Notification Settings Overview
Notification templates for all notification events can be configured in the "Notification Settings" folder of the ADMINISTRATION module of your portal. These notifications can be used for internal or external communications and can be prompted as a result of an order event, asset event, service event, etc.
There are two types of settings in this module
a. Subscription Events - These are the events that internal employees sign up for in their Events & Notifications tab of their profile (for information on how to enable notifications per employee go to: Employees).
The group filter can be used to narrow down the list. Here is an explanation of each group type:
b. Direct Communications - These are the notifications that are sent by a click of a button (e.g. Send Invitation in the employee profile, Send Email button from a work order).
Template Header and Footer
To assign a default header and footer of any notification sent from the portal, select the "Edit Common Header & Footer" button at the top of the panel.
At the bottom, a general reply-to email can be defined. Note that when the reply to is not given, the person who receives the email cannot reply back. Click "Save" after all your changes have been made. This will now be used for both subscription events and direct communications.
Edit the template for any notification by selecting the name of the notification event from the list. Use the "Short Message" description to clarify exactly which event this notification applies to.
You can use Qualer provided Variables to add up-to-date and personalized information about client assets, internal assets, maintenance events, service events, etc., and you can use html formatting to include interactive and clickable links for your notification recipient to quickly access important information directly from the email. If you need a new variable added, please contact email@example.com.
Also note that, when defined, the "Reply to e-mail" will be the default "from" address that the recipient will see in their mailbox. However, if no "Reply to e-mail" is defined, notifications will come from the account information of the employee logged in when notification was sent for direct communications and from a no reply email for subscription events. Be sure to check the box for Enabled so the emails will work.