Editing
Send automated notifications to deal owners
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Step-by-step Instructions == To set up automated notifications for deal owners, follow these detailed steps: 1. **Navigate to the Automations Overview:** - Click on '''Automations''' in the left menu. This will take you to the Automations Overview page. 2. **Select or Create Your Automation:** - Click '''Edit''' for an existing automation you want to update, or create a new automation by following the on-screen instructions. 3. **Add the Notification Action:** - Drag the '''Send a notification email''' action to your automation. This action can be found under the '''Sending Options''' section. 4. **Configure Notification Email:** - A modal window will appear for you to create your notification email. Fill out the following fields: * **Subject line (Required):** Enter your desired subject line. You can also add an emoji or personalization by clicking the corresponding icons. * **Send to:** Click on the '''Send to''' field to select the email address of the user who should receive the notification. You can select up to five email addresses for this field. * **From:** The name and email address will be displayed by default as the user who is configuring the action. To change this, click '''Edit''' to modify the From name and email address. Use the lightning bolt icon to add personalization as needed. Once satisfied, click '''Done'''. * **Write your message:** Craft the body of your notification message. You can format your message using basic styling options, bullet points, and personalization. * **Preview:** Click the '''Preview''' option to see how the email will appear to the recipients. * Once you have configured all details, click '''Save''' to complete the setup of your notification action.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information