Customer notifications
We could look into Templates, however, Marketing would need to run with this as the styles are HTML or CSS format.
Notification Types and Descriptions
Name | Type | Description |
|---|---|---|
Customer invited | Account | When a customer is invited to your service project portal, they are sent an email. |
Request created | Request | When customers create requests in the portal or send an email to your email channel, your service project sends a confirmation that their request was received. |
Public comment added | Request | When a comment that is visible to your customers is added to the request/issue, your service project sends all the customers involved on the request a notification. |
Public comment edited | Request | When a comment that is visible to your customers is edited, your service project sends all the people involved on the request a notification. |
Request resolved | Request | When a request resolution field is set, your service project notifies the reporter and all customers involved. This notification is sent to the reporter even if they have turned off notifications for a request. |
Request reopened DISABLED | Request | When a request's resolution field is cleared, your service project notifies all people involved. |
Participant added DISABLED | Request | When participants are added to a request, your service project notifies the new participants. |
Organization added DISABLED | Request | When a request is shared to an organization, your service project notifies the organization's members so they can opt-in to further updates. |
Approval required DISABLED | Request | When a request transitions to an approval stage of its workflow, your service project notifies approvers that they must act on the request. |
Customer-visible status changed | Request | When a request transitions to a status that is visible to the customer, your service project notifies the customers involved. |
Notifications Per Project
CSM
TForge Finance
Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | |
Request created | Enabled | |
Public comment added | Enabled | |
Public comment edited | Enabled | |
Request resolved | Enabled | |
Request reopened | Disabled | |
Participant added | Disabled | |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled |