Custom Fields

Custom Fields

Custom Fields

In the CUSTOM FIELDS module you will be able to define the custom fields you work with. To manage the custom fields, follow the instructions below:

Add Custom Field

  • Press on Settings from the left menu
  • Press on Custom fields from the Advanced section
  • Select the custom field type:
    • User form
    • Vehicle form
    • Location form
    • Operations form
    • Partner form
    • Contact form
  • Fill in the fields and press the Save button

Edit Custom Field

  • Press on Settings from the left menu
  • Press on Custom fields from the Advanced section
  • Press on the eye icon from a custom field in the table
  • Fill in the fields and press the Save button

Delete Custom Field

  • Press on Settings from the left menu
  • Press on Custom fields from the Advanced section
  • Press on the trash can icon from a custom field in the table
  • Press on the Delete button to confirm the deletion of the custom field


List Management

In the LIST MANAGEMENT module you will be able to define the items of existing lists. To manage the list items, follow the instructions below:

Add List

  • Press on Settings from the left menu
  • Press on List Management from the Advanced section
  • Press on the Add List button
  • Fill in the fields and press the Save button

Edit List

  • Press on Settings from the left menu
  • Press on List Management from the Advanced section
  • Press on the eye icon from a list in the table
  • Fill in the fields and press the Save button

Delete List

  • Press on Settings from the left menu
  • Press on List Management from the Advanced section
  • Press on the trash can icon from a list in the table
  • Press on the Delete button to confirm the deletion of the list

Add List Item

  • Press on Settings from the left menu
  • Press on List Management from the Advanced section
  • Press on a list from the table
  • Press on the ADD NEW ITEM button
  • Fill in the fields and press the Save button

Edit List Item

  • Press on Settings from the left menu
  • Press on List Management from the Advanced section
  • Press on a list from the table
  • Press on the eye icon from a list item in the table
  • Fill in the fields and press the Save button

Delete List Item

  • Press on Settings from the left menu
  • Press on List Management from the Advanced section
  • Press on a list from the table
  • Press on the trash can icon from a list item in the table
  • Press on the Delete button to confirm the deletion of the list item


SMS Automation

In the SMS Automation module you will be able to define the message templates that can also be automated with specific actions and conditions. To manage SMS automations, follow the instructions below:

Add Message Template & Automation

  • Press on Settings from the left menu
  • Press on Message Templates from the Advanced section
  • Press on the Add Message button
  • Fill in the fields and press the Next button
  • Select the automation type:
    • No automation - create a message with no automation
    • Action based - create a message with automation that is based on user actions and different conditions
    • Time based - create a message with automation that is based on a specific moment in time and different conditions
  • Select conditions and press the save button

Edit Message Template & Automation

  • Press on Settings from the left menu
  • Press on Message Templates from the Advanced section
  • Press on the eye icon from a message template
  • Fill in the fields and press the Next button
  • Select the automation type:
    • No automation - Create a message with no automation
    • Action based - Create a message with automation that is based on user actions and different conditions
    • Time based - Create a message with automation that is based on a specific moment in time and different conditions
  • Select conditions and press the save button

Delete Message Template

  • Press on Settings from the left menu
  • Press on Message Templates from the Advanced section
  • Press on the trash can icon from a message template in the table
  • Press on the Delete button to confirm the deletion of the message template

Add Automation

  • Press on Settings from the left menu
  • Press on SMS Automations from the Advanced section
  • Press on the Add New Automation button
  • Fill in the fields and press the Next button
  • Select the automation type:
    • No automation - Create a message with no automation
    • Action based - Create a message with automation that is based on user actions and different conditions
    • Time based - Create a message with automation that is based on a specific moment in time and different conditions
  • Select conditions and press the save button

Activate / Deactivate Automation

  • Press on Settings from the left menu
  • Press on SMS Automations from the Advanced section
  • Press on the Assign / Remove button to activate or deactivate an automation


Report Builder

In the REPORT BUILDER module you will be able to define custom reports. To manage the report builder, follow the instructions below:

Create Report

  • Press on Settings from the left menu
  • Press on Report Builder from the Advanced section
  • Press on the Add Report button
  • Fill in the fields and press the Next button
  • Select the automation type:
    • No automation - Create a message with no automation
    • Action based - Create a message with automation that is based on user actions and different conditions
    • Time based - Create a message with automation that is based on a specific moment in time and different conditions
  • Fill in the fields in the following steps:
    • Details - Basic report dimensions and details
    • Filters - Multiple and different conditions to filter the report
    • Automation - Schedule when the report will trigger
  • Press the Save button

Edit Report

  • Press on Settings from the left menu
  • Press on Report Builder from the Advanced section
  • Press on the eye icon from a report in the table
  • Fill in the fields and press the Next button
  • Select the automation type:
    • No automation - Create a message with no automation
    • Action based - Create a message with automation that is based on user actions and different conditions
    • Time based - Create a message with automation that is based on a specific moment in time and different conditions
  • Fill in the fields in the following steps:
    • Details - Basic report dimensions and details
    • Filters - Multiple and different conditions to filter the report
    • Automation - Schedule when the report will trigger
  • Press the Save button

Delete Report

  • Press on Settings from the left menu
  • Press on Report Builder from the Advanced section
  • Press on the trash can icon from a report in the table
  • Press on the Delete button to confirm the deletion of the report


Alerts

In the ALERTS module you will be able to define the alerts that can also be automated with specific actions and conditions. To manage the alerts, follow the instructions below:

Add Alert

  • Press on Settings from the left menu

  • Press on Alerts from the Advanced section

  • Press on the Add Alert button

  • Fill in the fields in the following steps:

    • Details - Basic report dimensions and details

    • Filters - Multiple and different conditions to filter the report

  • Press the Save button

Edit Alert

  • Press on Settings from the left menu

  • Press on Alerts from the Advanced section

  • Fill in the fields in the following steps:

    • Details - Basic report dimensions and details

    • Filters - Multiple and different conditions to filter the report

  • Press the Save button

Delete Alert

  • Press on Settings from the left menu

  • Press on Alerts from the Advanced section

  • Press on the trash can icon from an alert in the table

  • Press on the Delete button to confirm the deletion of the alert




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