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.
- In Engagement Manager, select the gearSetup
, then Notification Rules. - SelectAdd Rule.
- Mark the checkbox for the type of rule you want to create, then selectNext.
- Mark the checkbox for the action you want to be notified about, then selectNext.
- Optional: Mark the checkboxes and select the corresponding user or priority settings for any conditions you want to include for the notification rule. SelectNextwhen you're finished.
- Mark the checkboxes and select the roles and specific people you want to send the notifications to, then selectNext.
- Optional: Mark the checkboxes and select the corresponding user or priority settings for any exceptions you want to include for the notification rule. SelectNextwhen you're finished.
- Enter a name for the notification rule. Mark thePubliccheckbox 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 theAdd Public Rulepermission enabled to make a rule public. Administrators can assign theAdd Public Rulesecurity permission for users in theDashboardtab of the Permission Groups screen.
- SelectDone.
Edit a notification rule
Follow these steps to edit a notification rule in Engagement Manager.
- In Engagement Manager, selectSetup , then Notification Rules.
- Mark the checkbox for the notification rule you want to edit, then selectEdit
. - Make your edits to the notification rule and selectSave and closewhen you're finished.
Delete a notification rule
Follow these steps to delete a notification rule in Engagement Manager.
- In Engagement Manager, select the gearSetup , then Notification Rules.
- Select the notification rule you want to delete, then trash can
Delete. - SelectYesto confirm.
