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    • How to Collect Leads' Email and Phone Number
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    • How to Route Leads
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    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
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On this page
  • Notification Channels
  • Notification Center
  • Desktop Notification
  • Email Notification
  • Sound Notification
  • Notification Types
  • Notification Preferences
  • Notifications Troubleshooting
  • Push Notifications Are Not Arriving

Notifications

Receiving alerts when a contact needs your attention.

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Last updated 1 year ago

Using notifications, ISMessenger platform will send you alerts whenever there are contacts that require your attention. Notifications can be received anytime, even though you are not on the platform.

Notification Channels

Notification Center

The Notification Center can be found in the top navigation bar of the platform. It is represented with bell and a number indicator. The number represents the unread count of notifications the user has.

When you press on it, the notification center will appear and it will list all your notifications sorted by time received. The unread notifications will have a slightly darker background than the others.

The notification center has 3 tabs namely New, Archived and All and their functions are as follows:-

  • New - This tab lists all unread and unarchived notifications

  • Archived - This tab lists all archived notifications

  • All - This tab lists all notifications regardless of archived or unarchived

Archiving or Unarchiving a Notification

This Notification Center will also work as a task manager where users can archive or unarchive the tasks when necessary.

You can archive any task by hovering over the notification in the NEW tab and press on the x on the top right corner of the notification.

Alternatively, if you would like to archive all, you can do by pressing on ARCHIVE ALL on the top right of notification center.

If you accidentally archive a notification, you can unarchive the notification by doing the same in the ARCHIVED tab.

Desktop Notification

Whenever a user is away from the platform, desktop notifications can be sent to them via the browser.

We recommend using Google Chrome to enable your desktop notifications to ensure the reliability of the notifications' delivery!

Google Chrome

Email Notification

If you prefer to receive notifications via email, we also send notifications to the email address you provided during sign up. The notification includes actionable information that will keep you informed of what is important and the action that needs to be taken.

Examples of Email Notifications

Sound Notification

When a new message is received, the notification sound will be played based on the preferences. The sounds will only play when the user is active in the Messaging Module.

Notification Types

On the platform, there are many events that will trigger a notification such as:

Notification

Description

New Incoming Message

A notification will be sent to the preferred users notifying them on the new incoming message

Contact Assigned

A notification will be sent to the assigned user, notifying them on the contact assignment performed by another user or automation

Comment Mention

A notification will be sent to the mentioned user, notifying them on the comment mention by another user

Custom Notification

Contacts Import Notifications

A notification will be sent to the user who performed the task notifying them on the completion of the contacts import

Data Export Notifications

A notification will be sent to the user who performed the task, notifying them once the file from data export is ready to be downloaded

For Custom Notification, it will be sent to the users as long as user opt to receive notifications. For Contacts Import Notifications, it will be sent to the user regardless of the notification preference of the user.

The following table lists the how each type of notifications are being sent on the respective channels.

​

Notification Center

Desktop Notification

Mobile Notification

Email

New Incoming Message

❌

⭕

🔷

🔶

Contact Assigned

❌

⭕

🔷

🔷

Comment Mention

✅

⭕

⭕

⭕

Custom Notification

✅

⭕

⭕

⭕

Contacts Import Notifications

✅

❌

❌

✅

Data Export Notifications

✅

❌

❌

✅

Legend

✅ Always Send ❌ Never Send ⭕ Send based on Preference 🔷 Send based on Activity Status and Preference 🔶 Send based on Activity Status, Preference and Notification History

Notifications with 🔷 are only sent when the user opt to receive such notifications and their activity status is offline

Notifications with 🔶 are only sent when the user fulfills the following :- 1. The user opt to receive such notification 2. The user is offline 3. The user have not received such notification from the same contact throughout his inactivity

Notification Preferences

Notification Preferences can be found in your user profile page by clicking on the Personal Settings button in your user menu.

Under the Notification Preferences section, you can change how often you want to receive notifications for each notification channel.

Preferences for Sound Notifications

Preference

Description

Play sound notifications for contacts assigned to me or unassigned contacts

User opt to receive following notifications when they are active on the platform: - New messages from assigned contact - New messages from unassigned contacts - Contact assigned

Play sound notifications for contacts assigned to me only

User opt to receive following notifications when they are active on the platform: - New messages from assigned contact - Contact assigned

Do not play sound notifications

User opt out to receive notification on the when they are active on the platform

Preferences for Dekstop, Mobile and Email Notifications

Preference
Description

Send me notifications for all contacts and mentions

User opt to receive the following notifications on the preferred channel - New incoming messages from all contacts - Contact assigned - Comment mention

Send me notifications for the contacts assigned to me and mentions

User opt to receive the following notifications on the preferred channel - New incoming messages from assigned contacts - Contact assigned - Comment mention

Send me notifications for mentions only

User opt to receive the comment mention notification on the preferred channel

Do not send me any notifications

User opt out to receive notification on the preferred channel

Default configurations

For users who signed up and created an organization, their default notification preference will be the following :-

Notification

Channel

Default Configuration

Sound Notification

Play sound when a new message from contacts assigned to me or unassigned

Desktop Notification

Send me notifications for all contacts and mentions

Mobile Push Notification

Send me notifications for all contacts and mentions

Email Notification

Send me notifications for contacts assigned to me and mentions

Remember to press the blue SAVE PROFILE button to save changes you made to your User Profile.

Preference

Description

Send me notifications for all contacts and mentions

User opt to receive the following notifications on the preferred channel - New incoming messages from all contacts - Contact assigned - Comment mention

Send me notifications for the contacts assigned to me and mentions

User opt to receive the following notifications on the preferred channel - New incoming messages from assigned contacts - Contact assigned - Comment mention

Send me notifications for mentions only

User opt to receive the comment mention notification on the preferred channel

Do not send me any notifications

User opt out to receive notification on the preferred channel

Default configurations

For users who signed up and created an organization, their default notification preference will be the following :-

Notification Channel
Default Configuration

Sound

Play sound when I receive new message from contacts assigned to me

Desktop Notification

Send me notifications for contacts assigned to me and mentions

Mobile Push Notification

Send me notifications for contacts assigned to me and mentions

Email Notification

Send me notifications for contacts assigned to me and mentions

Remember to press the blue SAVE PROFILE button to save changes you made to your User Profile.

Notifications Troubleshooting

Push Notifications Are Not Arriving

User inactivity timeout is too high

Mobile notifications are only sent when the User Activity Status is Offline. The User Activity Status is affected by the User Inactivity Timeout configuration, which by default is set to 5 minutes in every space. You can reduce the timeout from Settings > General > User Inactivity Timeout.

Guide on enabling desktop notifications: , , , and .

When a is sent via RB_Notify, everyone on the platform will receive a notification

u can turn the app notifications from App info > Notifications > All notifications

Chrome
Firefox
Opera
Microsoft Edge
ISMessanger
Custom Notification