Mobile Driver Alerts

Mobile Driver Alerts

OVERVIEW 

To access the Mobile Driver Alerts configuration page, navigate to Configuration > General > Mobile Driver Alerts.



To create a mobile alert successfully, you must configure the following three essential components:

•     Name/Title

•     Popup Alert Type

•     Pop-Up Note


CREATING A NEW ALERT

1.   Click Create Alert Button - On the Mobile Alert page, locate and click the Create Alert button. A popup window will appear.


                                                            

2.  Enter Alert Details - In the popup window:

•     Manually enter the Alert Name

•     Select the Popup Alert Type from the dropdown menu

•     Click the Create button


                                                

3.   Verify Creation - The new rule will appear on the Mobile Alert Rules tab in orange color, indicating it is not yet active.



InfoThe orange color indicates that the rule is not yet active. To activate the rule, you must enable it in the rule detail panel.

4.  Open Rule Details - Double-click on the newly created rule. The rule detail panel will appear on the right side of the page.

5. Update Configuration - In the detail panel, you can modify:

•    Alert name (if needed)

•     Popup Alert Type

•     Popup Note (the message displayed to drivers)

•     Additional Logic (optional filtering criteria

POP-UP/ALERT TYPES 

Select from the following popup alert types to determine when the alert should appear:

Alert Type

Alert Type

Color on Delivery Page

Color on Load Page

Color on Load/Delivery Page

Confirm arrival time on delivery

Force driver note delivery/pickup

Force form after signing

Force form before signing

Force photo before Signing

Force photo on card left

Force photo on check address

Force photo on closed

Force photo on delivery

Force photo on left as instructed

Force photo on location drop

Force photo on pickup

Force photo on rejected

Force sign on paper

Open consignment on mobile

Scan onto load page on mobile

Scan onto search page on mobile

POP-UP NOTE CONFIGURATION

The Popup Note is the message that will be displayed to drivers in the mobile app. This field is mandatory when enabling a rule.

Best Practices:

•    Use clear, concise instructional language

•    Tell the driver exactly what action to take next

•    Keep messages brief and easy to read on mobile devices


EXAMPLE

Refer below example to force a driver/mobile user to take a photo on an ATL (Authority to Leave) or LAI (Left as Instructed) delivery. The way to do this is using the Mobile Driver Alerts section of TransVirtual.

1. To do so, on Mobile Alert page, click on Create Alert button, create a new export rule pop-up will display.

2. Now fill the detail, i.e., Alert Name and then select the Popup Alert type. In this example the Alert Type is Force Photo on Left as Instr and then click on Create button as shown below, the new rule will display on Mobile Alert Rules tab in Orange Color.

                                                            

Info
 Note: You can use the Mobile Driver Alerts Page to setup the forcing of photos for other delivery events such as Card Left etc. The setup is much the same with the main difference being the type of Popup Alert Type selected; this is a big list with many options.

3. Now click on this rule, the rule detail will open in the right side of the page as shown below. 



4. Now, manually fill the detail i.e., Popup Notes and Additional Logic, in this example we are keep Additional Logic field as blank and in Popup Note we keep Test.
Info
1. The Popup Note is the Mandatory field while enable the rule.
2. The Popup Notes field is what the driver/mobile user will see. It is probably a good idea to have this as an instructional field-one that tells the user what to do next. 

5.Now enable the rule by clicking on Toggle and make it in Yes position and then click on Update button to save the changes. Once this has been done the alert/rule will turn from orange to white, which means that the alert is now active as shown below.



DATA FILTER

The Data Filter section allows you to define specific conditions that trigger the mobile alert. This provides granular control over when alerts are displayed.




EXAMPLE USE CASES

•    Customer-specific alerts: Trigger an alert when Customer Name = "ABC Company"

•    Location-based alerts: Trigger an alert for specific delivery zones or postcodes

•    Service-type alerts: Trigger an alert for specific service levels or product types

No further setup is required but it may take a little while for this new alert/rule to flow across to the devices and start working; however it should not take too long. This also requires the mobile devices to have a version of 208 or later to work correctly.


TO DELETE A RULE

1.  If you want to delete the rule, simply click on the delete icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from database as shown below.

                              

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