Download Everbridge Roles

 Everbridge,Inc.
MassNotification UserGuide
QuickSheetsforRoles
Version 1.0 8/11/2013 Aboutthisguide:
ThisguideisintendedtohelpanoviceuserofEverbridgeMassNotificationusethebasicfunctionalityofthe
system.Itshouldworkasaguidetobegintolearnthesystem,orasarefreshertokeepcloseathand.Thisguideis
notareplacementforEverbridgeUniversitytrainingorthefullUserManual.Itismeantasawaytogetstarted
managingcontacts,sendingnotifications,andtoprovideguidanceonindividualfunctionsofthesystemviaRole‐
specificQuickSheets.
TableofContents
QuickSheet MN: Organization Admin .................................................................................................................................... 3
Notifications ........................................................................................................................................................................ 3
Contact Management ......................................................................................................................................................... 4
Reports ................................................................................................................................................................................ 5
QuickSheet MN: Group Manager ........................................................................................................................................... 6
Notifications ........................................................................................................................................................................ 6
Contact Management ......................................................................................................................................................... 7
Reports ................................................................................................................................................................................ 7
QuickSheet MN: Dispatcher ................................................................................................................................................... 8
Notifications ........................................................................................................................................................................ 8
QuickSheet MN: Operator ..................................................................................................................................................... 9
Notifications ........................................................................................................................................................................ 9
QuickSheet MN: Data Manager ........................................................................................................................................... 10
Contact Management ....................................................................................................................................................... 10
Reports .............................................................................................................................................................................. 11
2 QuickSheetMN:OrganizationAdmin
Notifications
OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow.
IntheCreateMessagesection,composeyourmessageontheflyorclickthelink
attheupperrighttoUseamessagetemplate,andselectfromthelibraryof
approvedmessagetemplates.
IntheSelectContactssection,clickthelinkstoselectIndividuals,Groups,Rules,
orMapinordertospecifyyourtargetrecipients.
IntheSettingssection,checkandupdatetheoptionsifneeded.
ClicktheSendbuttonatthebottomtolaunchthenotification.
Schedule new Notification OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow,andcreateyournotification(asabove).
IntheSend&Savesection,clicktheradiobuttonforLater,andsetthedate&
timeforyournotification,thenclicktheSchedulebuttonatthebottomto
schedulethenotification.
Manage scheduled Notifications OntheNotifications page,ontheScheduled tab,clickthepenciliconattheleft
ofanotificationtoeditthenotification,orclickthetrashcanicontodeleteit.
OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow,andcreateyournotification(asabove).
IntheSend&Savesection,clicktheradiobuttonforSaveasanotification
template,assignaCategoryifdesired,thenclicktheSavebuttonatthebottom
toschedulethenotification.
OntheNotificationspage,clicktheTemplatestab.
UsetheSearchboxattheupperrightifneededtofindthedesiredTemplate.
Clickthecheck‐boxattheleftnexttooneormoredesiredTemplates,andthen
clicktheSendbuttonatthetoptolaunchthenotifications.
OntheUniversepage,clickSelectContactstoopenthemenu,andclickDraw
Shapes.
Chooseatoolanduseittodefinearegiononthemap:
o FreeForm–clickanddragtodrawyourshape;releasetocompletethe
shape.
o Polygon–clickeachpointtodefineyourshape;double‐clickthelastpointto
completetheshape.
o Circle–clickthecenterpointofacircleanddragtodefinetheradius;release
tocompletetheshape.
Whenallshapeshavebeenset,clicktheNewNotificationbuttonatthetop.
Composeandlaunchyournotificationinthenotificationworkflowpanelthat
opensattheleft(asabove).
Create and send new Notification Create new Notification Template Send Notification from a Template Send Notification from Universe OntheNotifications page,ontheActive/Historytab,clicktheActions linkat
theleftofanotification.
Chooseanactiontoapplytothenotification:
Manage active Notifications o Stop–stopthenotificationfrommakinganyfurthercontactattempts.
o Rebroadcast–launchthenotificationagainbutonlytothecontactswho
havenotyetconfirmed.
o SendFollowUp–startanewnotificationtocontactsbasedonhowthey
respondedtothisnotification.
3 ContactManagement
Create new Contacts Upload Contacts Edit existing Contacts Create and edit Groups Add Contacts to a Group Remove Contacts from a Group FromtheContactspage,clicktheAddContactbuttontocreateanewcontact.
IntheGeneralInformationsection,fillintheappropriateinformation.The
FirstName,LastName,ExternalID,andRecordTypefieldsarerequired.
IntheAddressInformationsection,adduptofivelocationsforthecontact.
Afterenteringthestreetaddressinformation,selectthebestmatchfromthe
SelectAddressdrop‐downlisttocompletetheLongitudeandLatitudedata.
IntheContactPathssection,selectmethodsfromtheAddadeliverymethod
drop‐downlist,andthencompletetheDeviceAddressdetailsforeachmethod.
Usetheupanddownarrowsattherightofamethodtoadjusttheorder.
IntheAdditionalInformationsection,selectafieldfromtheAddan
AdditionalInformationdrop‐downlist,andthencompletethedetailsforeach
customfield.
ClicktheSavebuttonatthebottomtosavethecontact.
FromtheContactspage,ontheUploadstab,clicktheUploadtoportalbuttonto
beginabulkuploadofcontacts.
ChooseaproperlyformatteduploadfileinCommaSeparatedValue(.CSV)
format,andclicktheUploadtoportalbutton.
Chooseamethodtoapplytheupload:
o Update–insertnewcontactsandupdateexistingcontacts.
o ReplacecontactswithRecordType–replaceallcontactswithRecord
Typesthatexistintheuploadfile.Ifacontactisnotinthenewfile,that
contactwillbedeleted.
o Delete–removethecontactslistedintheuploadfilefromthecontact
database.
Aftertheuploadiscompleteyoucanviewtheresultsbyclickingthemagnifying
glassiconontheleft.Thiswillshowthenumberofcontactsloadedwithout
error,witherror,ornotloadedduetoacriticalerror.Anyerrorswillbelisted,
allowingyoutomakecorrectionstoyouruploadfiletofixtheerrors.
FromtheContactspage,ontheContactstab,clickthepenciliconattheleftofa
contacttoeditacontact.
Addorupdateinformationonthecontact’sdetailpage,andclicktheSave
buttonatthebottom.
FromtheContactspage,ontheGroupstab,clicktheAddGrouplinktocreatea
newgroup.Typeanameforthegroup.
Clickthepenciliconattherightofagrouptoedititsname.
Clickanddragagrouptomoveit.Dropthegrouponanothergrouptomakeita
subgroup.
FromtheContactspage,ontheContactstab,clickthecheck‐boxnexttooneor
morecontacts.
ClicktheAddtogroupbutton,thenchoosethetargetgroupfromthetreeand
clicktheOKbutton.
FromtheContactspage,ontheGroupstab,clickthegroupinthetreeonthe
lefttodisplaythemembersofthegroup.
Clickthecheck‐boxnexttooneormorecontacts.
ClicktheRemovecontactsfromgroupbutton.Thecontactswillnotbedeleted
fromthecontactsdatabase,justremovedfromtheselectedgroup.
4 Create new Rules FromtheContactspage,ontheRulestab,clicktheAddbuttontocreateanew
rule.
GivetheRuleaname,thendefineoneormorecriteriaforyourRulebyaddinga
Field,settingtheCondition,andaValuetocompare.
PreviewyourRuletoensureitreturnstheContactsyouexpect,andthenSave
whensatisfied.
Reports
OntheReportspage,chooseaQuickReportfromthelistatleft,andclickthe
ViewReportbutton:
o NotificationSummary–anoverallcountofNotificationssentduringadate
range,bothtotalbymonth,andbyNotificationtypebymonth.
o EventAnalysis–anaggregatereportonconfirmationrate,bothtotalandby
path,andindividualNotificationsincludedintheselectedEvent.
o DetailedNotificationAnalysis–detailedcallresultsstatisticsandtracking
ofattemptsovertime,infiveminuteincrements.
OntheReportspage,clicktheCreateReportbutton.
SelectfromtheReporttypeboxeitherNotificationsorContactstochoose
whichlistoffieldstobuildupon.
Clickanddragthefieldsyouwishtoincludefromthebuildlistontheleft.Drop
fieldsintotheDatasectiontoincludethatfieldasacolumn.Reorderthefields
byclickinganddraggingupordownintheDatalist.Removeafieldbyclicking
thetrashcaniconattheright.
Inordertonarrowthedatasetforyourreport,dropfieldsintotheFilters
section,andsettheEquationandParameterfields.
ClicktheRunReportbuttonatthebottomtogenerateyourreport.Clickthe
PDForCSVbuttonstodownloadyourreport.
GivetheReportanameandclicktheSavebuttontoaddittoyourlistofCustom
Reports.
OntheReportspage,clickthelinkfortheCustomReportyouwishtoview.On
theCustomReportpage,adjustanysettingsifneeded,andclicktheRun
Reportbuttontogenerateyourreport.ClickthePDForCSVbuttonsto
downloadyourreport.
View Quick Reports Create Custom Reports View Custom Reports 5 QuickSheetMN:GroupManager
Notifications
OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow.
IntheCreateMessagesection,composeyourmessageontheflyorclickthelink
attheupperrighttoUseamessagetemplate,andselectfromthelibraryof
approvedmessagetemplates.
IntheSelectContactssection,clickthelinkstoselectIndividuals,Groups,Rules,
orMapinordertospecifyyourtargetrecipients.
IntheSettingssection,checkandupdatetheoptionsifneeded.
ClicktheSendbuttonatthebottomtolaunchthenotification.
Schedule new Notification OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow,andcreateyournotification(asabove).
IntheSend&Savesection,clicktheradiobuttonforLater,andsetthedate&
timeforyournotification,thenclicktheSchedulebuttonatthebottomto
schedulethenotification.
Manage scheduled Notifications OntheNotifications page,ontheScheduled tab,clickthepenciliconattheleft
ofanotificationtoeditthenotification,orclickthetrashcanicontodeleteit.
OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow,andcreateyournotification(asabove).
IntheSend&Savesection,clicktheradiobuttonforSaveasanotification
template,assignaCategoryifdesired,thenclicktheSavebuttonatthebottom
toschedulethenotification.
OntheNotificationspage,clicktheTemplatestab.
UsetheSearchboxattheupperrightifneededtofindthedesiredTemplate.
Clickthecheck‐boxattheleftnexttooneormoredesiredTemplates,andthen
clicktheSendbuttonatthetoptolaunchthenotifications.
OntheUniversepage,clickSelectContactstoopenthemenu,andclickDraw
Shapes.
Chooseatoolanduseittodefinearegiononthemap:
o FreeForm–clickanddragtodrawyourshape;releasetocompletethe
shape.
o Polygon–clickeachpointtodefineyourshape;double‐clickthelastpointto
completetheshape.
o Circle–clickthecenterpointofacircleanddragtodefinetheradius;release
tocompletetheshape.
Whenallshapeshavebeenset,clicktheNewNotificationbuttonatthetop.
Composeandlaunchyournotificationinthenotificationworkflowpanelthat
opensattheleft(asabove).
Create and send new Notification Create new Notification Template Send Notification from a Template Send Notification from Universe OntheNotifications page,ontheActive/Historytab,clicktheActions linkat
theleftofanotification.
Chooseanactiontoapplytothenotification:
Manage active Notifications o Stop–stopthenotificationfrommakinganyfurthercontactattempts.
o Rebroadcast–launchthenotificationagainbutonlytothecontactswho
havenotyetconfirmed.
o SendFollowUp–startanewnotificationtocontactsbasedonhowthey
respondedtothisnotification.
6 ContactManagement
FromtheContactspage,clickthepenciliconattheleftofacontacttoedita
contact.
Addorupdateinformationonthecontact’sdetailpage,andclicktheSave
buttonatthebottom.
Create new Rules FromtheContactspage,ontheRulestab,clicktheAddbuttontocreateanew
rule.
GivetheRuleaname,thendefineoneormorecriteriaforyourRulebyaddinga
Field,settingtheCondition,andaValuetocompare.
PreviewyourRuletoensureitreturnsthecontactsyouexpect,andthenSave
whensatisfied.
Reports
OntheReportspage,chooseaQuickReportfromthelistatleft,andclickthe
ViewReportbutton:
o NotificationSummary–anoverallcountofNotificationssentduringadate
range,bothtotalbymonth,andbyNotificationtypebymonth.
o EventAnalysis–anaggregatereportonconfirmationrate,bothtotalandby
path,andindividualNotificationsincludedintheselectedEvent.
o DetailedNotificationAnalysis–detailedcallresultsstatisticsandtracking
ofattemptsovertime,infiveminuteincrements.
OntheReportspage,clicktheCreateReportbutton.
SelectfromtheReporttypeboxeitherNotificationsorContactstochoose
whichlistoffieldstobuildupon.
Clickanddragthefieldsyouwishtoincludefromthebuildlistontheleft.Drop
fieldsintotheDatasectiontoincludethatfieldasacolumn.Reorderthefields
byclickinganddraggingupordownintheDatalist.Removeafieldbyclicking
thetrashcaniconattheright.
Inordertonarrowthedatasetforyourreport,dropfieldsintotheFilters
section,andsettheEquationandParameterfields.
ClicktheRunReportbuttonatthebottomtogenerateyourreport.Clickthe
PDForCSVbuttonstodownloadyourreport.
GivetheReportanameandclicktheSavebuttontoaddittoyourlistofCustom
Reports.
OntheReportspage,clickthelinkfortheCustomReportyouwishtoview.On
theCustomReportpage,adjustanysettingsifneeded,andclicktheRun
Reportbuttontogenerateyourreport.ClickthePDForCSVbuttonsto
downloadyourreport.
Edit Contacts View Quick Reports Create Custom Reports View Custom Reports 7 QuickSheetMN:Dispatcher
Notifications
OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow.
IntheCreateMessagesection,composeyourmessageontheflyorclickthelink
attheupperrighttoUseamessagetemplate,andselectfromthelibraryof
approvedmessagetemplates.
IntheSelectContactssection,clickthelinkstoselectIndividuals,Groups,Rules,
orMapinordertospecifyyourtargetrecipients.
IntheSettingssection,checkandupdatetheoptionsifneeded.
ClicktheSendbuttonatthebottomtolaunchthenotification.
Schedule new Notification OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow,andcreateyournotification(asabove).
IntheSend&Savesection,clicktheradiobuttonforLater,andsetthedate&
timeforyournotification,thenclicktheSchedulebuttonatthebottomto
schedulethenotification.
Manage scheduled Notifications OntheNotifications page,ontheScheduled tab,clickthepenciliconattheleft
ofanotificationtoeditthenotification,orclickthetrashcanicontodeleteit.
OntheNotificationspage,clicktheNewNotificationbuttontoenterthe
notificationworkflow,andcreateyournotification(asabove).
IntheSend&Savesection,clicktheradiobuttonforSaveasanotification
template,assignaCategoryifdesired,thenclicktheSavebuttonatthebottom
toschedulethenotification.
OntheNotificationspage,clicktheTemplatestab.
UsetheSearchboxattheupperrightifneededtofindthedesiredTemplate.
Clickthecheck‐boxattheleftnexttooneormoredesiredTemplates,andthen
clicktheSendbuttonatthetoptolaunchthenotifications.
OntheUniversepage,clickSelectContactstoopenthemenu,andclickDraw
Shapes.
Chooseatoolanduseittodefinearegiononthemap:
o FreeForm–clickanddragtodrawyourshape;releasetocompletethe
shape.
o Polygon–clickeachpointtodefineyourshape;double‐clickthelastpointto
completetheshape.
o Circle–clickthecenterpointofacircleanddragtodefinetheradius;release
tocompletetheshape.
Whenallshapeshavebeenset,clicktheNewNotificationbuttonatthetop.
Composeandlaunchyournotificationinthenotificationworkflowpanelthat
opensattheleft(asabove).
OntheNotifications page,ontheActive/Historytab,clicktheActions linkat
theleftofanotification.
Chooseanactiontoapplytothenotification:
o Stop–stopthenotificationfrommakinganyfurthercontactattempts.
o Rebroadcast–launchthenotificationagainbutonlytothecontactswho
havenotyetconfirmed.
o SendFollowUp–startanewnotificationtocontactsbasedonhowthey
respondedtothisnotification.
Create and send new Notification Create new Notification Template Send Notification from a Template Send Notification from Universe Manage active Notifications 8 QuickSheetMN:Operator
Notifications
Send Notification from a Template Manage active Notifications OntheNotificationspage,clicktheTemplatestab.
UsetheSearchboxattheupperrightifneededtofindthedesiredTemplate.
Clickthecheck‐boxattheleftnexttooneormoredesiredTemplates,andthen
clicktheSendbuttonatthetoptolaunchthenotifications.
OntheNotifications page,ontheActive/Historytab,clicktheActions linkat
theleftofanotification.
Chooseanactiontoapplytothenotification:
o Stop–stopthenotificationfrommakinganyfurthercontactattempts.
o Rebroadcast–launchthenotificationagainbutonlytothecontactswho
havenotyetconfirmed.
o SendFollowUp–startanewnotificationtocontactsbasedonhowthey
respondedtothisnotification.
9 QuickSheetMN:DataManager
ContactManagement
Create new Contacts Upload Contacts Edit existing Contacts Create and edit Groups Add Contacts to a Group FromtheContactspage,clicktheAddContactbuttontocreateanewcontact.
IntheGeneralInformationsection,fillintheappropriateinformation.The
FirstName,LastName,ExternalID,andRecordTypefieldsarerequired.
IntheAddressInformationsection,adduptofivelocationsforthecontact.
Afterenteringthestreetaddressinformation,selectthebestmatchfromthe
SelectAddressdrop‐downlisttocompletetheLongitudeandLatitudedata.
IntheContactPathssection,selectmethodsfromtheAddadeliverymethod
drop‐downlist,andthencompletetheDeviceAddressdetailsforeachmethod.
Usetheupanddownarrowsattherightofamethodtoadjusttheorder.
IntheAdditionalInformationsection,selectafieldfromtheAddan
AdditionalInformationdrop‐downlist,andthencompletethedetailsforeach
customfield.
ClicktheSavebuttonatthebottomtosavethecontact.
FromtheContactspage,ontheUploadstab,clicktheUploadtoportalbuttonto
beginabulkuploadofcontacts.
ChooseaproperlyformatteduploadfileinCommaSeparatedValue(.CSV)
format,andclicktheUploadtoportalbutton.
Chooseamethodtoapplytheupload:
o Update–insertnewcontactsandupdateexistingcontacts.
o ReplacecontactswithRecordType–replaceallcontactswithRecord
Typesthatexistintheuploadfile.Ifacontactisnotinthenewfile,that
contactwillbedeleted.
o Delete–removethecontactslistedintheuploadfilefromthecontact
database.
Aftertheuploadiscompleteyoucanviewtheresultsbyclickingthemagnifying
glassiconontheleft.Thiswillshowthenumberofcontactsloadedwithout
error,witherror,ornotloadedduetoacriticalerror.Anyerrorswillbelisted,
allowingyoutomakecorrectionstoyouruploadfiletofixtheerrors.
FromtheContactspage,ontheContactstab,clickthepenciliconattheleftofa
contacttoeditacontact.
Addorupdateinformationonthecontact’sdetailpage,andclicktheSave
buttonatthebottom.
FromtheContactspage,ontheGroupstab,clicktheAddGrouplinktocreatea
newgroup.Typeanameforthegroup.
Clickthepenciliconattherightofagrouptoedititsname.
Clickanddragagrouptomoveit.Dropthegrouponanothergrouptomakeita
subgroup.
FromtheContactspage,ontheContactstab,clickthecheck‐boxnexttooneor
morecontacts.
ClicktheAddtogroupbutton,thenchoosethetargetgroupfromthetreeand
clicktheOKbutton.
10 FromtheContactspage,ontheGroupstab,clickthegroupinthetreeonthe
lefttodisplaythemembersofthegroup.
Clickthecheck‐boxnexttooneormorecontacts.
ClicktheRemovecontactsfromgroupbutton.Thecontactswillnotbedeleted
fromthecontactsdatabase,justremovedfromtheselectedgroup.
Create new Rules FromtheContactspage,ontheRulestab,clicktheAddbuttontocreateanew
rule.
GivetheRuleaname,thendefineoneormorecriteriaforyourRulebyaddinga
Field,settingtheCondition,andaValuetocompare.
PreviewyourRuletoensureitreturnsthecontactsyouexpect,andthenSave
whensatisfied.
Reports
OntheReportspage,clicktheCreateReportbutton.
Clickanddragthefieldsyouwishtoincludefromthebuildlistontheleft.Drop
fieldsintotheDatasectiontoincludethatfieldasacolumn.Reorderthefields
byclickinganddraggingupordownintheDatalist.Removeafieldbyclicking
thetrashcaniconattheright.
Inordertonarrowthedatasetforyourreport,dropfieldsintotheFilters
section,andsettheEquationandParameterfields.
ClicktheRunReportbuttonatthebottomtogenerateyourreport.Clickthe
PDForCSVbuttonstodownloadyourreport.
GivetheReportanameandclicktheSavebuttontoaddittoyourlistofCustom
Reports.
OntheReportspage,clickthelinkfortheCustomReportyouwishtoview.On
theCustomReportpage,adjustanysettingsifneeded,andclicktheRun
Reportbuttontogenerateyourreport.ClickthePDForCSVbuttonsto
downloadyourreport.
Remove Contacts from a Group Create Custom Reports View Custom Reports 11