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 Jose and 2 others3 authors13 articles

Content

E-mail TemplatesFind out what e-mail templates are and how to create them

Mobile templatesFind out what mobile templates are

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

Media LibraryAttaching files and images to an E-mail Template using your Media Library

Best Practices for Email Delivery

Frequency

Turning Off Notifications for Your AccountDiscover how to turn off all notifications for your account.

Customizing

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

Changing the 'From Name' for RemindersFind 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

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.