Alerts & Notification Management
Streamline Notification Creation
Easily create and customize a variety of alert and notification types with a user-friendly interface that is designed for efficiency.
- Create a new alert by providing a clear and identifiable name, a subject line, and a brief description.
- Define the purpose of the alert, such as notifying partners about upcoming events, new deals, or overdue tasks.
- The application allows you to use a rich text editor to format your message and include dynamic content, ensuring a professional and personalized experience for the recipient.
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.
- In-Portal Notifications: Alerts appear directly within the user’s portal, ensuring they see important updates as soon as they log in. These can be configured for both event-based and schedule-based triggers.
- Email: The system supports sending alerts via email, including the use of vanity email domains, to maintain brand consistency and professionalism. Email alerts can be configured for both real-time events and scheduled deliveries.
- SMS: Alerts can be sent via SMS text message, with the ability to integrate with an SMS gateway of your choice. This ensures critical, time-sensitive information can be delivered directly to a user’s mobile device.
This multi-channel approach allows you to tailor your communication strategy to the urgency and importance of each message.
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.
- The system allows you to define a scheduler type and a frequency for each alert, ensuring it is sent at the optimal time.
- You can trigger alerts based on specific events, such as a new lead being assigned to a partner or a deal reaching a certain stage in the pipeline.
- The platform automatically tracks all sent notifications and provides a delivery history, giving you a clear view of communication and engagement.
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.
- The application allows you to assign alerts to specific users, groups, or roles, ensuring they are seen by the intended recipients.
- You can define who can see and manage specific alerts, providing a secure and controlled environment.
- The system provides a centralized view of all alert assignments, making it easy to audit and manage access.
This level of control helps you personalize communications and prevents information overload for your partners and internal teams.
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 detailed reports on alert delivery status, open rates, and user responses.
- Track which alerts are most effective at driving partner actions, helping you optimize your communication strategy.
- The platform provides a historical view of all sent notifications, giving you a complete audit trail of your communications.
These insights empower you to make data-driven decisions and improve the effectiveness of your alerts.
