Notification Set Up

Module: Notifications

Path: Processing > Notifications > Notification Setup

Topic: Notification Set up

Version(s): Version 5.1 and up

Editions: All Editions

What Are Notifications

Are programmable system communications between you and your agents as well as you and your cust

Making The Connection

Where Will I See This Within OLX?

You will see notifications on the Customer Detail Page Customer Detail Page (orderlogix.com) and under Process History for Job Type contains Notification.

What Reports Can Be Pulled?

at this time there are no reports

What Imports/Exports Relate to Notification Templates/Grid

at this time there are not imports/exports related to notification templates/grids

Trouble Shooting

Customer is not receiving notifications

Check the customer record to see what the No Soliciting setting is set to

True will keep notifications from sending to this customer
False will allow notifications to send to this customer

Check the Notification Management to make sure the scripts are selected correctly

Setup

Notification Templates

Navigate to the Notification Setups module from the Company Data menu. (Company Data > Notifications > Notification Setup)

Tool Bar

Utilizing the buttons on the tool bar

you can:

Go back to the previous screen

Add new

Minimize module

Filter

You can use the filter options to narrow down the displayed selections.

Description
Template Name
Type

Add additional filters by click the Add button

Apply the filtered selections by clicking Apply Filter

Remove the filtered selections by clicking Remove Filter

To show inactive accounts in the displayed records check Show Inactive

You can set the number of records to be displayed

Add New

To copy an existing record, click on the copy button next to the record you want to copy.
To edit an existing record, click on the edit pencil next to the record you wish to edit.
To add a new record, click on the Add New button in the blue module bar.

A new window will pop up.

Enter the name of the notification template.
Select the type of notification template you wish to use from the drop-down list. The type of grid's and alias' you can insert will depend on the type of notification template you select.

Subscription
Call
Lead
Sale

Enter the "from name" of the sender, which applies if it is an email notification.
Enter the "from Address" that you want the customer to see if an email notification is.
Enter the "BCC Address" that you do not want the customer to see if an email notification is.
Enter the subject line (if you are setting up an email notification) that you want the customer to see.
Enter a description for the notification, which is for use within OrderLogix, and does not get sent to the customer.
If you are setting up an "internal" notification, you can choose a calling profile from the drop-down list, which will alert the employee if they are going to call outside of acceptable time frames.
To insert a notification grid, select it from the drop-down list and click the Insert button. This will place a predefined grid into your notification template.
To insert an alias into the notification template, select it from the drop-down list and click the Insert button. This will place an alias into your notification template.
Enter the body of the notification template. You can alter the way the body looks by using the various tools located on the toolbar. To view the list of tools and what they do, click the Help icon.

If invalid aliases are detected, the user will be prompted and given the option to remove the aliases automatically. This feature will also remove java script blocks and style classes which do not work in most email clients (inline styles on elements, which are the recommended way to style emails is still allowed).

Suggested reading related to HTML emails:

https://customer.io/blog/how-to-make-css-play-nice-in-html-emails-without-breaking-everything/

Design

To view the notification template in simple form.

HTML

To view the notification template in HTML code.

Preview - this will remove the ability to edit the template

You cannot delete when you are trying to add a new notification template

* To save the changes click the Save button

* To cancel any of the current changes you have made click the Cancel button

This will close the window without saving any changes.

* To apply the current changes you have made click the Apply button

* To print the current window click the Print button

* To delete the selection click the Delete button

This will prompt you to make sure you want to delete this item.

Clicking OK will delete the selected item and close the window.