Share a Tour with the Mobile App
1. Introduction
This guide walks you through the process of exporting a planned route to the mobile application used by your field team. This process ensures mobile users receive an email or SMS notification containing the shared tour and its associated deliveries.
2. Initial Configuration
To successfully share a tour, you must first access the optimization section and select a completed route.
Trial Version
SMS notification
Link to download the mobile application
Subscribed Version
Notification Email
Notification to all selected mobile app users that the tour has been shared
3. Feature Explanations with Benefits
The Share with the Mobile App feature is crucial for connecting your planning efforts with real-world execution.
Seamless Route Transfer: Easily transfer complex, optimized routes (tours) directly to the mobile device where they are needed.
Date-Specific Sharing: You can control the exact date range for which the tour is active and accessible on the mobile app. Sharing a tour for a specific date range (e.g., 1 day duration) confirms exactly which deliveries should be performed on the selected date(s).
Confirmation Feedback: The system provides clear feedback regarding how many deliveries are being shared and how many notifications are being sent to mobile users.
4. Understanding Notifications
After you share the tour, the system determines how notifications are delivered depending on your account settings.
5. Sharing a Tour
Follow these detailed steps to successfully share your optimized route with your mobile users.
Exporting and Sharing an Optimized Tour
Click on Optimization
Choose the desired route from the list
Click on Export and click on Share with the Mobile App
Set the Start Date (From Date): Enter the start date from which you want the tour to be shared.
Choose a Desired starting date
Set the End Date (To Date): Choose a "to date".
Note: The standard duration will be 1 day, but you can adjust the "to date" if necessary for creating multi-day routes. Date Selection interface showing From Date, To Date, and Duration (1 day)
Review the Notification (Trial/Subscribed): Read the confirmation notification displayed based on whether you are using a trial or subscribed version.
Click on Send
Expected outcome: Final Confirmation Pop-up showing details of deliveries shared and emails sent
6. Productivity Tip
Tip: Verify Delivery Counts: Always pay close attention to the final notification that appears when you click send. This message confirms exactly how many deliveries are included in the tour you are sharing and how many emails are being sent to your mobile users.
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