Description:
A push group is where a Loan Officer or Admin can send a message to many individuals at the same time. Please note that 'push' notifications are controlled by an individual user's phone settings, and the system will not know who has them blocked.
Steps to resolve:
Follow the steps below to create and use push groups. These can be setup at the company, region, branch, and Loan Officer level. Push groups can only be setup and used from the web platform.
Loan Officer Level Push Groups:
- Click on 'Contacts'>'Push Groups' located on the left side menu.
- To create a push group, enter the name of the of the group that you want to create and then click on the 'Add Push Group' button.
- Click on 'manage group' to the right of the screen and add the users to the desired push group. After you have selected the desired users, you will then to click on 'update group'.
- To send a push notification to your group, click on the 'Send Push Notification to Group' button and a popup window will display where you can type in the desired message.
Company/Region/Branch Push groups:
- Higher level push groups can be setup by Admins.
- From the Communication section, select 'push groups'.
- Follow the same steps as the loan officer process. First Add the push group.
- Then manage the group and send notifications as needed.