Customizing notifications | Expiration Reminder Help Center

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Customizing notifications

Customizing notifications

Customize the notification content, the reminding frequency and when to escalate

By Jose1 author18 articles

Content

Email templatesFind out what email templates are

Mobile templatesFind out what mobile templates are

Adding an email templateFind out how to add an email template

Inserting variables in a templateFind out how to insert variables from expirations, contact, locations, etc. into templates

Attaching files to emailsFind out how to attach a file to an email template using the media library

Inserting images to an emailFind out how to insert images and a logo to email templates

Testing email templatesFind out how to test email and mobile templates

Frequency

Grouping emails togetherFind out to group emails together instead of sending them individually for each expiration

Customizing

Types of default notificationsFind out the different types of default notifications and the order of precedence in Expiration Reminder

Category specific emailsFind out how to send different email notifications based on category

Changing the from nameFind out how to change the default from name for emails

Escalating

When to use escalation rulesFind out when to use escalation rules

Escalating to other contactsFind out how to use escalation rules to send notifications to other contacts at specific times

Sending notifications to contacts for a categoryFind out how to send notifications to contacts based on a category

Sending notifications to the contact supervisorFind out how to send notifications to a contact supervisor or manager

Scenarios

Tracking birthdaysFind out how to track employee or customer birthdays

Compliance

TCPA-compliant text messaging explainedRules and guidelines set forth by FCC and CTIA for sending text messages are already handled for you behind the scenes.

CASL-compliant text messaging explainedRules and guidelines set forth by CRTC for sending text messages are already handled for you behind the scenes.