Access the Notifications menu to customize and manage email notifications that are sent to your specified recipients. The provided notification options can be increasingly important in case submitted notifications should match the identity of your organization and in case it is necessary to provide rules that the system should follow for sending required emails. Consequently, this section is used to customize templates for your notifications, manage rules for your notification mailing, and disable unwanted notifications completely.
The following introduces available user interface operations within the Notification section of the Account module.
The Notifications tab provides the email notification types for various events on the CloudBlue Connect platform. This tab is used to review and manage your email notifications and examine your notification statistics. Namely, the system specifies the number of sent notifications for the last moth and for the present day.
The system also allows enabling and disabling specific notifications by using the vertical ellipsis (⋮) icon and selecting Enable and Disable options. In case your selected email notification is disabled, the system will not provide an email with these notifications.
Manage rules for sending your selected email notification and configure placeholders for your notifications via the Notification Details screen.
By accessing the Notifications tab, the system allows managing the following email notification types:
Click on your required notification type from the provided list to access the Notifications Details screen and manage your selected notifications as described below.
This Notification Details screen provides general information on your selected email notification template. This includes your selected notification name, notification description, and associated module. Disable or enable your selected notification by clicking on the vertical ellipsis (⋮) icon at the top-right corner of the screen.
Notification Details also allows defining and managing your rules and accessing placeholders as described below.
Access the Rules tab to define your rules for sending your selected email notifications. Namely, rules represent your selected conditions, required recipients, template configurations that the system checks up and applies before sending required emails.
Create a new rule by clicking the Add button on the provided user interface. Thereafter, use the following form to configure your rule:
Click the Add button to save your email notification rule. Note that the system allows disabling/ enabling or removing by using the vertical ellipsis (⋮) icon. Select the Preview option by clicking the ellipsis icon to preview the specified template for your added rule. Furthermore, the system allows previewing your email notification by sending a test email to your specified address via the corresponding Send Test Email option.
Use the provided order icons to change the order of your added rules. It is important to note that the first rule from the top that matches the criteria is used. Namely, in case multiple rules with similar conditions are created, the system automatically follows the first enabled rule from the top of the list.
Note that new created rules are Disabled by default. Therefore, make sure to enable required rules before finalizing your rules configuration.
The Placeholders tab is used to access the placeholder data for your selected email notification. The provided data grid includes your available placeholders, sample values and description for each placeholder.
The system also allows downloading the provided placeholder data by using the Download button on the right-hand side of the screen.
The Settings tab allows accessing global data and global configurations for your email notifications. Namely, this include your global placeholder data, sender email, sender name, time-zone, region and so on.
Global placeholder, as the name implies, provides your footer placeholder that is applicable to all email notifications. Use the provided Copy button to copy the provided placeholder data.
Click the Edit button at the top-right corner of the Settings screen to access the sender data and date/time options:
Once your region, time-zone and time format configuration is complete, click the Save button to save your adjustments.