Settings: User Notifications

How do I send a notification out to other MenuMetric users?

We have made a new feature to allow clear and instant communication between agents/F&I Directors and their dealers. View the instructions below to learn how to send notifications to your dealer accounts!

1. First, navigate to your account by going to Settings > User Notifications. Any user with Dealer Admin access and above will be able to see this section within their Settings tab. 
   
2. Once on the appropriate page, select + New to create a notification. 
   
3. A pop-up looking something like the following will appear. You will fill out each field based on your specifications. 
   
   1. Title: Type in the Title you would like to have your notification to appear under. 
   2. Message: Write the message you would like to communicate to your dealers in the notification. You may use the tools at the top of the message section to give your notification different types of formatting. Please note that it is not recommended to insert images into the message section as it may disrupt the formatting of your notification. 
      
      
   3. Notification Type: You can set the kind of notification you would like to have. There are 2 options here.
      1. Alert (Required Pop-up): This is used for urgent messages. When you publish the notification, the users of your dealerships will get a pop-up with your message when they log in. An example is seen in the image below. At the bottom right of the pop-up, your name will appear so other users know who the message is from. 
      2. Notification (Bell Dropdown Only): This is used for gentle reminders and information that is less urgent. The users will get an alert from their notifications bell letting them know there is a message waiting for them. 
   4. Category: There are 3 categories of notifications you can select. Selecting the category gives context to the users on what the message is about. 
      
      1. Important: This is typically used in the cases of informing the users of urgent information. 
      2. Reminders: This is used in the case of gentle reminders to the dealers for tips and tricks. 
      3. Updates: If you have an update on a change made to a dealer's account, you may use this category. 
   5. Start and End Date: Determine the duration of how long you would like this notification to appear for the dealers. 
   6. Frequency: You may select from the 5 options as to how often you would like the users to be reminded of this message. 
      
      1. One Time
      2. Daily
      3. Weekly
      4. Monthly
      5. Yearly
   7. Vendor: If you would like to filter your notification to only appear to your dealers with a certain Vendor, you may select the check box. You can then select which vendors you would like the notification to appear for using the drop-down. 
      
   8. Dealer: You may filter your notification to only appear for certain dealers. Your dealer drop-down will only include the dealership accounts you have user access. If you are not seeing a dealer that you are expecting to see, call support to be added as a multi-store user. 
   9. Industry: You may filter your notification to only appear for dealers that sell certain industry types.
      
      1. Auto
      2. RV
      3. Powersports
      4. Marine
      5. Implement (Lawnmowers, construction equipment, and tractors.)
         NOTE: If you do not set any of the filters, your message will appear for all the dealer accounts you have multi-store user access to. 
4. Once you have completed setting your preferences, the pop-up may look something like the following. You may click Save when you are done. Note that you will not see the notification, unless your login is housed in the dealer/agency account the notification is set for. 
   
5. The users of the dealer will get an alert on their notification or see the notification as a pop-up.
   

You can see the records of past notifications and current notifications in a list in your User Notifications section.