Get a daily, weekly, or monthly dose of emails notifying or reminding you about key activity in your CRM system. Whether it's upcoming Tasks, new customers that have been added, missing orders you need to chase, or on-hold/pending orders that need a resolution - decide what you want to hear about and how often! Subscribing to email notifications helps you stay on top of key activity as and when it happens.

The CRM notification emails get sent during your Workspace's daily maintenance cycle. Maintenance is run during off-peak times, usually in the evenings so, expect the daily emails to land in your inbox then!

How do I enable notifications?

What personal notifications can I enable?

To update your personal email notification settings, click on your avatar in the top-right hand corner of the CRM, or head to Personal Settings under Settings in the navigation menu.

Simply enable or disable any that you're interested/uninterested in and set the frequency of updates.

Detailed below are all the personal notifications you can enable.

The "Enquiry assignments", "Task Assignments" and "Mentions" notifications are enabled by default, so you get notified immediately about any record assignments to follow up on. You can then manage how often these emails are sent.

This notification will send you an email notifying you that an email sent from the CRM failed to deliver/bounced and was not received by the recipient. You can have this notification sent instantly when an email fails to deliver, or get a report of them daily, weekly or monthly.

Receive a monthly email notification update telling you when your Growth Metrics in the Growth Engine have been refreshed. This helps you understand how the activities/initiatives from the previous month have impacted your performance against each of the seven Growth Strategies (Attract, Sell, Close, Onboard, Order Value, Order Frequency, Retention).

Please note: The Growth Engine is only available to customers on a Standard or Premier Customer Success Plan.

Receive a report of new pending orders. This will include new orders that are on-hold or needing some other intervention. Only Orders that are new and that you've not already been notified about will be included in this report. You can also choose to only receive this notification where you are the assigned Account Manager, so you don't get notified about accounts that aren't customers you look after.

Receive a report of all pending orders. Again, you can then choose to only receive this notification where you are the assigned Account Manager.

This notification will send you an email containing customers who have fallen into the 'Should have Ordered by Now' Report, as well as a link to an overall Report which can also be found here or via the 'See More' link on the 'Missing Orders' tile of the Account Manager Dashboard.

This notification helps you stay up to date whenever new customer accounts are created. You'll receive a list of all the new customer accounts created within the time frame selected. So, if you select 'Weekly emails', you'll receive an email listing the customers that have been created during the week.

Please note: This notification refers to Sales Ledger record creations.

Get notified when a new customer places their first ever order. You could even reach out to the customer to personally thank them for their first order, and encourage them to keep you in mind when placing their next order.

This notification sends you a list of customers who need contacting based on their last contact date. You can also view these customers at any time on the Needs Engagement tile of the Account Manager Dashboard. Again, you can configure this notification to only show customers that are assigned to you, and change the email notification frequency.

Receive an email every time a new order is placed and a brief summary of what's been ordered. This is a great way to track orders and gives you an insight into Customers who might be great for upselling!

Get notified if your Integration ever errors. This is useful to help monitor your integration and action any issues as they arise. Whilst, we do have monitoring for integrations it's important to be aware of your integration to avoid any issues. This applies for all integrations.

Please note: email notifications will not send when there is no notification ie. No Customers are in the Need Engagement section