Reminders & Notifications
Adding, editing, and customizing reminder content
By Katie and 2 others3 authors18 articles
Sending Notifications after ExpirationFind out how to send follow-up expired reminders after an expiration date has passed.
Changing the Reminder FrequencyFind out how to change the reminder frequency for your Expiration Items
Adjusting Notification DeliveryFind out the different ways notifications can ben sent including grouping emails
How To Set Up Watched ExpirationsThis method will allow contacts to receive a copy of notifications, and enable notifications for acknowledgements and comments received.
Including Expiration Files in NotificationsFind out how to include files and attachments in expiration items in the reminders sent for the expiration item.
Automation RulesFind out what are automations and how to automate tasks
Customizing Automation RulesLearn more about customizing automation rules for your needs
Escalation RulesFind out when to use escalation rules
Notification CalendarFind out how to enforce no notifications on certain days or holidays
New Conversation NotificationFind out how to receive a notification every time a reply is received
Turning Off Notifications for Your AccountDiscover how to turn off all notifications for your account.
Compliant Text Messaging ExplainedRules and guidelines set forth by CRTC, FCC and CTIA for sending text messages are already handled for you behind the scenes.
E-mail TemplatesFind out what e-mail templates are and how to create them
Inserting Variables in a TemplateFind out how to insert variables from expirations, contact, locations, custom fields, etc. into templates
Mobile templatesFind out what mobile templates are
Onboarding TemplatesLearn more about onboarding new contacts to your account!
Media LibraryAttaching files and images to an E-mail Template using your Media Library
Best Practices for Email Delivery