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:

  1. On the home page, click the My Client Groups tab.
  2. Click Show More under Quick Actions.
  3. Click the Journey Templates quick action in the Journeys Setup area.
  4. Click the journey name where you want to configure alert notifications.
  5. Click the Notifications tab and ensure that the processing mode is Alerts based notification.
  6. Click the Edit Notifications pencil icon.
  7. Enable the Send notification when Journey is assigned option.
  8. 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.

  9. 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.

  10. If you want rich content, select User-defined alert template from the Content Type LoV.

    Select your custom template for the notification type.

  11. Enable the Send notification when Journey is force completed option.
  12. Repeat steps 8 through 10 and click Save.
To configure alert notifications for journey tasks, follow these steps:
  1. Click the Overview tab.
  2. In the Tasks section, click the Edit icon for the task where you want to configure alert notifications.
  3. Complete the required fields in the Overview tab.
  4. Click the Notifications tab.
  5. In the Notification overrides section, click the Edit icon for the task notification type you want.
  6. Enable the Notify Performer option.
  7. 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.

  8. 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.

  9. If you want rich content, select User-defined alert template from the Content Type LoV.

    Select your custom template for the task performer.

  10. Click Save.
  11. Enable the Notify Owner option.
  12. Repeat steps 7 through 9 and click Save.
  13. In the Reminders section, enter or select the fields values as required.
  14. Repeat steps 7 through 9 and click Save.