Configurable Notification Settings

Configurable Notification Settings

User's now have more granular control over there Notification Settings. You can control what rating ranges you want to receive notifications for teams and locations of which you are a manager.

On a survey or testimonial, we allow the creator to set a range in which to notify recipients, managers, and root accounts, which might look something like:



Which means that the recipient should receive a notification for all submissions, managers should only receive submissions with a rating from 1 star to 3 stars, and root accounts should only receive notifications for 1 star to 2 stars.

However, what if as a manager, I don't want notifications that are this aggressive. Let's say for my workflow, I really only want to know about 1 star reviews, but I don't have permission to change the underlying survey, nor do I want to change it for everyone.
We now allow users to do just that. They can control what they receive within a rating range.

Steps
1. Navigate to Account (upper right corner)
2. Click Notification Settings under Action Items
3. Configure your personalized notification settings as you desire.
4. Make sure you hit the "save" button"

Please keep in mind that these settings are ONLY restrictive. So, if the original range says to report 1 - 3 and you specify 1 - 4, then you won't receive any for 4 as it's restricting, not expanding.

    • Related Articles

    • How to Add Locations

      As an Admin of an account you can create Locations if you have more than one office location. Step 1: Select Management from the left-hand side Navigation Bar and then Teams Step 2: On the Location page, click Add Location Step 3: Here you will add ...
    • Edit a Widget

      Once you've created a widget, you will have the option of changing a number of different settings particular to that widget.  Note: Depending on your parent account’s permission settings, you may not have access to this feature.  Step 1: From your ...
    • How to Publish a Testimonial

      Most accounts are setup to auto-publish testimonials to the account's marketing sites and widgets. However, if you have a testimonial that you need to manually publish, you can follow these steps to do so. Please note that it can take up to 24 hours ...
    • Send Welcome Email to Users from Dashboard

      As the Admin or Manager of a Location(s), you can send a Welcome Email directly from your dashboard, which will include your Users login information.  To do this, please follow the steps below: Step 1: Locate the Management - User page from the ...
    • Delete A Testimonial

      Note: Depending on your parent account’s permission settings, you may not have access to this feature. In this case, please contact your account administrator. Step 1: From the Dashboard click Testimonials and then Manage Testimonial Step 2: On the ...