Edit Internal Notification

This workflow allows you to edit an internal notification email template and/or select different users to subscribe to the notification to receive the email when a specific workflow is performed.

  1. From the Manage Notifications segment, click on the Notification Type that you want to edit.

  2. The Notification page displays:

    • Notification Type: Displays the notification type selected. This field may not be edited.
    • Description: Brief explanation of workflow necessary to send the notification email. To edit this field, click the Edit button, make your change and then click Save.
    • Email Subject: The subject line of the email. This field can contain merge fields (see below for a list of merge fields). To edit this field, click the Edit button, make your change and then click Save.
    • Active: Click the Active button to toggle the notification between active and inactive. A check in the checkbox indicates that the notification is active. Once activated, completing the workflow specified in the Notification Type field will cause emails to be sent to the indicated recipients.
    • Preview before Sending: Click the Preview before Sending button to toggle the preview on or off. A check in the checkbox indicates that the preview is on. If preview is on, the email will appear in Outlook for review. You will then need to send it from Outlook. Uncheck the box if you want the system to send the email without a preview.
    • Subscriber: Account Manager: Click the Subscriber: Account Manager button to toggle this subscriber option on or off. A check in the checkbox indicates that this subscriber option is on. If this option is on, a notification email will be sent to the Account Manager associated with the workflow indicated in the Notification Type field. Uncheck the box if you do not want an email sent to the Account Manager.
    • Subscriber: Recruiter: Click the Subscriber: Recruiter button to toggle this subscriber option on or off. A check in the checkbox indicates that this subscriber option is on. If this option is on, a notification email will be sent to the Recruiter associated with the workflow indicated in the Notification Type field. Uncheck the box if you do not want an email sent to the Recruiter.
    • Email Body: To edit the contents of the Email Body, click the Edit button. You can add merge fields to the body of the email. To get more information, including a link to all available merge fields, click . You can also see below for a list of merge fields.(For more information, see Text Editor.) Once you have made your edits to the Email Body, click Save.
    • Users: Displays the Users that will be sent a notification email (in addition to the Account Manager and Recruiter, if those boxes are checked). To add more users to the list, click the Add Users button. To remove users from the list, select the user(s) and click the Remove Selected Users button. To only have the User get notifications from specific branches, click Optional Criteria. Move those branches for which the user would like to get notifications from the Available Branches area to the Current Branches area.
    • Additional Email Addresses: Displays other recipients that will receive a notification email (in addition to the Account Manager, Recruiter and Users...if selected). To add more addresses, click the Add Email button. To remove addresses, select the address(es) and click the Remove Selected Emails button. To only have the Address get an email if the notification is associated with specific branches, click Optional Criteria. Move those branches for which the additional address would like to get notifications from the Available Branches area to the Current Branches area.

  3. If you would like to send a test email to the notification recipients, click the Send Test Email workflow option on the right side menu.

    This sends an email based on the information last saved on the Notification screen. Therefore, if you want to test any recent changes that require the Save button in order to save the change, make sure you click Save first and then send the test email.

Merge Fields

To learn about the merge fields that can be entered into the Subject and Body of the Email, see Merge Fields - Notification.