How To Create A Notification on Civify

This guide provides a step-by-step process for creating and sending notifications, ensuring clear and effective communication with all relevant stakeholders. It highlights the importance of geo-location features to target specific residents and offers tips on using templates and variables for personalized messaging. By following this guide, users can streamline their notification process and enhance their communication strategy, ultimately improving project management and community engagement.

22 steps

Civify

Constructionsitetech

Navigate to the Admin Portal.

Click "Notifications"

Click "Add Notification"

Select the notification type. Often times, you'll want to "Notify All" to make sure you capture all subscribers. You may also notify contact methods independently, but keep in mind that various users may select different notification types.

Select the project you wish to notify the subscribers of.

To use the map selection feature, select "Select on map". Alternatively, you may also "Select All" or choose residents individually.

Zoom in toward your project area.

Tip! You will notice a red blip which signifies the project location. Blue markers represent residents.

Click the lasso button to draw a box around the affected area you wish to notify.

Click your first point.

Continue clicking around the map to draw a lasso around the people you want to notify.

When you've finished selecting your area, double-click.

Click "Confirm"

Now, with residents populated based on geo-location, move on.

Next you may enter an email subject.

Click within the text editor to compose your message. This is a full HTML so load it up with text formatting as you wish!

Tip! Variables can be used to have the system automatically insert things such as first name, last name, project name, etc.. Remember to insert a space between variables.

Let's use Regi for an example. With the variable, his email will read "Hello Regi"

Add a signature to show who the email is coming from.

With our message fully composed, we will move to the next step.

Tip! Templates help save time and create standard messages for your organization.

SMS/Robo Call messages allow saved templates as well.

When all messages are created, we will schedule the delivery time of our message.

Alert! Remember to send messages only during normal hours.

Click here to select the time.

When you're ready, hit save! The messages will go out at your selected time.

Alert! Messages can only be changed up to 5 minutes before scheduling sending.