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Sending Notifications to End-Users from Notification Center

You can send notifications to one or more end-users. You can also send specific types of notifications by creating a notification group and sending notifications to the end-users in this group. End-users can select notifications to receive by adding themselves to, or removing themselves from, specific types of notifications in the app; this adds them to or removes them from, the notification group. For more information, see User Subscriptions, below; End-User Communication; and Configuring Notification Groups.

For more information, see Sending Notifications to Users. (3:43 min)

Sending Notifications to Individual End-Users

You send notifications to a manually selected list of end-users on the Individual Notification page (Notification Center > Notification actions > Send Individual Notification). Since these notifications are not sent to a notification group, all specified end-users see the notification unless they have turned off all notifications.

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Send Individual Notification Page
To send a notification to a manually selected list of end-users:
  1. On the Individual Notification page, configure the following fields:
    • Recipients – Search for the end-users to which to send the notification. Select all matching recipients or select them one by one.
    • Title – Enter a subject for the notification.
    • Message – Enter the notification text. To edit the text, see Working with the Text Editor. You can create a personalized message using one or more of the following codes in the message:
      • {FIRSTNAME} – The end-user's first name. For anonymous users, this code resolves to User.
      • {LASTNAME} – The end-user's last name. For anonymous users, this code resolves to Name.
      • {EMAIL} – The end-user's email address. If an end-user's email address is not defined, this code resolves to an empty string.
    • Select when to send the notification:
      • Leave Send now to send the notification immediately after selecting Send.
      • If you clear Send now, select the date and time to send the notification.
    • Select when you want the notification to expire from the Expire on field. The notification will no longer be visible to end-users on the date you select. (Default and maximum are 90 days.)
    • Select Submit to send the notification. You may have to confirm the notification if sending to more than one end-user.

Sending Notifications to a Group

You send notifications to a pre-configured group of end-users on the Group Notification page (Notification Center > Notification actions > Send Group Notification). This page is the same as the Individual Notification page except that you select a pre-configured notification group instead of selecting recipients one-by-one. In addition, end-users who have unsubscribed from the notification group do not receive the notification. The notification group ALL includes all end-users; all end-users are automatically added to this group when they register.

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Send Group Notification Page

Notification Groups

Notification groups contain a list of end-users that receive notifications of a specific type. End-users can add or remove themselves to/from the group in the app, which enables or disables, for them, the notifications sent to that group.
All end-users are added automatically to the ALL notification group. End-users can opt in or out of notification groups in the app. This enables or disables notifications being sent to them for that group. End-users can automatically be subscribed to a notification group or must opt in to other notification groups. See User Subscriptions.
To configure notification groups, you must first configure notification group categories. Notification group categories help you organize notification groups in the App Manager. In addition, you enable or disable notifications for app roles for all notification groups associated with a notification group category.
You can also manage individual end-users in notification groups.

Configuring Notification Group Categories

You configure notification group categories on the Select notification group category to change page (Notifications > Notification actions > Manage Notification Groups and select Manage notification group categories). This page presents the list of notification group categories. For information about working with lists, see Working with Lists. You can reorder the categories on this page using the up and down arrows.
For each category, configure:
  • Description - The name of the category. This will appear in the app as a notification type that the end-user can enable or disable.
  • Image - An image for the category, as it will appear beside the notification type in the app. Select the image from the Asset Manager; see Uploading Files.
  • Profile owner - Optionally select a profile. When selected, only App administrators associated with the selected profile can send notifications to notification groups associated with this category.
  • Roles - Associate the category with the required app roles. For more information, see Customizing End-User Access to Services. If an end-user is not associated with one of the app roles for this category, the end-user cannot be assigned to a notification group in this category.

A role must also be selected for the notification to display for the end-user.

Configuring Notification Groups

You configure notification groups on the Notification groups page (Notifications > Notification actions > Manage Notification Groups). This page presents the list of notification groups. For information about working with lists, see Working with Lists. You can reorder the groups on this page using the up and down arrows.
For each group, configure:
  • Description - The name of the group. This will appear in the app as a notification type that the end-user can enable or disable.
  • Category - The notification group category (see Configuring Notification Group Categories).
  • User subscribe - Whether the end-user can subscribe to the notifications for this notification group. If you select No, end-users cannot opt in or out from these notifications (unless they disable all notifications).
  • Sort order - The place in the order in which groups appear in the drop-down list when sending a notification. Groups without a number appear last. Lowest numbered groups display first. If more than one group is assigned the same number, the first group with that number in this list appears first.

New User Registration Notification Campaign

This option enables you to configure a series of notifications that are sent to a new user upon first registration into a particular profile. The timing and content of these notifications can be configured to facilitate the creation of a communication campaign to introduce the app and prompt engagement. You can configure the notifications to encourage usage or point out useful features through a series of information app notifications.

Configure this feature from the App Manager > Notification Center:

Configuration for the New User Notification Campaign.

Multiple campaigns can be created and configured:

The option to add a campaign.

Additionally, multiple notifications can be configured for one or more profiles when a user first registers for or accesses a profile:

Create or edit a campaign configuration screen.

The number of days after the registration that the notification is sent, the timing of the notification (based on the time zone set for the profile in the profile settings), and the content (title and body) of the notification are configurable.

User Subscriptions

To configure user subscriptions for notification groups, there are two options: 
  1. When the end-user logs in to the profile, they are automatically subscribed to the notification group if they have the assigned app role for the notification group category. Assigning app roles to a notification group category enables end-users with the associated app role to receive the notifications. For further information on Notification Group Configurations, see Configuring Notification Group Categories.

App roles can also be associated with notification groups from within the app role record (See Managing App Roles). Select the notification groups to which the app role is associated with using Standard alert groups.  

  1. End-users can choose to subscribe to or unsubscribe from available notification groups from the Alerts settings menu on the end-user’s device. Selecting the checkbox subscribes the end-user to the notification group and they will receive notifications sent to that group. End-users can unsubscribe by clearing the checkbox.  

The user subscribe option for the notification group must be set to Yes for the end-user to be able to subscribe to or unsubscribe from the notification group. See Configuring Notification Groups.

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Managing End-Users in Notification Groups

You manage specific end-users in each notification group on the Change notification group subscriptions page (Notifications > Notification actions > Manage Notification Groups, select Change Subscriptions in a notification group row).
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Change Notification Group Subscribers
To manage subscribers:
  1. To add a subscriber, select the checkbox. Use filters to search for users based on their email address or name. To remove a subscriber, clear the checkbox.
  2. To add or remove all subscribers, select Subscribe all shown on page, or Subscribe Everyone, or Unsubscribe all shown on page, or Unsubscribe Everyone, respectively.

Viewing and Managing Sent Notifications

You can view sent notifications on the Notification Center page (Notification Center). You can also open notifications from the list in order to resend them, duplicate them, or delete them from the list.

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Notification Center

This page displays:

  • Number of notification messages sent in the last 30 days
  • Percentage of notification messages with which end-users engaged in the last 30 days
  • Notifications scheduled to be sent on some future date, sent on a specific date, or matching a search string, in the last 30 days, as well as the number of recipients, how many of these read the notification, and the percentage of read/recipients (Engage).

Resending Notifications

You can resend a sent notification.
To resend a notification:
  1. Click anywhere in a notification from the Notification Dashboard. The Resend Notification page displays:
    resend_notification.png
    Resend Notification
  2. Edit the message details, if desired.
  3. Select a button to resend the notification:
    • Send to all – the notification is resent to all recipients of the original notification.
    • Send to read – the notification is resent to only those recipients that read the original notification.
    • Send to unread – the notification is sent to only those recipients that did not read the original notification.
    • Duplicate – Create a new notification with the same title and message content, that can be edited and/or sent to other recipients.

Deleting Notifications from the List

After notifications are sent, you can remove them from the list of notifications in the Notification Dashboard. (This does not cancel the sending of the notification.) To delete a notification from the list of notifications after it was sent, select it in the dashboard to open it, and then, in the Resend Notification page, select Delete.

Scheduling Notifications

Scheduling notifications from the app manager enables you to create notifications in advance of their sending and define a date and time for their release.

To schedule a notification to be sent at a defined time, clear the Send Now checkbox, and then set a date and time for the notification to be sent.

Viewing Scheduled Notifications

To display a list of scheduled notifications that have yet to be sent, under Date, select All future notifications

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List of Scheduled Notifications

Managing Scheduled Notifications

You can edit or delete scheduled notifications before they are sent. To open a scheduled notification for editing or deletion, select it.

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Future Notification Open for Editing or Deletion

To edit the notification, modify the fields as required, and then select Send. Note that the recipients of future messages cannot be modified.

To delete the notification, select Delete. A confirmation message appears. Select OK to delete the notification.

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Delete Notification Confirmation
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