Standard notifications
Notifications are sent as in-app alerts and reminders, as well as SMS and emails in certain cases. Notifications also contain action prompts that take you directly to the screen that's relevant for completing that task or activity. For example, on a lead being assigned to you, you immediately get an alert on your phone. After you click that alert, you're taken to a screen that shows the lead details.
The standard notifications that are available are listed in the following table. The text in italics indicates a value that is populated at runtime, replacing a placeholder such as <person name> or <activity type>. (You can change some of the things in these notifications. See Configuring notifications.)
| Notification | Triggered when | Received by | Example message | Action buttons | Delivery mode |
|---|---|---|---|---|---|
| Activity completed | As soon as someone completes an activity | The person and their manager | Alice just completed a scheduled meeting. | See details | App |
| Backlog | 10:00 AM, whenever the number of backlog items exceed the specified threshold | The person and their manager | To the person: Backlogs: More than 10 items in the backlog; need your attention. To the manager: Backlogs: Your team member Carlos has more than 10 backlog items; needs your attention. |
See details | App |
| Lead dropped | The moment the state of a lead changes to a lost state | The person and their manager | Leads: Dan assigned to Bob was lost! | See details | App |
| Lead closed | The moment the state of a lead changes to a won state | The person and their manager | Leads: Dan assigned to Bob has been closed successfully! | See details | App |
| Lead update | Daily 5:30 if the person doesn't update the lead after meeting | The person | Leads: Hey Alice, you had planned a lead meeting at 5:30 AM. Would you like to update the lead status for the day | See details | App |
| Meeting reminder | 30 minutes before a meeting | The person and their manager | Reminder meeting: Dan at 11:30 AM. | See calendar | App |
| No meetings today | 10:00 AM, whenever the number of meetings scheduled for the day is below the specified threshold | The person and their manager | To the person: Vymo alert: I do not see any meetings for you today. Can I help you plan? To the manager: Bob has no meetings today. |
See calendar | App |
| No meetings tomorrow | 03:00 PM, whenever the number of meetings scheduled for the next day is below the specified threshold | The person and their manager | To the person: Vymo alert: There are no meetings planned for tomorrow. Can I help you plan? To the manager: Bob has no meetings tomorrow. |
See calendar | App |
| Meeting update reminder 1 | 10 minutes after the end time of a scheduled meeting if the meeting status is not updated | The person and their manager | How was your meeting? Eve at 11:30 AM. | Drop, Update, Reschedule | App |
| Meeting update reminder 2 | An hour after the end time of a scheduled meeting if the meeting status is not updated | The person and their manager | How was your meeting: Eve at 11:30 AM. | Drop, update, and reschedule | App |
| Meeting update reminder 3 | 24 hours after the end time of a scheduled meeting if the meeting status is not updated | The person and their manager | Alice had a meeting with Eve at 11:30 AM. Advise to update the status. | See details | App |
| New activity | Whenever an activity is assigned to someone | The person and their manager | You have been assigned a new task Doc collection of type client meeting. | See details | App |
| New lead | Whenever a lead is assigned to someone | The person and their manager | New Opportunity: Dave | See details | App |
| New partner | Whenever a partner is assigned to someone | The person and their manager | New Agent: Dave | See details | App |
| Lead not called | When a new lead state hasn't changed in the last 24 hours | The person and their manager | Dave was assigned at 11:30 AM. | See details | App |
| Not logged in | 10:00 AM, whenever someone, who's logged in at least once in the last 7 days, hasn't logged in that day | The person and their manager | To the person: Login to plan your day: Good morning! Log onto Vymo, your personal sales assistant, to plan your day better. Click www.getvymo.com here from your phone. If you are facing any trouble logging in, please contact [email protected] online asap. Regards, Team Vymo. To the manager: Carlos has not logged in yet. |
Link to log in to the app, link to contact Vymo Support | Email and SMS for the person; app for the manager |
| Low battery | When the device battery falls below a specified threshold | The person | Dear Alice, your phone battery is at 14%. Please charge quickly to continue with your work. | None | SMS |