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Administration

Use notification rules

Notification rules generate notifications when specific Engagement Manager events occur. These notifications appear when selecting
Notifications
 .

Create notification rules

Follow these steps to add a notification rule in Engagement Manager.
  1. In Engagement Manager, select the gear
    Setup
     , then
    Notification Rules
    .
  2. Select
    Add Rule
    .
  3. Mark the checkbox for the type of rule you want to create, then select
    Next
    .
  4. Mark the checkbox for the action you want to be notified about, then select
    Next
    .
  5. Optional: Mark the checkboxes and select the corresponding user or priority settings for any conditions you want to include for the notification rule. Select
    Next
     when you're finished.
  6. Mark the checkboxes and select the roles and specific people you want to send the notifications to, then select
    Next
    .
  7. Optional: Mark the checkboxes and select the corresponding user or priority settings for any exceptions you want to include for the notification rule. Select
    Next
     when you're finished.
  8. Enter a name for the notification rule. Mark the
    Public
     checkbox if you want to make this rule available to all Engagement Manager users.
    By default, rules are only visible to the user who creates them. You must have the
    Add Public Rule
     permission enabled to make a rule public. Administrators can assign the
    Add Public Rule
     security permission for users in the
    Dashboard
     tab of the Permission Groups screen.
  9. Select
    Done
    .

Edit a notification rule

Follow these steps to edit a notification rule in Engagement Manager.
  1. In Engagement Manager, select
    Setup
     , then
    Notification Rules
    .
  2. Mark the checkbox for the notification rule you want to edit, then select
    Edit
     Edit a notification rule .
  3. Make your edits to the notification rule and select
    Save and close
     when you're finished.

Delete a notification rule

Follow these steps to delete a notification rule in Engagement Manager.
  1. In Engagement Manager, select the gear
    Setup
     , then
    Notification Rules
    .
  2. Select the notification rule you want to delete, then trash can
    Delete
    .
  3. Select
    Yes
     to confirm.

This article applies to:

  • Product: Engagement Manager

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