Creating custom notifications in PitneyTrack Inbound and the Locker Management Module

You can send customized email and text notifications to inform users when certain events occur.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

• Select the notification method and condition
• Set the schedule
• Create the message

Select the notification method and condition

1. Select Settings > Notifications and Templates.
2. Select Use Notification.
3. The system comes with several predefined templates that you can edit to customize them for your needs. To use a template to create the notification (recommended), select the edit icon next to the template you wish to use.
   
4. To create a new notification without using a template:
   1. Select Add Notification.
   2. Enter the notification Name.
   3. Under Send Via, check the Email or SMS Text box .
   4. Select the Type of notification. The options you see may vary depending upon your subscription. If you have any questions, contact your administrator.
   5. Select the Condition that will trigger the notification to be sent.

Set the schedule

1. From the Action / Send Schedule menu, select when the notification will be sent.
2. If you wish to send reminder emails, check the Send Reminders box and specify the schedule.
3. If you want this notification to be limited to only a specific division, location, or site, under Notification Visibility, select Division, Location, or Site, then select the desired one from the menu that appears.
   Note: You will only see the Notification Visibility section if this feature has been enabled by Pitney Bowes. Contact us if you need this enabled.

Create the message

Email

1. In the Email Subject field, enter or edit the email subject line.
2. (Optional) Select Load Sample Message to fill in the message with a sample message that you can then edit.
3. Enter or edit the body of the message in the large message field. To insert dynamic text such as the recipient's name, select </> Insert Variable Data Field, then select the desired item.
4. To edit the HTML code of the message, select </> Edit HTML.
5. To see an example of how the message will look, select Preview Email. Scroll down to see the preview. Select Preview Email again to close the preview.
6. Select Save.
7. To change the From name to something other than "Pitney Bowes", select the Preferences tab and enter the name you wish to use in the "Sent From" Label field. The notification emails will still come from no-reply@pb.com; only the name will be different.
8. To change the Reply-to email address to something other than no-reply@pb.com, enter the desired address in the "Reply to" email address field. The notification emails will still come from no-reply@pb.com, but if someone replies to an email notification, the reply will go to this address.

SMS Text

Text notifications are only available if your subscription includes that feature. Text notifications can only be configured for Receiving (PitneyTrack Inbound). In order for text notifications to be sent to a recipient, the Send SMS Notifications setting must be enabled for that recipient,

1. In the SMS Intro field, enter or edit the first line of the text message.
2. (Optional) Select Load Sample Message to fill in the message with a sample message that you can then edit.
3. Enter or edit the body of the message in the large message field. To insert dynamic text such as the recipient's name, select </> Insert Variable Data Field, then select the desired item.
4. To see an example of how the message will look, select Preview SMS Text. Scroll down to see the preview. Select Preview SMS Text again to close the preview.
5. Select Save.