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