This page provides detailed information on configuring and utilizing the interworks.cloud email notifications engine to reflect your business requirements. The system comes ready with some basic notifications, but the user is free to enable new notifications according to emerging operational needs. The notification engine supports the management and dispatch of an extensive array of email notifications, pertaining to most business entities of the Cloud Platform. Through a comprehensive set of options, the user can define the nature of the notification, i.e. the underlying entity on which the notification is based along with the rules of utilization, and the contents of the notification, i.e. the text and the marketing material. Another feature that can be changed by the user is the dispatch options (From, To, CC, BCC). The module comes with an extensive list of definitions from the application database so that the user can select the appropriate ones. |
An email notification is dispatched from the system at the following cases:
The notification engine leverages the Email Preferences of the system to dispatch the notifications at: BSS > Setup > Administration > System Options > Organization Profile. These settings must be configured in order for the email notifications to function properly. |
The user can access the notification settings at BSS > Setup > Administration > Notifications > Customer Notifications
The initial view displays the entity list on the left part and on the right part the notifications. The user here can create a 'New Notification', 'Activate' an existing one, 'Deactivate' an existing one and 'Delete' an existing notification. Bu selecting an entity on the left, the results on the right pane are limited to the notifications that are attached to this specific entity.
The system comes with an out-of-the-box list of preconfigured notifications that cover the most common communication scenarios, Check Setup a Notification page for a full list of the available notifications.
Since the system comes with a complete set of initial notifications when first configuring the platform, you must modify those to reflect your marketing material. Let's see how this can take place:
You will notice that most fields are completed and that some are greyed out. This is because the system notifications are specific in scope and can accept only modification in discreet settings like sorting the fields, the dispatch options, and the marketing content. Let's view them in detail.
You can set up the dispatch options, using the merge fields facility for generic details and any other email you want this notification to be dispatched.
By clicking the 'Display Notification' checkbox, this email will be linked to the Account details of the customer, under section 'Communication'
The next section contains a WYSIWYG editor where you can tailor the look and feel of the notification, along with inserting the wording of your choice, according to the context.
The editor has two modes of operation, the 'Design' mode, where you can paste text and pictures, and manipulate the content using the tools, and an 'HTML' mode, where you can use html code to create the content.
Among other things, you can:
Under the 'Email Notification' section, you will also notice the 'Merge fields' facility. This is a shortcut to having a database field into the dispatch fields and content editor window so that your notification will be completed with generic functions. To locate a field, you only have to select the entity, at the first drop-down list, then the field in question from the second drop-down list, and then just click on the place you want the field to be displayed and click 'Add'.
When you are done with configuring the content, don't forget to use the 'Valid Template' button () to verify that the syntax is correct! |
After you complete changes at the notification, don't forget to click Save on the top left of the screen to commit the changes!
Also, you can use the 'Preview' facility to check your progress. By clicking 'Preview', a pop-up will be displayed to select the notification entity. The pop-up derives contents from entities already stored in the system. Click on one to view the preview of your notification with data from the existing entity!
You can create a new notification just as easily, following the following steps:
On the 'New Notification' screen, you will need to fill in the details in the section 'General':
At the 'Conditions' section, the user can fine-tune the notification to be dispatched according to various rules, so as to cover a specific business case. The rules engine is based on various arguments that can function together in order to reflect scenarios of various complexities. Here is how that works:
E.g. For a notification that concerns the Subscription basic entity, a rule could be:
At the 'Fields Sorting' section, the user can select how the contents of the notification will be sorted.
At the 'Email Notification' section, enter the dispatch details you need
Using the WYSIWYG editor you can fashion the text and visuals according to your needs. Use the 'Design' mode to quickly add pictures and text. You can also use the 'Merge Fields' facility here as well.
When you are done with configuring the content, don't forget to use the 'Valid Template' button () to verify that the syntax is correct! |
After you complete changes at the notification, don't forget to click Save on the top left of the screen to commit the changes!
Also, you can use the 'Preview' facility to check your progress. By clicking 'Preview', a pop up will be displayed to select the notification entity. The pop up derives contents from entities already stored in the system. Click on one to view the preview of your notification with data from the existing entity!