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Alerts & Notification Management

Alerts & Notification Management centralizes the creation, scheduling, and delivery of system alerts. It supports in-portal notifications, email, and SMS, with automated scheduling and event-based triggers. This ensures partners and internal teams are promptly informed of important events, reducing missed opportunities, and allowing for targeted delivery and in-depth reporting to optimize communication.

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Alerts & Notification Management

Alerts & Notification Management Streamline Notification Creation

Streamline Notification Creation

Easily create and customize a variety of alert and notification types with a user-friendly interface that is designed for efficiency.

  • Name, subject, and describe the new alert clearly.
  • Define the alert’s purpose (events, deals, tasks).
  • Use the rich editor for professional, personalized messages.

This streamlined approach enables you to quickly create and launch new alerts, keeping your channel ecosystem informed.

Versatile Alert Types

The platform supports a variety of communication channels to ensure your messages are delivered effectively. You can configure alerts to be delivered as in-portal notifications, emails, or SMS text messages.

  • Portal alerts appear instantly; use event or schedule triggers.
  • Email alerts maintain brand using vanity domains; scheduled or real-time.
  • SMS alerts integrate with your gateway for critical delivery.

This multi-channel approach allows you to tailor your communication strategy to the urgency and importance of each message.

Alerts & Notification Management Versatile Alert Types
Alerts & Notification Management Automate and Schedule Alerts

Automate and Schedule Alerts

Automate the delivery of alerts by scheduling them to be sent at specific dates and times or triggering them based on predefined events.

  • Define alert type and frequency for optimal timing.
  • Trigger alerts based on specific events or deal stages.
  • Automatically track all sent alerts and delivery history.

This automation ensures that critical communications are delivered promptly and consistently without manual intervention.

Targeted Delivery with Access Control

Ensure that your alerts and notifications reach the right audience by defining granular visibility and access control rules.

  • Assign alerts to specific users, groups, or roles.
  • Define who manages and sees all alerts securely.
  • Centralized view simplifies alert assignment audits and access.

This level of control helps you personalize communications and prevents information overload for your partners and internal teams.

Targeted Delivery with Access Control
In-Depth Reporting and Analytics

In-Depth Reporting and Analytics

Access powerful reports to track the effectiveness of your alert and notification strategy and gain valuable insights into user engagement.

  • Generate reports on alert delivery and user response.
  • Track effective alerts to optimize communication strategy.
  • Historical view provides a complete communication audit trail.

These insights empower you to make data-driven decisions and improve the effectiveness of your alerts.



Frequently Asked Questions

1. Which communication channels does the ZINFI Alerts Management system support?

ZINFI provides a multi-channel approach that includes in-portal notifications, automated emails, and SMS text messages. This versatility enables administrators to tailor their communication strategy to the urgency of the information, providing instant visibility within the portal or critical mobile alerts via integrated SMS gateways.

2. How does the platform ensure that users are not overwhelmed by irrelevant notifications?

The system utilizes granular visibility and access control rules to ensure targeted delivery to specific users, groups, or roles. By assigning alerts only to the appropriate audience, administrators can prevent information overload and ensure partners and internal teams receive only the communications most relevant to their specific tasks.

3. Can alerts be triggered automatically by specific activities within the partner portal?

Yes, the platform supports event-based triggers that automatically send notifications when predefined milestones or activities occur. This automation covers critical deal stages, task completions, or system events, ensuring that important updates are delivered promptly and consistently to the right stakeholders without requiring any manual intervention from the portal administrator.

4. What tools are available to track whether notifications are actually being received and read?

ZINFI offers in-depth reporting and analytics that provide a complete audit trail of alert delivery and user engagement. Administrators can generate detailed reports to track the effectiveness of their strategy, allowing for data-driven adjustments to communication timing and content to optimize overall partner response rates and system transparency.

5. Does the system support professional branding and customization of alert messages?

The platform features a user-friendly interface with a rich-text editor for creating professional, personalized messages. To maintain brand consistency, email alerts can be sent using vanity domains, while the notification content itself can be customized with specific names, subjects, and descriptions to align with the company’s identity.

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