Module : Notifications
Topic : Notification Management
Version(s) : Version 5.1 and up 
Editions : Commerce & Call Center

The Notification Management section of the Notifications section, is where you can create custom notifications for sales or leads based on various "triggers" including item statuses, cs activities and different script dispositions.  Navigate to Company Data > Notifications > Notification Management.    

Adding a Script Disposition Notification

1. Click the   'Add New Script Disposition Notification' button and a new Script Disposition Notification Details window will pop up.
   
2. Select the disposition associated with the template from the Disposition drop-down list.
   
3. Select the script(s) the template should be triggered from to from the Available scripts selection box.
   
4. Select the delivery method, and enter a delay time if applicable. 
   
5. From the Notification Template drop-down list, select the template you want to add.
   

E-mail delivery method as shown above can be applied to a Sale or Lead template for a Sale disposition, or a Lead Template for any "non-sale" disposition.

Internal delivery method as shown below, will then need to be applied to a Queue Template which will then filter any of the dispositioned calls into that queue for call back.

• Click the    Save Button to save the script disposition notification template. 
  
• To cancel any of the current changes you have made, click the   Cancel button. This will close the Script Disposition Notification Details window without saving any changes.
  
• To delete an existing notification click the   delete button.
  
• To print the current Script Disposition Notification Details window, click the   Print button.
  

Item Status Notifications

Adding a Script Itemstatus Notification

1. Click the    'Add New Script Item status Notification' button and a new Script Item Status Notification Details window will pop up.
   
2. From the Script drop-down list, select the script you want to add the notification to.
   
3. From the Item Status drop-down list, select the item status you want to add the notification to.
   
4. From the Notification Template drop-down list, select the template you want to add.
   
5. Select the delivery method (email or internal).
   
6. If applicable, select a Delay time in minutes, hours, days or weeks.
   
7. Check off the box that states "Exclude Autoships" if you do not want the notification to be delivered for continuity orders.
   
8. Check off the box that states "Include ONLY Autoships" if you want a specific notification to be delivered for only continuity orders.
   
9. Check off the box that states "Exclude Installments" if you do not want the notification to be delivered for each multi-pay offer on the order that ends up in the eligible status.
   
10. Check off the box that states "Exclude Set Items" if you do not want the notification to be delivered for each item that is on the order as a set.
    
11. Check off the box that states "Cancel if Item Status Changes:" if you do not want the notification to be delivered if the status of the item changes. 
    

E-mail delivery method as shown above can ONLY be applied to a Sale templates for item status notifications.

Internal delivery method as shown below, will then need to be applied to a Queue Template which will then filter any of the items that reach that status into that queue for call back.

• Click the    Save Button to save the item status notification template. 
  
• To cancel any of the current changes you have made, click the   Cancel button. This will close the item status Notification Details window without saving any changes.
  
• To delete an existing notification click the   delete button.
  
• To print the current item status Notification Details window, click the   Print button.
  

Customer Service Activity Notifications

Adding a Customer Service Activity Notification

1. Click the   'Add New Customer Service Activity Notification' button and a new Customer Service Activity Notification Details window will pop up.
   
2. Select the script(s) the template should be triggered from to from the Available scripts selection box.
   
3. Select the CS Activity code that should trigger the template from the drop-down list.
   
4. Select the Reason Code (if applicable) associated to the triggered CS Activity code. Note that if you are selecting a manual CS Activity code rather than a "SYS:" code, this field will be defaulted to "All Reason Codes."
   
5. Select the delivery method, and enter a delay time if applicable. 
   
6. From the Notification Template drop-down list, select the template you want to add.
   

E-mail delivery method as shown above can ONLY be applied to a Sale templates for CS Activity notifications, which you see some information about at the top of the screenshot of the set up.

Internal delivery method as shown below, will then need to be applied to a Queue Template which will then filter any of the items that reach that status into that queue for call back.

• Click the    Save Button to save the CS Activity disposition notification template. 
  
• To cancel any of the current changes you have made, click the   Cancel button. This will close the CS Activity Notification Details window without saving any changes.
  
• To delete an existing notification click the   delete button.
  
• To print the current CS Activity Notification Details window, click the   Print button.
  

If you wish to edit any existing notification, click the   edit icon next to the template you want to edit and the corresponding Notification Details window will pop up with the selected notification's information.
If you need to copy an existing notification click the   copy icon, which will create a new one with all of the same options selected and allow you to make whatever changes are necessary before saving the new notification.

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Edit Defaults

1. Click the   Edit Defaults link in the Notification Config module and a new Notification Default and Preview Details window will pop up.
   
2. Select the "Notification Type", you can choose call, lead or, sale from the drop down list.
   
3. Edit the Preview Value and Default value for each alias you want to change.
   

• Click the    Save Button to save the Notification Defaults and the Preview Details window will close. 
  
• To cancel any of the current changes you have made, click the   Cancel button. This will close the Notification Defaults window without saving any changes.
  
• To delete an existing notification click the   delete button.
  
• To print the current Notification Defaults window, click the   Print button.
  

Edit Preferences

1. Click the   Edit Preferences link in the Notification Config module and a new Notifications Preference window will pop up.
   
2. Edit the SMTP value of the email server you intend to send any email notifications from. Note, this will need to be white listed through the OrderLogix IT department before you can successfully send emails via that server address.
   
3. Enter the SMTP port (this is 25 by default).
   
4. Choose Remote or Local Server.
   
5. Choose Authenticate: True for a mail server which requires authentication and False for one that doesn't.
   
6. If authentication is true, enter your username, password, and confirm your password.
   

• Click the    Save Button to save the Notification Preferences and the window will close. 
  
• To cancel any of the current changes you have made, click the   Cancel button. This will close the Notification Preferences window without saving any changes.
  
• To delete an existing notification click the   delete button.
  
• To print the current Notification Preferences window, click the   Print button.
  

Prepare Notifications

1. Click the   Prepare Notifications link in the Notifications Config module in order to merge all of the customer specific alias information into the templates created.
   
2. The Prepare Notifications window will appear.
   

1. You can sort by Template, Script Name, Delivery Method, Type Code, Start and End Date.
   
2. Click   Apply Filter to apply the sort.
   
3. To select the templates to prepare, check the checkbox next to the template name.
   
4. Select   Prepare to process the selected notifications.  Select   Prepare All to prepare all notifications. Note, you need to use the prepare all button for all item status notifications.  You will receive the following alert:
   

Click OK to finish the prepare job.  You will then see the output in the job log regarding how many notifications were prepared, as well as if there were any that could not be.

• To cancel any of the current changes you have made, click the   Cancel button. This will close the Notification Preperation window without saving any changes.
  
• To print the current Notification Preperation window, click the   Print button.
  

Send Notification Emails

1. Click the   Send Emails link in the Notifications Config module.
   
2. The Send Emails window will appear, which is the process that takes the prepared emails that were successful then batches and sends them out to the customers.
   

1. If one or more EMAIL notifications were created in the Prepare Notifications process, those notifications will appear. Note, when handling internal notifications the prepare job automatically sends them to the internal call back queue. This send job is strictly to send out emails.
   
   
   
2. You can sort by Template, Script Name, Type Code, Start and End Date.
   
3. Click    Apply to apply the sort.
   
4. To select the templates to send, check the checkbox next to the template name, or click the   send all button to send everything that was prepared.
   

• To cancel any of the current changes you have made, click the   Cancel button. This will close the Notification Send window without saving any changes.
  
• To print the current Notification Send window, click the   Print button.
  

Purge Notifications

Click the   Purge Notifications link in the Notifications Configuration Module.

1. Select the individual notification you want purged by checking the box next to the template name, or select All Notifications.
   
2. Enter the Start and End Dates for the notifications that you wish to purge.
   
3. Check the notifications you wish to delete beside the template names, or click the   delete all button to delete them all at once.
   

Delete All will NOT respect filter settings. ALL templates able to be purged in the system will be purged.

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Notification Management
Copyright 2019
Revised 5.7.2019