Aptly allows you to create alerts for specific contacts that are visible to your entire team. The Contact Alert can communicate important information through a red banner above the contact’s conversations and on their contact card.
In this article, you will learn:
- How to create a Contact Alert.
- When to use Contact Alerts.
How to Create a Contact Alert
- Click on Contacts.
- Click on the opposing arrows pointing away from each other to the left of the contact’s name - the contact card will appear on the right.
- Under Contact Alert, click Add Alert.
- Set an expiration date (optional) if you want to make the alert only visible for a set period of time. Once a Contact Alert expires, it will disappear with no further action.
- Enter the Contact Alert message.
- Click Save.
The Contact Alert will now display as a red banner on the contact card under Contact Alerts.
This alert will also display in a red banner above the contact’s conversations in the inbox.
When to Use Contact Alerts
Contact alerts can be used when you want to:
- Alert teammates of residents in legal action with instructions on how to handle communication.
- Highlight residents that have referred others to thank them.
- Alert team of unhappy residents who need an extra human touch.
- Set temporary alerts to notify teammates of building-wide issues that affect residents (ex. water, electricity, access, etc).