can be set up to notify the customer contact (person with whom you touch-base on a daily basis from the customer's side) on any change in technician appointments.

STEP 1 Go to the Settings page to access Automation Rules.

And, open the Automation Rules page.

Applying the Standard Automation Rules

Select one of the entity types (i.e. Jobs, Assets, etc. from the dropdown under Message templates) and choose from the list of possible automation rules. 

If you are directly using one of the standard message templates or you've customised a standard message template, then you will find a corresponding automation rule already available under the same entity type. 

For example, the message template A TECHNICIAN IS EN ROUTE (END CUSTOMER) exists under Job, and you will find its corresponding automation rule End customer email: A technician is en route, which uses that message template, also under Jobs.

You can also add additional conditions or actions on top of the default rules using the Add button and save the changes once done. Make sure that once you have a new automation rule or you've updated an automation rule, you will have to update the respective entity (maybe just make some edits and click save) for the rule to trigger. 

This completes the necessary steps required to automate notifications.

Did this answer your question?