Notifications Step By Step

Notifications Step By Step

Module: Notification
Topic: Notifications Step By Step
Version(s):  5.1 and up
Editions: Commerce / Call Center


Below you will find step by step instructions on how to setup notifications within your instance. The links will give you more detailed instructions on HOW to do each step. This article is intended to be a quick guide. 

Setting up Notifications 5.1

  1. Firewall Request Form - this allows communication between OLX and your SMTP server
  2. Create Grid - here you will configure the data you want displayed in the email to be sent
  3. Setup Notification - this is where you configure the email to be sent, inserting the grid previously created
  4. Set Event Configuration - this step tells the system when to send the email notification created in step 3
  5. Edit Preference - this is where you will make sure the smtp credentials are correct
    1. Email Profiles is where the SMTP settings are located within Orderlogix
  6. Prepare Notification - merges all customer specific alias information into the templates created **this step has to be done before you are able to schedule automation
  7. Set Schedule - Automated Delivery - here you can create custom schedules for email and/or internal notifications; eliminating the need to manually prepare and send them

Troubleshooting Articles

  1. Blank Prepare Notification Screen??
  2. Notification Not Sending!?!?!?


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