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Using Touchbase Emergency Notifications

Battleground Touchbase emergency SMS, email and push messaging system.

Standard Operating Procedure for Using Battleground Touchbase

Objective

Battleground Touchbase is a messaging tool used to send bulk messages and emergency notifications via SMS, push notification, or email. This guide walks through the complete process — from accessing Touchbase to monitoring responses and handling failed messages.

Key Steps

 

1. Accessing Touchbase

  • Navigate to the Touchbase menu in Battleground.

  • If Touchbase is not available in your menu, contact your administrator or Battleground support to request activation.

 

2. Creating Message Templates (optional)

  • Go to the Message Templates section to pre-write SMS, push messages, or emails.

  • Ensure templates are approved before an incident.

 

3. Sending a New Message 

  • Select '+ Add message' to start a new message in Touchbase.

 

4. Selecting Recipients 

  • Decide on the recipients for the message (e.g., yourself, team members).

  • You can choose as many fields as required to build your recipient list. The number of recipients is shown just under the choices of recipients.

 

5. Choosing Delivery Method 

  • Select the delivery method: SMS, push notification, or email.

 

6. Picking a Message Template or start a new message

  • Choose the appropriate message template or start from scratch. With templates you can edit the message before sending as required.

 

7. Inserting URLs

  • If needed, insert URLs and use the URL shortener for long links.

 

8. Formatting the Message for emails

  • Format the message to include images and tailor it to your needs for emails. SMS and Push will be text only

 

9. Specifying Desired Responses

  • Define up to five response options that recipients can choose from when replying to your message (e.g., 'Yes', 'No', 'On my way').

 

10. Sending the Message

  • Review all selections and press 'Send and Close' to initiate the message.

 

11. Monitoring Responses

  • Check the status of sent messages (queued, failed, sent, delayed) and view responses.

 

12. Following Up

  • Use the slicer filter to segment and manage long response lists (e.g., filter by response type or status).

  • Send follow-up messages based on responses.

 

13. Handling Failed Messages

  • Review failed messages to identify issues (e.g., app not installed).

Cautionary Notes

  • Ensure all message templates are approved before use.

  • Always double-check your recipient selection before sending, as bulk messages cannot be recalled once sent. Verify the total recipient count shown below the selection area to confirm your target audience.

Tips for Efficiency

  • Pre-write and save multiple message templates for quick access during emergencies.

  • Regularly update user metadata to ensure accurate targeting of messages.

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