Standard notifications
Introduction
Welcome to the Notifications User Guide—a definitive resource designed to illuminate the intricacies of our notification system. In an era where timely communication is paramount, notifications bridge the gap between system events and user awareness, ensuring that no critical update goes unnoticed.
As our platform evolves, so does the sophistication and versatility of our notifications. This guide is tailored not just for those who want to grasp the basic functionality, but also for those keen on diving deep into the system’s capabilities.
Notification Types
Notifications are sent as PUSH notifications.
Kinds of Notifications: PUSH:
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iOS: Uses APN service.
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Android: Uses FCM service.
SMS: Sent via Exotel Lane.
EMAIL: Standard email notifications.
Standard Notifications User Guide
Notifications serve as a bridge between the system and the user, keeping users informed and prompting them to take relevant actions. They can be delivered as in-app alerts, SMS, or emails, depending on the nature of the notification. For instance, when a lead is assigned, an alert is immediately sent to the user's phone, guiding them directly to the lead details upon interaction.
The following table outlines the standard notifications available. Please note that italicized text within the messages represents dynamic values, which are populated at runtime, replacing placeholders such as
| Notification | Triggered When | Received By | Example Message | Action Buttons | Delivery Mode |
|---|---|---|---|---|---|
| Activity Completion | Upon activity completion | Individual & their manager | "Alice has successfully completed the scheduled meeting." | View Details | App |
| Backlog Alert | At 10:00 AM when backlog items surpass a set threshold | Individual & their manager | For the individual: "Alert: Over 10 items in your backlog require attention." For the manager: "Alert: Carlos has more than 10 items in his backlog." | View Details | App |
| Lead Loss | Instantly, when a lead's status shifts to "lost" | Individual & their manager | "Alert: The lead assigned to Bob by Dan has been lost." | View Details | App |
| Lead Closure | Instantly, when a lead's status shifts to "won" | Individual & their manager | "Good news! The lead assigned to Bob by Dan has been successfully closed." | View Details | App |
| Lead Update Reminder | Daily at 5:30 PM if the lead isn't updated post-meeting | Individual | "Reminder: Alice, you had a lead meeting scheduled for 5:30 AM. Would you like to update the lead status for today?" | View Details | App |
| Meeting Reminder | 30 minutes prior to a scheduled meeting | Individual & their manager | "Upcoming Meeting Alert: Scheduled meeting with Dan at 11:30 AM." | View Calendar | App |
| No Meetings Today | At 10:00 AM when the day's scheduled meetings are below a set threshold | Individual & their manager | For the individual: "Friendly Reminder: No meetings scheduled for today. Need assistance planning?" For the manager: "Notice: Bob has no scheduled meetings today." | View Calendar | App |
| No Meetings Tomorrow | At 3:00 PM when the next day's scheduled meetings are below a set threshold | Individual & their manager | For the individual: "Heads Up: No meetings are scheduled for tomorrow. Need help planning?" For the manager: "Notice: Bob hasn't scheduled any meetings for tomorrow." | View Calendar | App |
| Meeting Update Prompt 1 | 10 minutes post a meeting's end time if the status remains unchanged | Individual & their manager | "Quick Check: How was your meeting with Eve at 11:30 AM?" | Drop, Update, Reschedule | App |
| Meeting Update Prompt 2 | An hour post a meeting's end time if the status remains unchanged | Individual & their manager | "Friendly Reminder: How did your 11:30 AM meeting with Eve go?" | Drop, Update, Reschedule | App |
| Meeting Update Alert 3 | 24 hours post a meeting's end time if the status remains unchanged | Individual & their manager | "Alert: Alice had a meeting with Eve at 11:30 AM yesterday. It's advisable to update the status." | View Details | App |
| New Task Alert | Whenever a new activity is delegated to someone | Individual & their manager | "Notification: You've been assigned a new task - 'Doc collection' related to a client meeting." | View Details | App |
| New Lead Alert | Whenever a new lead is allocated to someone | Individual & their manager | "Notification: A new opportunity with Dave has been assigned to you." | View Details | App |
| New Partner Alert | Whenever a new partner is assigned | Individual & their manager | "Announcement: Dave has been onboarded as a new agent." | View Details | App |
| Stagnant Lead Alert | If a new lead's status remains unaltered for 24 hours | Individual & their manager | "Attention: The lead with Dave, assigned at 11:30 AM, hasn't seen any status change." | View Details | App |
| Inactivity Alert | At 10:00 AM, targeting individuals who have logged in previously within the last 7 days but haven't on that day | Individual & their manager | For the individual: "Morning Greeting! Log into Vymo, your dedicated sales assistant, for a productive day. Facing login issues? Contact [email protected]." For the manager: "Notice: Carlos hasn't logged in today." | Log In, Contact Support | Email & SMS for individual; App for manager |
| Low Battery Warning | When device battery drops below a certain level | Individual | "Friendly Alert: Alice, your phone's battery level is at 14%. Please recharge to continue uninterrupted work." | None | SMS |
Standard Notification knowledge and configuring Guide
Lead Notifications:
| Notification Type | Description |
|---|---|
| meetingReminderVoIntelliUnit | Reminder for a lead meeting set a specific number of minutes before the meeting's start time. |
| meetingUpdateReminderVoIntelliUnit | Update reminder for a lead set a specific number of minutes after the meeting. |
| meetingUpdateReminderVoIntelliUnit_10Mins_User | Update reminder for a lead 10 minutes post-meeting. |
| meetingUpdateReminderVoIntelliUnit_24Hours_Manager | Update reminder for a lead sent to the manager 24 hours post-meeting. |
| leadDroppedIntelliUnit | Notification when a lead is lost (event-based). |
| leadWonIntelliUnit | Notification when a lead is won (event-based). |
| newLeadAssignedIntelliUnit | Notification when a new lead is created (event-based). |
| voMeetingNotScheduledInLastXDaysIntelliUnit | Alert if a lead meeting hasn't been scheduled in the last 'X' days. 'X' is variable. |
| voNotUpdatedIntelliUnit | Alert if a lead hasn't been updated from the fresh state within a specific timeframe. |
| getVosUntouchedCountIntelliUnit | Notification if a lead hasn't been engaged with during a specific timeframe. |
Task/Activity Notifications:
| Notification Type | Description |
|---|---|
| activityCompltedIntelliUnit | Notification once an activity is completed. |
| meetingReminderTaskIntelliUnit | Reminder for a task meeting set a specific number of minutes before the meeting's start time. |
| meetingUpdateReminderTaskIntelliUnit | Update reminder for a task set a specific number of minutes post-meeting. |
| meetingUpdateReminderTaskIntelliUnit_10Min_User | Update reminder for a task 10 minutes post-meeting. |
| meetingUpdateReminderTaskIntelliUnit_24Hours_Manager | Update reminder for a task sent to the manager 24 hours post-meeting. |
| newActivityAssignedIntelliUnit | Notification when a new activity is assigned (event-based). |
Other Notifications:
| Notification Type | Description |
|---|---|
| notLoggedBasedOnActiveDaysIntelliUnit | Alert when a user hasn't logged in within a specific timeframe. |
| backlogsAboveThresholdIntelliUnit | Alert when a user's backlogs exceed a threshold (default set to 10). |
| batteryLowIntelliUnit | SMS to the user if their battery falls below the set threshold (default 30%). |
| voBirthdayAnniversaryIntelliUnit | Reminder for a lead's birthday, anniversary, or other significant field reminders. |