Quick Setup Guide to Getting Started

Welcome to RedFlag! 

This quick setup guide will walk you through the key areas of the platform so you can get up and running quickly.

By completing the steps below, you’ll learn how to:

• Navigate the RedFlag platform
• Add and manage users
• Configure profile data fields
• Add and manage recipients
• Create groups for targeted communication
• Build and send your first message
• View the messsage report

Navigating the RedFlag Home Screen

The RedFlag home screen provides quick access to alerts, recipients, desktops, messages, reports, integrations, and system settings.

Take a walkthrough of the platform layout and learn where to manage your organization’s communication tools.

Manually Adding, Managing, and Deleting Users

Users are individuals within your organization who can log in and send messages through RedFlag.

Learn how to:

• Add new users
• Manage user access
• Delete users when needed

🛡️ Note: We strongly recommend each individual have their own unique login instead of sharing accounts.

Setting Up Profile Data Fields

Profile Data Fields allow you to store recipient information such as:

• Employee ID
• Department
• Location
• Phone numbers
• Email addresses
• Custom organizational fields

These fields can later be used for:

• Advanced filtering
• Dynamic groups
• Data integrations and imports

Adding Recipients

Bulk upload recipients through an excel or csv file, or manually add individual recipients.

This process allows you to:

• Add recipients in bulk
• Manually add individual recipients
• Update existing recipient information
• Delete recipients in bulk

Recipient Profile

Recipient profiles store the contact information and communication preferences for each individual in RedFlag.

Within a recipient profile, you can:

• View delivery channels
• Manage recipient data
• Manage group membership
• Review recipient activity and communication history

How to Create and Manage Groups

Groups help organize recipients and desktops for targeted communication and faster alerting.

Examples include:

• Departments
• Buildings
• Regions
• Shift
• Location

Learn how to:

• Create static groups
• Build dynamic groups
• Draw geofence groups

Creating a Message in RedFlag

Once you've added a recipient or desktop, you are ready to send a message.

This guide covers:

• Selecting delivery channels
• Writing message content
• Adding attachments or links
• Scheduling messages
• Sending test messages
• Reviewing delivery options

Templates

Templates help save time by allowing you to reuse commonly sent messages.

Common template examples include:

• Weather closures
• Emergency alerts
• IT outages
• Safety notifications
• Drill and exercise messaging

Message Reports

Message Reports provide visibility into delivery activity and recipient/desktop engagement.

Within reports, you can:

• View delivery statuses
• Review failures
• Export detailed CSV reports
• Track polling responses and acknowledgements
• Monitor message performance across channels

Conclusion

By completing the steps above, you’ll be ready to begin using RedFlag for crisis communication and emergency notifications.

For additional assistance:

• Explore other Help Center articles
• Contact RedFlag Support

We’re excited to help you get started with RedFlag!