The Notification Center Dashboard

When you first open the Notification Center in App Manager (Notifications), the Notification Center dashboard opens. The dashboard contains options for creating and managing notifications and the Notification Center, displays the last day's notifications, and shows the number of notifications sent in the last month alongside the percentage of end-users that have read the notifications.

The filters and the search function above the list of notifications can be used to locate and display notifications that were sent previously.

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.

1. On the Send 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 (plain text only).

     This is a mandatory field whose maximum length cannot exceed 200 characters.

   • Message – Enter the notification text. To edit the text, see Working with the Text Editor.

     You can create a personalized message by adding one or more of the following codes into the message text:

     • {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.

     To add a link to a location in the app or to an external location, in the menu bar, select . The Add Link dialog box opens. In the text field, enter the URL of the link, or begin typing the name of a location in the app (e.g., "calendar"), and then select the location from the list of search results that opens below the text field. For additional information about adding links to the app, see Working with App URLs.

     

2. By default, when a recipient taps the pop-up notification that they receive when the notification is sent, the app opens and displays the home page. If you want it to open to a different location in the app, under Notification Click Action, select Open URL Builder. The Add Link dialog box opens (see above). In the text field, enter the URL of the link, or begin typing the name of a location in the app, and then select the location from the list of search results that opens below the text field. For additional information about adding links to the app, see Working with App URLs.

   If the user does not have permissions or access to the link target, the home page of the app opens.

3. 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.
4. In the Expire on field, select when you want the notification to expire. The notification will no longer be visible to end-users on the date you select. (Default and maximum are 90 days.)
5. 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 can send notifications to a pre-configured group of end-users from the Group Notification page (Notification Center > Notification actions > Send Group Notification). This page is the same as the Individual Notification page described above, except that you select a pre-configured notification group instead of selecting recipients one-by-one. In addition, end-users who have unsubscribed from a notification group do not receive notifications sent to the group. The notification group ALL includes all end-users; all end-users are automatically added to this group when they register. For information about managing notification groups, see Configuring Notification Groups, below. 

Sending Notifications to Users with Specific Roles

You can send notifications to a group of end-users who all have specified user roles from the Send Advanced-role Notification page (Notification Center > Notification actions > Send Advanced Role Notification). This page is the same as the Individual Notification page described above, except that you specify user roles instead of selecting recipients one-by-one. You can select a single role, or you can select two roles and specify the logical relationship between them. The notification is sent to those users whose roles meet the specified conditions at the time the notification is sent.

1. Open the Send Advanced-role Notification page (Notification Center > Notification actions > Send Advanced Role Notification).
2. Under Profile, select the profile in which the role(s) are defined.
3. Under First Role, select the first role to use.
4. If you want to add a second role, select the logical relationship between the two roles, as follows:
   • AND – The notification is only sent to end-users with both roles. For example, specifying the roles First Year AND Physics Student means the notification will be sent only to students who are in both groups - first-year physics students.
   • NOT – The notification is only sent to end-users who have the first role but not the second role. For example, specifying the roles First Year NOT Physics Student means the notification will be sent only to first-year students who are not physics students.
5. Under Second Role, select the second role to use.
6. Fill in the rest of the fields, and then select Submit to send the notification, as described under Sending Notifications to Individual End-Users, above. 

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:

Multiple campaigns can be created and configured:

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

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.

Viewing and Managing Sent Notifications

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

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
• A list of notifications that match the criteria specified above the list, showing the number of recipients, how many of these read the notification, and the percentage of read/recipients (Engage). The criteria are defined in the following fields:
  • Notification Source – The system or process that sent the message (App Manager, API, Polls, etc.)
  • Date – The date on which the message was sent. Select the field to open a date selector. You can select any day in the past or present, or select All future notifications (below the calendar) in order to see messages that are scheduled to be sent in the future.
    
    
  • Search – Enter a string of text to find all messages whose titles contain the string. The search proceeds as you type the string. The current selection in the Date field is ignored when a search string is entered into this field, but the currently selected Notification Source is taken into account.

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. 

 

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.

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.

Delete Notification Confirmation

Configuring Notification Groups

Manually Managing the Subscribers of Notification Groups

You can manage the list of 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).

Change Notification Group Subscribers

To manage subscribers:

• To add a subscriber, select their checkbox. Use filters to search for users based on their email address or name. To remove a subscriber, clear their checkbox.
• To add or remove all subscribers, select one of the following options: Subscribe all shown on page, Subscribe Everyone, Unsubscribe all shown on page, or Unsubscribe Everyone.
• To add email addresses, upload the CSV file by selecting Upload File. The structure in the file should follow this template:
  Example File for Adding Email Addresses.

Your changes are saved automatically.