Notifications

How to create and manage different types of notifications.

Understanding Notifications 
Types
Options
Video Walkthrough

Understanding Notifications

Notifications serve as a valuable tool for communicating with advocates in various situations.

Examples include notifying advocates of perks, handling errors, encouraging engagement with specific tasks, and providing general updates.

Notifications are displayed through a banner in the portal and also appear in the notifications 🔔 section. Advocates must be logged in to the portal to view notifications.

Types

System

These are default notifications built into the system for events like completing tasks and accepting submissions. We suggest keeping them active, but feel free to customise the wording to align with your brand's voice if needed.

Custom 

Functioning similarly to the system notifications, custom notifications offer the added feature of scheduling and targeting specific groups, tiers, or labels of advocates, along with the inclusion of a call-to-action (CTA) if required. 

Options

Name - Internal use, not visible to advocates.

Message - What the advocate reads.

Featured - This checkbox will push the notification to the top of the list as long as the notification is active. 

Publish date - Publish and retract dates can be scheduled. 

Audience - Specify what groups or labels receive the notification. 

Only dispatch to the target audience on the publish date - This checkbox ensure that advocates who enter the audience selection after the publish date won't receive the notification.

For example: If the notification has a target audience of Tier 2 and will publish on the 23rd of Jan at 13:00.

All advocates in Tier 2 will see the notification at time of publication however any who get to Tier 2 after the 23rd of Jan at 13:00 won't see it. 

Action - This turns the notification into a CTA, you can either refer to a task ID or any URL.

Manage > Copy - Notifications can be copied/duplicated.

Video Walkthrough