How do I configure alert notifications for default and user-defined content for journeys and tasks?
To configure alert notifications for journeys, follow these steps:
- On the home page, click the My Client Groups tab.
- Click Show More under Quick Actions.
- Click the Journey Templates quick action in the Journeys Setup area.
- Click the journey name where you want to configure alert notifications.
- Click the Notifications tab and ensure that the processing mode is Alerts based notification.
- Click the Edit Notifications pencil icon.
- Enable the Send notification when Journey is assigned option.
- If you want to use the default seeded notification title and description, select
Default content from the Content
Type list of values (LoV).
The read-only Title and Description fields are populated.
- If you want to modify the default seeded content, select User-defined
content from the Content Type LoV.
The editable Title and Description fields are populated where you can make changes to the default content.
- If you want rich content, select User-defined alert
template from the Content Type
LoV.
Select your custom template for the notification type.
- Enable the Send notification when Journey is force completed option.
- Repeat steps 8 through 10 and click Save.
To configure alert notifications for journey tasks, follow these steps:
- Click the Overview tab.
- In the Tasks section, click the Edit icon for the task where you want to configure alert notifications.
- Complete the required fields in the Overview tab.
- Click the Notifications tab.
- In the Notification overrides section, click the Edit icon for the task notification type you want.
- Enable the Notify Performer option.
- If you want to use the default seeded notification title and description, select
Default content from the Content
Type LoV.
The read-only Title and Description fields are populated.
- If you want to modify the default seeded content, select User-defined
content from the Content Type LoV.
The editable Title and Description fields are populated where you can make changes to the default content.
- If you want rich content, select User-defined alert
template from the Content Type
LoV.
Select your custom template for the task performer.
- Click Save.
- Enable the Notify Owner option.
- Repeat steps 7 through 9 and click Save.
- In the Reminders section, enter or select the fields values as required.
- Repeat steps 7 through 9 and click Save.