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Learn how you can configure Notification Types |
What does this section cover?
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What are Notification Types?
Notification Types define the behavior and the nature of each notification. Multiple Notification Types can exist in the system but each one of them should have a unique name and alternative code.
Creating, Editing & Deleting Validations & Restrictions
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Notification Types attributes
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| Name* | The name of the Notification Type | ||||||
| Alternative Code | The alternative code of the Notification Type | ||||||
| Description | A description of the Notification Type | ||||||
| Classification* | Notification Types classifications are used to determine the behavior of each notification. The notification classification cannot be changed after the notification type is created. The supported notification classifications are the following:
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| Notification Information* | The information that the customer will be notified about, which is filtered based on the selected notification classification. The notification information cannot be changed after the notification type is created. The supported notification information for each notification classification are:
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| Communication Information | |||||||
| Communication template* | The communication template that will be used to create the communication for each notification of this type. The available communication templates should be effective and the media should be equal to one of the following:
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| Default Email Type* | Determines which of the contact information emails should be used to communicate with customers. The selection is done based on the email type. Default email type is mandatory if the selected communication template has media equal to email | ||||||
| Default Phone Type* | Determines which of the contact information phones should be used to communicate with customers. The selection is done based on the allowed contact information phones types. Default phone type is mandatory if the selected communication template has media equal to SMS | ||||||
Communication Queue External System Settings
| Used to determine the external system that will actually send the notification. If not specified then the notification will be sent directly by email through CRM.COM. The ability to not apply from and to email validations, on creating the communication, are also available and can be applied only if an external system is specified. | ||||||
Authorisation Settings
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| Apply Contact Information Data Protection for Direct Marketing | Defines whether a contact's authorization settings for Direct Marketing will be ignored or not during a Notification Run. If set to "No", then the contact will receive a direct marketing notification even if the contact information authorisation setting flag is set to No as it will be ignored. If set to "Yes" then the system will decide if a direct marketing notification will be sent according to the authorisation setting flag on the contact. If the flag on the contact is set to Yes then a notification will be created, if set to no then a notification won't be created.
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| Apply Contact Information Data Protection for Affiliate Marketing | Defines whether a contact's authorization settings for Affiliate Marketing will be ignored or not during a Notification Run. If set to "No", then the contact will receive an affiliate marketing notification even if the contact information authorisation setting flag is set to No as it will be ignored. If set to "Yes" then the system will decide if an affiliate marketing notification will be sent according to the authorisation setting flag on the contact. If the flag on the contact is set to Yes then a notification will be created, if set to no then a notification won't be created.
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Defining your own Notification Types tailored to your company's needs
- Navigate to CONFIGURATION > CRM APPLICATION > NOTIFICATIONS > SET UP TYPES
- Either search for an existing one or from the Top Menu click on "NEW"
MAIN INFORMATION
Provide the required information
Name
Alternative Code
Classification
Notification Information
Description
COMMUNICATION INFORMATION
Provide the required information
Communication Template: Search and select Communication Template using the Search Modal
Communication Queue External System Settings: Search and select Communication Queue External System using the Search Modal
Default Email Type
Default Phone Type
AUTHORISATION SETTINGS -
Status colour Red title Available from CRM.COM R9 - Check the check-boxes to define whether you would like the authorisation settings set on the contacts to be taken into consideration
- Apply Contact Information Data Protection for Direct Marketing
- Apply Contact Information Data Protection for Affiliate Marketing
- Check the check-boxes to define whether you would like the authorisation settings set on the contacts to be taken into consideration
LOG INFORMATION
Include Page Log Information - Global Log Information - Global - From the Actions Menu click on "SAVE"
Deleting Notification Types
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Visit Understanding Contact Information for business examples related to setting customer communication authorisation settings |
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