Internal notifications are crucial for keeping track of important activities within Advisor's Growth, such as appointment bookings, form submissions, and more. The Send Internal Notification action in workflows enables you to automate notifications via email, SMS, or in-app alerts, ensuring that you and your team remain informed. This article will guide you through the setup process for internal notifications within your workflows and offer customization options to meet your specific needs.
Step 1: Create Your Workflow
Navigate to the Workflow section of your platform.
Click on Create New Workflow and establish your desired trigger event (e.g., form submission, appointment booking, etc.).
Step 2: Add the Notification Action
Click the “+” button to add a new action.
From the list of available actions, select “Send Internal Notification.”
You will encounter three notification options: Email, SMS, and Notification.
Set Up Email Notifications
Select Email as the notification type.
Fill in the Subject and Body of the email, utilizing custom values for personalization (e.g., contact name, appointment date).
Choose the recipient. You can designate a specific user, a user type (like "Assigned User"), or enter a custom email address.
Save your settings.
Set Up SMS Notifications
Choose SMS as the notification type.
Craft the SMS message content. Similar to email notifications, you can incorporate custom values for a personalized touch.
Select the recipient(s) from the available user options.
Save your settings.
Note: You can notify multiple users in internal notifications for both email and SMS without needing to create separate actions for each user. This can be done with a particular user type (as outlined below).
Set Up Internal Notifications
Select Notification (in-app) as the notification type.
Assign a title to the notification. Utilize custom values for a dynamic title.
Write the notification message in the Message field.
In the Redirect Page option, choose where users will be directed when they click the notification. Typically, we recommend directing them to the Contact or Conversation page.
Choose the recipient(s), allowing for either specific users or multiple users simultaneously.
Save your settings.
Test and Publish Your Workflow
Once you’ve configured your notifications, click Save Action.
Test the workflow to ensure everything is functioning as expected.
When you are satisfied with the setup, publish the workflow.
FAQ
Can I customize the content of these notifications?
Yes, you can utilize custom values and format the content to suit your needs.
Who can receive these notifications?
Notifications can be sent to specific users, assigned users, or even custom email addresses for email notifications.
What actions can trigger these notifications?
Any workflow trigger, such as form submissions, bookings, or purchases, can initiate these notifications.
How do I ensure the notifications are set up correctly?
Test the workflow before publishing and double-check your custom values and recipient settings.
Can I use multiple notification types in the same workflow?
Yes, you can configure email, SMS, and internal notifications all within a single workflow.