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My Preferences - Notification Preferences

R
Ruba
9 Mar, 2021 - Updated 1 year ago
Table of Contents

Introduction

Notification Preferences is a setting that allows you to choose whether you want to receive specific notifications and where you want to see them. It is a part of your CRM that you set up under My Preferences settings, but only specific to notifications. 

 

Let us consider a scenario and understand better.

 

Ari Gale is Mark Hale’s manager. She mentions Mark in a Quote, saying, “@mhale, please send this quote for review.” Mark Hale receives this notification on his Actions page because he chooses to receive mention notifications there. 

 

You can similarly choose your preferences.

Accessing Notification Preferences

Follow these steps to go to Notification Preferences:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the My Preferences button. 
    • You will land on the My Preferences page.
  3. Select Notification Preferences from the left menu.

Setting up Notification Preferences

Refer to the table below to learn about all that you can set up. 

 

For this notification type

For these notification subtypes

Notify here

Mentions

Direct Messages - These are direct mentions of you from other users

  • Actions - Notifies you of your mentions on the Actions page
  • Email - Notifies you of your mentions via email

Activity Reminders

Events of type -

  • Call
  • Meeting
  • Mobile Call
  • Onsite Meeting
  • Onsite Service
  • Group Event

Others -

  • Task 
  • Email Reminders 
  • Actions - Notifies you of your events, tasks, and email reminders under My Actions and Engagements on the Actions page

Ad hoc emails alert preferences

Notifies you when -

  • Contact opened email - A contact opens an email that you sent
  • Contact replied to an email - A contact replies to an email that you sent
  • Contact downloaded document - A contact downloads a document that you shared
  • Contact added comment on document - A contact comments on a document that you shared
  • Contact clicked the link - A contact clicked a link in the email you sent
  • Contact viewed document - A contact viewed a document that you shared
  • Contact reshared document - A contact reshared a document with someone

These notifications are shown under Actions > Engagements

Email campaign alert preferences

  • Contact opened campaign email - A contact opens an email campaign that you sent
  • Contact clicked link in campaign email - A contact clicks a link in an email campaign that you sent

These notifications are shown under Actions > Engagements

Email Alert frequency

  • Notify only on first occurrence - Notify only the first time a contact opens an email, clicks a link, etc
  • Notify on every occurrence - Notify every time a contact opens an email, clicks a link in it, etc



 

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Note: Settings in Notification Preferences and Actions are always in sync. A change in Actions’ activity alert changes the configuration in Notification Preferences and vice versa.

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