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Back to Notifications Main Page

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Learn how you can to configure Notification Types

What does this section cover?

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Table of Contents

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Navigating to Notification Types

Info

CONFIGURATION > CRM APPLICATION > NOTIFICATIONS > SET UP TYPES

What are Notification Types?

Notification Types define the behavior and the the behaviour and nature of each notificationNotification. Multiple Notification Types can exist in the system System but each one of them should have a unique name and alternative code. 

Creating, Editing & Deleting

Name and Alternative Code. 

  • Navigate to Notification Types and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Notification Type, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Notification Types.
  • Click on the Audit Trail button to view a log of changes performed on the displayed Notification Types.

Check the Validations & Restrictions Table below for a list of available Actions when working with Notification Types, including each Action's related validations and additional information.  View the Attributes Table for a comprehensive description of the Notification Types fields.

NOTIFICATION TYPESImage Added

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validations
validations
Validations & Restrictions

Communication templates are filtered; only effective communication templates having media equal to email and direction equal to outgoing
Action  ValidationsAdditional Information
General
  • Multiple types can be configured in the system and each one should have a unique name and alternative code. 
N/A
CreateN/ACreate
  • Mandatory Fields must be defined
  • Name and Alternative Code must be unique
  • Communication Templates are filtered; only 'Effective' Communication Templates of Media 'Email' and Direction 'Outgoing' can be selected.
EditN/A
  • Modifying an existing notification type is allowedMandatory Fields must be defined
  • Name and Alternative Code must be unique
  • It is possible to modify an existing Notification Type, although the classification Classification and notification Notification information cannot be changed after the notification type Notification Type is created.
Delete
  • Notification types Types can be deleted only if they are not used by any effective notification run definitionan 'Effective' Notification Run Definition. 
N/A
Save
  • Mandatory Fields:
    • Name
    • Classification
    • Notification Information
    • Communication Template
    • Default Email Type
    • Default Phone Type
 

Notification Types attributes 

  • Not Applicable

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attributes
attributes
 Attributes

An * indicates a field is mandatory.

Authorisation Settings

Available from CRM.COM R9

Name

Description

Main Information
Name*The name of the Notification Type.
Alternative CodeThe alternative code of the Notification Type. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description of the Notification Type.
Classification*Notification Types classifications Type Classifications are used to determine the behavior behaviour of each notificationNotification. The notification classification Notification Classification cannot be changed after the notification type Notification Type is created. The supported notification classifications Notification Classifications are the following:
  • Financial Notifications
  • Customer care Care Notifications
Notification Information*The information that regarding which the customer will be notified about, which is filtered based on the selected notification classificationNotification Classification. The notification Notification information cannot be changed after the notification type Notification Type is created. The supported notification information for each notification classification are:
Financial Notificationsavailable Notification Information for each Classification is listed below.
  • For Financial Notifications:
    • Subscriptions
    • Bills
    • Wallets
    • Wallet Product Consumption
    • Buy in Advance Requests
  • Customer care NotificationsFor Customer Care Notifications:
    • Subscriptions
    • Jobs
    • Activities
    • Leads
    • Rewards Participants
    • Award Reward Transactions
    • Spend Reward Transactions
    • Award Expiration Transactions
    • Service Requests
    • Payment Gateway Cards
    • Payment Gateway Requests
    • Payments
    • Buy in Advance Request
Communication Information
Communication templateTemplate*

The communication template that will Template to be used to create the communication for each notification for creating Communications for Notifications of this typeType. The available communication templates Communication Templates should be effective and the media should be 'Effective' and equal to one of the following Media:

  • Email
  • SMS
Default Email Type*

Determines

which of the contact information emails

the Type of Contact Information Email that should be used to communicate with customers.

The selection is done based on the email type. Default email type

Note

Default Email Type is mandatory if the selected

communication template has media equal to email

Communication Template is of 'Email' Media.

Default Phone Type*

Determines

which of the contact information phones

the Type of Contact Information Phone that should be used to communicate with customers.

The selection is done based on the allowed contact information phones types. Default phone type

Note

Default Phone Type is mandatory if the selected

communication template has media equal to SMS

Communication Template is of 'SMS' Media.

Communication Queue External System Settings

Status
colourRed
titleApplicable up to CRM.COM R9

Used to determine the which external system that will actually send the notificationNotification. If not specified, then the notification Notification will be sent directly by email directly 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

It is possible not to apply 'From' and 'To' email validation when creating a Communication, provided an external system is specified.

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title

Note

As of CRM.COM R10.0.0 the Communication Queue External System is retrieved from the Communication Template.

AuthorisationSettings

Note

Available for 'Customer Care' Classifications only

 

 

Apply Contact Information Data Protection for Direct Marketing

Defines whether a contact's authorization settings Determines whether the Authorisation Settings defined on the Contact Information for Direct Marketing will be ignored or not during a taken into consideration when the Notification Run is executed.

  • 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
  • 'No' is selected, the customer will receive a Direct Marketing Notification as the Contact Information Authorization Setting which is set to 'No' will not be taken into account.
  • If 'Yes' is selected, the System will take into account the Authorization Setting on the Contact Information to determine whether a Direct Marketing Notification should be sent.
    • If the Setting is set to 'Yes', then a Notification will be created
    • If the Setting is set to 'No', then a Notification will not be created.
Tip

If one either of the 2 setting flags between Affiliate and Direct two settings for 'Affiliate' and 'Direct' Marketing is set to 'No' then no notificationNotifications/communication Communications will be not be created.

If you would like to create Notifications for Direct Marketing, in In order not to be affected by the Customer's preference for Affiliate Marketing , then do not check the Flag and be able to create Notifications for Direct Marketing, the "Apply Contact Information Data Protection for Affiliate Marketingi.e Different " Flag should not be checked.

A separate Notification Type should be created for 'Affiliate Marketing ' and different for 'Direct' Marketing.

Apply Contact Information Data Protection for Affiliate Marketing

Defines Determines whether a contact's authorization settings Authorization Settings for Affiliate Marketing will be ignored or not during a taken into consideration when the Notification Run is executed.

  • If
set to "No", then
  • 'No' is selected, the contact will receive an
affiliate marketing notification even if the contact information authorisation setting flag
  • Affiliate Marketing Notification as the Contact Information Authorization Setting which is set to 'No
as it
  • ' will not be
ignored
  • taken into account.
  • 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
  • 'Yes' is selected, the System will take into account the Authorization Setting on the Contact Information to determine whether an Affiliate Marketing Notification should be sent.
    • If the Setting is set to 'Yes', then a Notification will be created
    • If the Setting is set to 'No', then a Notification will not be created.
Tip

If one either of the 2 setting flags between Affiliate and Direct two settings for 'Affiliate' and 'Direct' Marketing is set to 'No' then no notificationNotifications/communication Communications will be not be created.

If you would like to create Notifications for Affiliate Marketing, in In order not to be affected by the Customer's preference for Direct Marketing , then do not check the Flag and be able to create Notifications for Affiliate Marketing, the "Apply Contact Information Data Protection for Direct Marketing"

i.e Different

Flag should not be checked.


A separate Notification Type should be created for 'Affiliate Marketing ' and different for 'Direct Marketing

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" 
    NOTIFICATION TYPESImage Removed

  • MAIN INFORMATION

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. Classification

      4. Notification Information

      5. Description

  • COMMUNICATION INFORMATION

    1. Provide the required information

      1. Communication Template: Search and select Communication Template using the Search Modal

      2. Communication Queue External System Settings: Search and select Communication Queue External System using the Search Modal

      3. Default Email Type

      4. Default Phone Type

  • AUTHORISATION SETTINGS - 
    Status
    colourRed
    titleAvailable from CRM.COM R9

    1. Check the check-boxes to define whether you would like the authorisation settings set on the contacts to be taken into consideration
      1.  Apply Contact Information Data Protection for Direct Marketing
      2. Apply Contact Information Data Protection for Affiliate Marketing

    • LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global
  • From the Actions Menu click on "SAVE"

    • Deleting Notification Types

    Include PageDeleting a record - GlobalDeleting a record - Global

     

    NoteVisit Understanding Contact Information for business examples related to setting customer communication authorisation settings
    ' Marketing.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
    Note

    View Understanding Notifications for business examples related to Notification Types.

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