How to Configure Custom Notifications as a User within the Account

How to Configure Custom Notifications as a User within the Account

allows you to customize your notification preferences to suit your work style, giving you flexibility and control over how you receive reminders. This article walks you through setting up and customizing your notifications within an account, ensuring you never miss a task or important message again.

Key Features and Benefits

Customizable Reminder Times: Schedule task reminders based on your preferred time zones, ensuring you and your team receive timely alerts.
Multiple Notification Channels: Notifications can be sent via in-app messages, SMS, and email, allowing you to choose the channel that works best for you.
Daily Notifications: Set up reminders for due and overdue tasks, helping you manage priorities efficiently.

How to Use

Step 1: Accessing Notification Settings

Navigate to the Settings section in the bottom left of your screen.
Select My Profile from the left-hand side menu.
Click on the Notifications tab at the top of the screen.

Step 2: Customizing Notification Preferences

In the Notifications tab, you will see three categories: In-app, Email, and SMS. Each category represents the method through which you can receive notifications.

1- In-app Notifications:

Available for both mobile and desktop versions.
Ensure that the desktop notification bell is visible and mobile notifications are set for prompt delivery.

Desktop notification

Users can receive notifications when they are outside . They need to ensure that ‘s website can push desktop notifications in the browser settings.

Please Note:

Here is how to manage browser notifications for various browsers:

Chrome:https://support.google.com/chrome/answer/3220216?hl=en&co=GENIE.Platform%3DDesktop

Microsoft Edge:https://support.microsoft.com/en-us/microsoft-edge/manage-website-notifications-in-microsoft-edge-0c555609-5bf2-479d-a59d-fb30a0b80b2b

Safari: https://support.apple.com/en-gb/guide/safari/sfri40734/mac

Firefox: https://support.mozilla.org/en-US/kb/push-notifications-firefox

Mobile application

Users can receive notifications in the LeadConnector app. All notifications will be sent here if Web app notifications are enabled by default.
Please Note

For Mobile App Push Notifications, app permissions for notifications must be granted in Mobile Settings.

Android: https://support.google.com/android/answer/9431959?hl=en

iOS: https://support.apple.com/en-gb/guide/iphone/iph251e92810/ios

2- Email Notifications:

Check the Email box for any notification type you’d like to receive via email.

3- SMS Notifications:

Enable SMS notifications to receive alerts directly on your phone.

Step 3: Set Task Reminders

Scroll down to Task Notifications.
To enable reminders for tasks assigned to you, check In-app, Email, or SMS based on your preference.
Set the time interval for receiving reminders (e.g., 15, 30, or 60 minutes before the task is due).
Enable daily summaries of both due and overdue tasks at your preferred time (e.g., 8:00 AM).

Step 4: Sending and Receiving Notifications

Daily Summaries: Activate daily summaries to ensure team members receive a list of all due and overdue tasks.
Multiple Channels: Ensure notifications are sent through all relevant channels (e.g., In-app, Email, SMS) to cover all touchpoints.
Task Alerts: Customize when and how notifications for specific tasks will be sent based on your team’s time zone and daily schedule.

Step 5: Save Your Settings

Once you’ve configured your notification preferences, click the Save button at the bottom right to apply the settings.

Notification Click-to-Redirect:

When a notification pops up on the web app you can click it to get redirected to the origin of that notification.

This table explains how the redirect feature is meant to work:

Serial#

Category

Notification type

Available for

Channels Supported

Redirect To

Conversations

Notification for all new conversations and messages initiated with the account

Admin & Users

Web, Desktop, Mobile

Account > Conversations > Conversation tile

Conversations

Notification when a conversation gets assigned to me

Admin & Users

Web, Desktop, Mobile

Account> Conversations > Conversation tile

Conversations

Notification for new messages on a conversation I am assigned to

Admin & Users

Web, Desktop, Mobile

Account> Conversations > Conversation tile > Message

Task

Notification when a task gets assigned to me

Admin & Users

Web, Desktop, Mobile

Account> Contacts > Tasks

Task

Get a reminder mins/hours/days before an upcoming task (assigned to me)

Admin & Users

Web, Desktop, Mobile

Account> Tasks

Task

Send a daily summary of due tasks at HH:MM

Admin & Users

Web, Desktop, Mobile

Account> Tasks

Task

Send a daily summary of overdue tasks at HH:MM

Admin & Users

Web, Desktop, Mobile

Account> Tasks

Calendar

Notification for all new appointments booked with the account

Admin & User

Web, Desktop, Mobile, Email

Account > Calendars

Calendar

Notification when a new appointment gets assigned to me

Admin & Users

Web, Desktop, Mobile, Email

Account> Calendars

Calendar

Get a reminder “15/30/45/60” mins before an upcoming appointment (assigned to me)

Admin & Users

Web, Desktop, Mobile

Account> Calendars

WordPress

Notification when new WordPress service is purchased

Admin

Facebook

Notification when a new review is received

Admin & Users (TBC)

Web, Mobile (existing)

Account> Conversations > Conversation tile

Google

Notify when a new review is received

Admin & Users (TBC)

Web, Mobile (existing)

Account> Conversations > Conversation tile

Pro Tips

Set Notifications Based on Work Hours: Configure notifications to align with your team’s working hours to avoid sending reminders when they’re unavailable.
Daily Task Summaries: Use daily summaries to help team members focus on their most important tasks and ensure overdue tasks are addressed.
Experiment with Channels: Test different combinations of notification channels (in-app, SMS, or email) to find the best way to stay informed without feeling overwhelmed.

FAQ

Question: How does the mark all as read button in the notifications panel work? Answer: The “Mark All as Read” button in the notifications panel updates the status of all notifications from unread to read.

Question: How many notifications can I scroll through before additional ones need to load? Answer: You can scroll through 25 notifications before the panel loads the next set of 25.

**Question:What does the “Clear All” notification option do? Answer: Clicking the “Clear All” button removes all notification records currently fetched for the logged-in user at the page level. Any new or additional notifications will appear after the clearing process is complete. Please note that once cleared, these notifications cannot be restored.

Question: Can I customize the time interval for task reminders? Answer: Yes, you can set the time interval for task reminders to 15, 30, or 60 minutes before the task is due.

Question: Can I adjust notifications based on my work hours? Answer: Yes. You can configure notifications to align with your team’s working hours, ensuring reminders are sent only when relevant.

Question: What happens if I change my time zone? Answer: Task reminders and daily summaries automatically adjust based on your updated time zone, ensuring notifications are delivered at the correct local time.

Question: Why am I not receiving desktop notifications even though I enabled them in the app?

Answer: You must also ensure your browser settings allow the website to push notifications. If you use Chrome, Edge, Safari, or Firefox, you may need to grant permission in the browser’s privacy or site settings for the alerts to appear when you are outside the application.

Question: What happens if I click on a notification pop-up in the web app?

Answer: The web app features “Click-to-Redirect.” Clicking a notification will automatically take you to the origin of that alert, such as the specific Conversation tile, Task list, or Calendar entry.