Notification Tab

To be notified by email or text message when an event is triggered, do the following:

  1. From the Catalog page, locate an event of interest, click the corresponding three vertical dots icon under Actions, and select Edit to open the Set Up Events drawer. 

    NOTE: Click Delete to erase the event. Click Copy to create a duplicate event that you can edit. This lets you use an existing event as the basis for a new event.
     

  2. Click the Notifications tab. This opens the Notifications menu in the drawer.
  3. Click +Add Recipient.
  4. Use the Delivery Method drop-down menu and select one of: Email or Text Message. 

  5. Enter one of:
    The recipient’s full name and email address in the corresponding fields.
    The recipient’s phone number.NOTE: SMS text messages require users to opt-in. If a user chooses to opt-out, no messages will be sent to that user. Also, opt-in messages never expire.
  6. Use the Daily Limit drop-down menu to choose the maximum number of notifications sent on a daily basis.
    Note: You can choose to receive up to 20 notifications per day.
  7. Click Save to store the settings. Click Cancel to exit. 
  8. Repeat Steps 2-6 as needed.

The Event Search box lets you quickly find an event by entering its name, description, or a notification recipient name.


 

Sample Email Notification

 

 

 

 

 

Notification Statuses 

Status  Definition 
Active  The conditions defined in the corresponding event have been met. 
Activate  Restart a paused notification. 
Invalid  The provided email address is not a valid address. 
Paused  The system is set to temporarily pause notifications for the corresponding notification. 
Opt-In Required  The user has not yet accepted the invitation to receive the corresponding notification. 

 

Change Log Tab

To get details about who created or edited a notification, do the following:
 

  1. Click Change Log. This displays an activity log related to the specific event notification being viewed. 

  

 

 

 

 

 

 

 

 

Knowledge Base

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