24 Sep AlertZee Intro
Applicable accounts: ‘Regular’ Account ‘Enterprise’ Account
1. Go to this link on your phone, download the file and click to install the AlertZee app: https://franchizemanager.com/
2. When you open it, go to settings page (pic 1 left) and enter details below and click “Update Settings” buttons (pic 2 right).
3. You are now connected up to the FZM Demo site. You are registered as “Rob Hopkins”, so on the demo site if you go Directory > Search Staff Members you will see.
Some examples of what you can do:
a. Just send a message to one staff member (eg Rob Hopkins):
- in FZM go to Directory > Search Staff Members
- open Rob Hopkins staff record
- click “Send Alert”, fill in details of the Alert, note that Rob has already been added to the send list
- click “Send”
- What happens next?
- Rob Hopkins will be sent an alert
- the push notification will inform him
- when it is read you can go to the “Viewed History” tab on the Alert record and see who read it, when and how many times
b. Send a customer complaint notification to a staff member:
- in FZM go Franchisee > Customer Feedback > Search Feedback cases
- open any case, and click “Send Alert” button
- note the Alert is created and all the Complaint details are automatically carried across
- in the “Send to Staff” panel click “Add Target Staff” button, filter and select the staff you wish to send this alert to
- click “Send”
c. Send an Alert to group of staff/franchisees:
- in FZM go Directory > Send Alert
- fill in the details of the alert and add target staff
- click “Send”