Your customers can easily adjust their notification preferences within the platform.
Primary Audience: All Internal Users
Your customers now have full control over how they receive notifications. The notification center allows Customer Portal users to choose between email, text, and app push notifications for each type of notification triggered from different Platform functions. Customers also have the ability to disable notifications.
All notifications will be displayed in the main Notifications page and are linked to their original source. This view provides a master list of historical notifications that can be easily referenced at any time.
The notification center empowers your customers to customize their interaction with the Platform. If there is a valid email address or phone number on an account, the settings to receive notifications via email and text will both default to “On”. All users will have app notifications “On” by default, as well. Customers are able to unsubscribe from marketing communications via the Personalized Updates notification category.
- Note: If your customer has neither email or phone number listed on their account, the settings by default will be “On”, and will go into effect once contact information is added to the customer’s account.
- Note: If a customer unsubscribes from Contract notifications, an error will flag within the Team Hub letting whomever sends the contract know that notifications are turned off. An Internal User will have the option to enable that setting to allow for the contract to be sent.
Help your customer’s navigate to their notification settings via the following steps:
- Click the Notifications button found on the horizontal tab on the Customer Portal home page
- Click the Settings button found in the upper right corner of the page
- Modify the notification preferences within Notification Settings as desired
- The set preference autosave and are immediately active
Internal Users of all permission levels are able to adjust notification settings on behalf of their customers as well. Example: A customer asks their agronomist to adjust their notification settings to no longer receive text messages and only receive email notifications.
To view or adjust a customer’s notification settings, follow these steps:
1. Navigate to the Clients tab in the Team Hub and find the specific client
2. Select the client, and navigate to the Client Profile page within the summary drop-down menu
3. In the bottom section of the Client Profile page, notification settings can be modified
4. Click "Save" in the bottom left corner.
Check out the Overview of Notifications article to learn more about the different notifications that are sent to internal users and customers from the platform.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.