There are four sections in project settings: general, messaging, branding, and privacy. This article breaks down all the project settings by section.
General
1. Project Name - Title the project as you would like it to appear in the Service App. The project name is for internal use and will not be visible to end users.
2. Locale - Select locale to set the display language for all functionality instructions in the mobile interface.
Messaging
1. Workflow SMS Message - This is the workflow invite sent to the recipient. You can personalize the invitation with your company information and a default greeting.
The default code: {{URL}} generates the unique session link for each SMS or email invite. Never delete the {{URL}} code, as users would be unable to access the workflow without it.
Note: Click the two lines on the bottom right-hand corner to expand the text box.
2. Live Video SMS Message - This is the text message recipients will see when they receive an invite for a live video call. Just like the workflow SMS message, make sure to include the {{URL}} code when creating your default message.
3. Email Message - You can opt to send a template email message with the link invite. Your default message is meant to read like a standard email, so start the message as you would for any email (i.e "Dear Company Name Customer,"). When the email message is not customized, you will see the code: {{MESSAGE}} allowing the system to use your default SMS message for email invites.
4. Thank You Message - You can create a custom message to provide further instructions or a follow up update. The Thank You message pops up when the end user completes a workflow. It is best to keep the message brief.
5. Notification Inbox - The notification inbox is used to override the default email notification sent to the sender of the invite. You can add an alternative email to the notification field.
This is generally used when you would like the notification emails to be redirected to a general (group) inbox, rather than to the individual who sent the invitation.
Note: Add multiple email addresses to notify more than one collaborator when a session has new activity with
a space and a comma (i.e. upon first upload and/or completion).
6. Notification Settings - Select from the list of options to set up your email notification frequency.
Select from the following:
- On Completion to get an alert when the end user has completed all tasks in a workflow session.
- On First Upload to get an alert when the end user has submitted one task item to their session.
- On First Upload and Completion to receive alerts upon both first media upload and completion of a workflow.
- Never to not receive any emails at all.
Branding
1. Company Name - Add your company name as you would like it to appear on the Service App and for all banners on the mobile interface.
2. Terms of Service URL - Add a PDF link to your company's terms and conditions. Make sure to verify the link is in the appropriate language.
3. Privacy Policy URL - Add a PDF link to your company's privacy policy.
Note: Make sure to verify links are active and set to the appropriate language
for your project's locale.
4. Logo - Upload your company's logo to personalize the customer experience. Acceptable formats are PNG and JPEG. For best results, upload your logo as a vector file.
Note: Contact us to customize your logo or if issues uploading your logo persist.
Privacy
1. Contact Strategy - This feature allows you to save a customer's contact information. It is used to activate the Reminders feature.
Selecting 'store' allows you to set up your reminders so customer can receive an SMS or email notifications to complete a workflow. Keep it set at 'discard' if you do not want our system to store customer information.
Note: By default, we do not store customer contact information.
2. Enable GPS - Enable the GPS feature to request geo-coordinates from the end user. When this feature is activated, the user's mobile device will prompt them to share their location. When the user accepts, their data (including longitude and latitude coordinates) will be available to you.
3. Record Live Video Sessions - Select yes to automatically record live video calls and images taken during the live call. This setting is set to no by default.
4. Data Retention - Your data retention is the length of time in which project data is stored in the cloud before it is permanently deleted from our system.
5. Private S3 Storage - Customizing S3 bucket redirects saved data to your own cloud service.
Note: There is a save button in every section. Remember to save any changes made
for each section.
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