Mobile Driver Alerts

Mobile Driver Alerts

Mobile Driver Alerts

Overview

Navigate to Configuration > General > Mobile Driver Alerts to access the Mobile Driver Alerts configuration page.
To create a mobile alert successfully, you must configure the following three essential components: Name/Title, Popup Alert Type, and Pop-Up Note.

Creating a New Alert

  1. Click Create Alert: on the Mobile Alert page, locate and click the Create Alert button. A pop-up window appears.
  2. Enter Alert Details: in the pop-up window, manually enter the Alert Name, select the Popup Alert Type from the dropdown menu, then click Create.
  3. Verify Creation: the new rule appears on the Mobile Alert Rules tab in orange, indicating it is not yet active.

    Note: the orange color indicates the rule is not yet active. To activate it, enable it in the rule detail panel.
  4. Open Rule Details: double-click the newly created rule. The rule detail panel appears on the right side of the page.
  5. Update Configuration: in the detail panel, you can modify the Alert name (if needed), Popup Alert Type, Popup Note (the message displayed to drivers), and Additional Logic (optional filtering criteria).
Select from the following popup alert types to determine when the alert should appear:
Color on Delivery PageColor on Load Page
Color on Load/Delivery PageConfirm arrival time on delivery
Force driver note delivery/pickupForce form after signing
Force form before signingForce photo before signing
Force photo on card leftForce photo on check address
Force photo on closedForce photo on delivery
Force photo on left as instructedForce photo on location drop
Force photo on pickupForce photo on rejected
Force sign on paperOpen consignment on mobile
Scan onto load page on mobileScan onto search page on mobile
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

The example below shows how to force a driver or mobile user to take a photo on an ATL (Authority to Leave) or LAI (Left as Instructed) delivery, using the Mobile Driver Alerts section of Transvirtual.
  1. On the Mobile Alert page, click Create Alert. A create new export rule pop-up displays.
  2. Fill in the details: the Alert Name, then select the Popup Alert type. This example uses the Alert Type Force Photo on Left as Instr, then click Create. The new rule displays on the Mobile Alert Rules tab in orange.

    Note: you can use the Mobile Driver Alerts page to set up the forcing of photos for other delivery events, such as Card Left. The setup is much the same, with the main difference being the Popup Alert Type selected; this is a large list with many options.
  3. Click this rule. The rule detail opens on the right side of the page, as shown below.
  4. Manually fill in the details, i.e. Popup Notes and Additional Logic. This example leaves Additional Logic blank and sets the Popup Note to Test.
    Note: the Popup Note is a mandatory field when enabling the rule. This field is what the driver or mobile user will see, so it is a good idea to make it instructional and tell the user what to do next.
  5. Enable the rule by setting the toggle to Yes, then click Update to save the changes. Once done, the alert/rule turns from orange to white, meaning 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
Note: no further setup is required, but it may take a little while for this new alert or rule to flow across to the devices and start working; 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

If you want to delete the rule, click the delete icon. A confirmation dialog pops up; click Yes and the rule is deleted from the database, as shown below.