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How to configure your account notifications

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Configuring your account notifications are done in Step 4 of 4 on any "Script" you create. Because "Scripts" are independent of each other you have the luxury to send notifications to different email address or cell phones.

Setting up account notifications: Under the Green menu, click  on the Gear icon and select "Settings". On the "Settings" screen click the "Scripts" icon. Choose the script you'd like to configure notifications for by clicking EDIT.

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STEP 4 of 4 Now that you're inside the phone script, click the "NEXT" button at the bottom of the screen to move to "Step 2". Continue this process until you reach "Step 4 of 4". When arriving at "Step 4", you'll be paying closest attention to "B", "C" & "D" in regards to notifications.

B.  Upload Audio Recording: Legally all callers need to be notified that a phone call is being monitored or recorded. Use our standard audio notification or record your own file and upload it for use with this Script.

C.  Frequency of Notifications: Tell us when you want to be notified of activity with the Script.  Examples of notifications include: “Script has been updated”, “Appointment has been booked”, “Call Received”, etc.

D.  Notification Method: Select how would you like to receive notifications.  Notifications can be sent via e-mail or SMS/TEXT. This is a great option if you're traveling or away from the computer for any length of time. YesTrak was built to keep you in the loop on your inbound phone calls.

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