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Adding System Notifications  

 

Purpose:

The purpose of this walkthrough is to help you set up a system that will notify you when an event occurs within the CRM.

Pre Requisites:

  • Emails

  • SMS

  • shop page 

  • Funnels

  • Go into your WebForce Instance and navigate to “Integrations”. Then find “System Notifications”

Screen_Shot_2021-12-15_at_9.12.52_AM.png

  • Click “View Configuration”

Screen_Shot_2021-12-15_at_9.14.25_AM.png

  • Once here you can view all of the notification options within the system. Once you know which notifications you want to be notified of, go to “Channels”

Screen_Shot_2021-12-15_at_9.15.10_AM.png

  • Here you will be able to view all your notifications set up. When you want to add a new person, click the plus sign.

Screen_Shot_2021-12-15_at_9.15.26_AM.png

  • Here you can add a new channel for notification. As you can see you have plenty of options to choose from and each will require different pieces to configure. For this walkthrough we will go through email and Google Chat

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