Admin
      Back to home
      1. Help Center
      2. Steer - Admin & Settings
      3. Admin

      Managing Steer User Text and Email Notifications

      Enable email and text alerts for new messages, appointment, and reviews from Steer.

      Jump to:

      Email Notifications

      Text Notifications

      Email Notifications

      Receive notice of new messages, appointment requests, and review alerts from Steer's CRM directly into your email inbox! 

      Access:

      Each Steer user can opt in to Email Notifications while logged into their Steer account by accessing their User Profile. 

      In your Steer account, click Your Name in the Lower Left corner > My Account

      Screenshot 2024-05-09 at 11.23.40 AM

      Notifications:

      Once you are on your User Profile, click Notifications from the Left Sidebar. 

      You can turn Email Notifications ON (green) or OFF (gray) for the following: 

      • New incoming email responses from a customer 
      • New incoming text responses from a customer 
      • New incoming Appointment Requests from the AutoOps Scheduling Tool, Steer Scheduling Tool, Vehicle Profile or Reserve with Google
      • New Reviews from your configured review sources 
      • New Survey Response from a customer

      Screenshot 2024-05-09 at 4.02.29 PM

      Text Notifications

      Text Notifications from Steer allow you to get on top of all new appointments, inbound messages, reviews and surveys by simply receiving a text message from Steer on your phone. A quick reply to a customer now at your fingertips!

      Access:

      Each Steer user can opt in to Text Notifications while logged into their Steer account by accessing their User Profile. 

      In your Steer account, click Your Name in the Lower Left corner > My Account

      Screenshot 2024-05-09 at 11.23.40 AM

       

      In the Profile settings you need to add your Mobile Phone in order to start receiving Text Notifications. 

      Once you've added the Mobile Phone to your account - you can enable Text Messages.

      Notifications:

      From your User Profile, click Notifications from the Left Sidebar. 

      You can turn Text Notifications ON (green) or OFF (gray) for the following: 

      • New incoming email responses from a customer 
      • New incoming text responses from a customer 
      • New incoming Appointment Requests from the AutoOps Scheduling Tool, Steer Scheduling Tool, Vehicle Profile or Reserve with Google
      • New Reviews from your configured review sources 
      • New Survey Response from a customer

       

      Please reach out to Customer Support if you have any questions.

      • Email 
      • or chat with our team via the Steer platform.