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Customizing notifications
Customizing notifications
Customize the notification content, the reminding frequency and when to escalate
18 articles in this collection
Written by
Jose
Content
Email templates
Find out what email templates are
Written by
Jose
Updated over a week ago
Mobile templates
Find out what mobile templates are
Written by
Jose
Updated over a week ago
Adding an email template
Find out how to add an email template
Written by
Jose
Updated over a week ago
Inserting variables in a template
Find out how to insert variables from expirations, contact, locations, etc. into templates
Written by
Jose
Updated over a week ago
Attaching files to emails
Find out how to attach a file to an email template using the media library
Written by
Jose
Updated over a week ago
Inserting images to an email
Find out how to insert images and a logo to email templates
Written by
Jose
Updated over a week ago
Testing email templates
Find out how to test email and mobile templates
Written by
Jose
Updated over a week ago
Frequency
Grouping emails together
Find out to group emails together instead of sending them individually for each expiration
Written by
Jose
Updated over a week ago
Customizing
Types of default notifications
Find out the different types of default notifications and the order of precedence in Expiration Reminder
Written by
Jose
Updated over a week ago
Category specific emails
Find out how to send different email notifications based on category
Written by
Jose
Updated over a week ago
Changing the from name
Find out how to change the default from name for emails
Written by
Jose
Updated over a week ago
Escalating
When to use escalation rules
Find out when to use escalation rules
Written by
Jose
Updated over a week ago
Escalating to other contacts
Find out how to use escalation rules to send notifications to other contacts at specific times
Written by
Jose
Updated over a week ago
Sending notifications to contacts for a category
Find out how to send notifications to contacts based on a category
Written by
Jose
Updated over a week ago
Sending notifications to the contact supervisor
Find out how to send notifications to a contact supervisor or manager
Written by
Jose
Updated over a week ago
Scenarios
Tracking birthdays
Find out how to track employee or customer birthdays
Written by
Jose
Updated over a week ago
Compliance
TCPA-compliant text messaging explained
Rules and guidelines set forth by FCC and CTIA for sending text messages are already handled for you behind the scenes.
Written by
Jose
Updated over a week ago
CASL-compliant text messaging explained
Rules and guidelines set forth by CRTC for sending text messages are already handled for you behind the scenes.
Written by
Jose
Updated over a week ago