Steer allows a vast variety of push notifications that could be utilized by Steer Users in order to get up to date and always notified for New Incoming Text/Email, New Appointment, New Review or Survey.
Use Cases for push notifications supported by Steer:
- Browser is Opened, but Steer is not the Primary Tab or Closed. Also works if Steer is opened and primary tab.
- Browser is Closed and/or the Desktop screen is locked.
- Mobile Phone (iPhone/Android) at any state including lock screen.
In order to support these Use Cases we will break down the following guide into 3 sections, each of them covers how to make this happen and the nuances of the setup.
Browser is Opened, but Steer is not the Primary Tab or Closed. Also works if Steer is opened and primary tab.
Each Steer user can opt in to Desktop Push Notifications while logged into their Steer account by accessing their User Profile.
1. Click "Your Name" in the lower left corner.
2. Click "My Account".
3. Click "Notifications".
Tip: While toggling items on your browser may pop up a message asking if you would like to allow Steer to send notifications, you will want to click Allow in order for Desktop Push Notifications to work.
Note: you will want to ensure browser notifications are ON in your computer's operating system (OS). You will also want to make sure Do Not Disturb is OFF.
Browsers and systems that supports this Use Case:
Browsers:
- Any Desktop browser (Chrome, Safari, Edge, IE, Opera, Mozila, Arc, etc.)
Operating Systems:
- Any desktop operation system (MacOS, Windows)
Conclusion: Works with any Browser and Operation system and allows the smoothest push notification performance without any constraints and limitations.
Push Notification when Browser is Closed and/or the Desktop screen is locked.
In order to support this scenario there are 2 ways to approach this, depends on how you want to operate in your shop. Both of the approaches gives the same level of comfort and robustness of using Push Notifications.
Pre-condition: The Push Notification enablement is done as per the Use Case #1 from above
Browser constraints: Works only with native browser which was supplied by default with your operation system (MacOS - Safari, Windows - Edge).
Approaches of the setup:
- Browser-only
- Steer as a Desktop Application
Browser-only.
Just follow the instructions for the any typical Browser setup from Use Case #1
Steer as a Desktop Application
A Progressive Web App allows Steer to behave like an application on your Desktop machine. It will open Steer as a separate application along with your browser. There are couple of benefits using Steer as a standalone application:
- You wont get lost in your tabs in the browser while working on multiple different tasks concurrently
- Less load on your computer
- Desktop Push Notifications would have a big Steer logo as a source of the notification which will help you prioritize better if you have multiple different desktop push notifications
In order to save Steer as a desktop app - you need to use you native operation system browser (MacOS - Safari, Windows - Edge) as a baseline.
Installing Steer as a PWA on Safari - Desktop
1. Navigate to Steer via your Safari browser
2. Click the "Share 
"icon.
3. Click "Add to Dock."
4. Click "Add."
Steer will now be added to your device dock as a PWA for easy access to the platform.
Make sure, that Safari has system permissions to send Push Notification in the System Settings, if you have troubles see the Troubleshooting section below
Installing Steer as a PWA on Microsoft Edge - Desktop
1. Navigate to Steer in your Microsoft Edge browser
2. In the URL click the App available (
) icon
3. Click "Install."
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Steer will now be added to your device as a PWA for easy access to the platform.
Make sure, that Edge has system permissions to send Push Notification in the System Settings, if you have troubles see the Troubleshooting section below
Mobile Phone (iPhone/Android) at any state including lock screen.
To enable Push Notifications on your mobile device and unlock all the great features like having them on a lock screen it is crucial to set up it correctly depending on your operation system: iOS and Android have different requirements in order for Mobile Push notifications to work.
- iOS - it is required to save Steer as a separate application to a home screen
- Android - giving browser (typically it is Chrome) permissions is enough, but also could be saved as an application if you want to
Important to understand, that you should either follow the system prompt to give the new application permissions for Push Notifications, or go to your device Settings and update Notifications Preferences for Steer from there.
Mobile Browser Instructions to save to a Home Screen:
Android Instruction to enable Browser Notifications:
Installing Steer as a PWA on iOS Safari - Mobile Device
1. Navigate to Steer.
2. Click the "Share " icon.
3. Click "Add to Home Screen".
4. Steer will now be added to your device Home Screen as an app icon for easy access to the platform.
Installing Steer as a PWA on Google Chrome - Mobile Device
1. Navigate to Steer.
2. Click the "Share "icon.
3. Click "Add to Home Screen".
4. Steer will now be added to your device Home Screen as an app icon for easy access to the platform.
Android Mobile Device Browser Settings
1. Go to the Device Settings -> Apps & Notifications
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2. Select Chrome (or any other browser you are using on your device) -> Notifications
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3. Make sure all the notifications are toggled ON and Steer is enabled to receive notifications
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Notification Tips & Troubleshooting
Browser Settings Tips:
Google Chrome:
- Click the lock icon in the address bar of your Chrome Browser while on Steer
- Click to toggle the Notifications switch ON
- If Notifications does not appear in the lock menu, select Site settings, then select Allow in the dropdown menu to the right of Notifications.
Safari:
- While in Safari, click Safari in the menu bar, then select Preferences.
- Click the Websites tab (Notifications tab in older versions).
- In the left side panel, click Notifications.
- Ensure that steercrm.com is set to Allow. If not, select the Allow websites to ask permission to send push notifications checkbox.
Edge:
- While in Edge, click Settings (...) in the upper right corner of your browser window
- Select Cookies and site permissions section
- Go to Notifications
- Ensure that steercrm.com is set to Allow. If not, select the Allow websites to ask permission to send push notifications checkbox.
Firefox:
- Click the lock icon in the address bar of your Firefox browser while on Steer
- On the right, click the arrow symbol > beside Connection status.
- Click More Information then select the Permissions tab.
- Under Send Notifications, uncheck Use Default and select Allow.
Troubleshooting:
If you aren't receiving push notifications, try the following:
- Make sure you aren't on an Incognito tab.
- If enabled, turn off Focus or Do Not Disturb mode on your device.
- Ensure website notifications are enabled for your web browser.
Please reach out to Customer Support if you have any questions.
- or chat with our team via the Steer platform.