What We’ll Cover
- Enable Notifications
- Test SMTP Server
- Enable Notifications Types
- Configuring Notification Rules
- Adding Multiple Templates
- Suggested Reading
The Custom Notifications page is where you to customize the content and triggers of your business notifications.
The notifications set up through this page are reflected through the Web Office notification settings that the associate can opt in/out of (Web Office > Settings > Communication).
Notifications are configured with Rules tied to a specific Notification Type. There are currently five Notification Types:
- Enrollment - Set up notifications about individuals enrolling in associates’ downlines.
- Rank Advancement - Set up notifications about individuals in associates’ downlines that have rank advanced.
- Order - Set up notifications about individuals in associates’ downlines that have placed orders.
- Prospect - Set up notifications about new prospects in associates’ downline.
- Community - Set up notifications when individuals comment on associates’ posts in the Community section.
Within each rule are different delivery methods called Template Types:
Office – The associate will receive a notification via their Web Office.
Text – The associate will receive a notification via text message to the mobile phone number on file.
Email – The associate will receive a notification via email to the email address on file.
In Web Office Admin, navigate to: Web Office Configuration > Custom Notifications.
Acts as a master kill switch for the notification service. Notifications are defaulted to ON, but selecting the slider will turn the notification service off.
Click CLEAR NOTIFICATION CACHE to immediately implement the changes.
When the service is turned off, notifications will not be generated; therefore, no notification backlog will be created. This prevents a notification blast from happening when the notification service is turned back on.
Test SMTP Server
This section features a toggle that will block notifications from sending to the recipient. This is permanently toggled on in the Stage environment and can be toggled on/off in Live. This way, you can test notifications and your users won’t receive false alerts.
The SMTP server uses Mailosaur to take the notifications that would have been sent and delivering them to a Mailosaur-hosted inbox.
The credentials are created during implementation and added to the Web Office Admin.
You can add your own credentials by clicking the EDIT button.
Enable Notifications Types
Enable/disable specific Notification Types. This also removes the notification settings option from an associate’s Web Office > Settings > Communication page.
Configuring Notification Rules
The Configure Notification section acts as a filter for all the active rules that have been created.
The Rule List contains all of the existing, active notification rules that have been created by you.
Rules are configurations that are tied to specific events (such as a new enrollee or rank advancement) and trigger notifications to an associate.
There are many rules already configured by default; but if you need to add more, click the + button in the right corner of the page.
Step-by-step guide: How to Add a New Custom Notification Rule
With the default rules or any rules you might add, you can edit the template for each Template Type.
You accomplish this from the Rule List. Click the arrow icon to navigate to the rule’s Template List.
Click the Edit icon in the Template Type.
Each rule contains a text editor that defines the body message of the notification. When adding a rule initially, the template is applied to each Template Type.
Step-by-step guide: How to Edit Rules Templates for Custom Notifications
Customizing templates involves using user-specific information via string keys/merge tags.
Adding Multiple Templates
If you want your delivery methods to all send a similar message, you can update the templates for a Notification Type all at once instead of doing it one-by-one.
Step-by-step guide: How to Add Multiple Custom Notification Rule Templates
- How to Add a New Custom Notification Rule
- How to Edit Rules Templates for Custom Notifications
- String Keys and/or Merge Tags for Custom Notifications
- How to Add Multiple Custom Notification Type Templates