SmarterTrack 12.x Help

My Events

Using SmarterTrack's extensive event system it's possible to detect events as they occur, generate messages for those events, and deliver the messages to administrators and agents that need the information. For example, agents can receive notifications when they receive a new ticket or supervisors can be notified when a customer completes a survey. With notifications, administrators and agents don't have to query for the status of the items in the system - they just receive messages when specific events occur so they can take care of them.

There are two categories of events in SmarterTrack: agent-level events and system-level events. For more information on system-level events, please see Events. For a complete breakdown of the events system, including how to create a new event and details on the event categories available, see the Events folder found in the Help for Users & Administrators section of the Online Help.

To access agent-level events, click the Settings icon. Then expand the My Settings folder and click My Events in the navigation pane. A list of configured events will load in the content pane and the following tabs will be available:

Events

Agent-level events configured in this section apply only to the agent configuring the event. In general, the following columns are available:

  • Checkbox - Use these boxes to select multiple events. Events must be selected before choosing an action from the toolbar.
  • Name - The name of the event.
  • Status - Indication of whether the event is enabled or disabled. The event will only trigger if it is enabled.
  • Category - The feature to which the event pertains (Tickets, Survey, Who's On, etc.).
  • Event Type - The event that triggers the action.
  • Conditions - The criteria the event must meet to trigger the action.
  • Actions - The actions that occur when an event is triggered. Actions include emails, notifications, logging, and other event-specific functions.

To view the settings for a specific event, simply double-click the event and the settings will load in the content pane. To create a new event, click the New button on the content pane toolbar. For more information on how to create a new event, see Creating New Events.

Notification Profiles

Notification profiles determine how event messages are sent. Options include text message or email. Agents can modify the default notification profile or create additional ones using the New button in the content pane toolbar.

In general, the following columns are available:

  • Checkbox - Use these boxes to select multiple profiles. Notification profiles must be selected before choosing an action from the toolbar.
  • Notification Profile Name - The name of the profile.
  • Type - The types of notification the agent has enabled for the selected profile.

To view a specific notification profile, simply double-click the appropriate profile. The profile will load in the content pane and the following fields will be available:

  • Notification Profile Name - The name of the profile.
  • Email Addresses - The email address(es) to which notifications are sent.
  • Enabled - Checking this box will enable email notifications.
  • SMS Email Addresses - The mobile device email address to which notifications are sent.
  • Enabled - Checking this box will enable SMS notifications.
  • Enable reminder - Checking this box will allow the agent to receive notifications in a pop-up window.