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Reminders & Notifications

Reminders & Notifications

Adding, editing, and customizing reminder content

Notifications

Sending Notifications after Expiration

Changing the Reminder Frequency

Adjusting Notification Delivery

How To Set Up Watched Expirations

Including Expiration Files in Notifications

Automation Rules

Customizing Automation Rules

Escalation Rules

Creating a New Notification Calendar

New Conversation Notification

Turning Off Notifications for Your Account

Compliant Text Messaging Explained

WhatsApp Notifications

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Templates

E-mail Templates

Adding Onboarding Templates

Inserting Variables in a Template

Adding Mobile Templates

Using the Media Library

Best Practices for Email Delivery

Setting up From E-Mails

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