Managing your notification preferences is essential for staying informed and organized. This guide provides a comprehensive overview of how to customize various types of notifications, from in-app alerts to email updates, ensuring you receive only the most relevant information. By tailoring these preferences, you can maintain control over your communication channels and enhance your overall productivity.

To begin, navigate to the Notifications section from the “My Profile” section. Here, you can adjust your notification settings to manage conversations, tasks, or social media updates.

In-App Notifications #

Checking in-app notifications will enable notifications within the LeadConnector app as well. On this page, there is an overview of current notification settings for each type on the list. You can then update your preferences by simply checking or unchecking boxes accordingly.

Email Notifications #

By using the email column, users can have even more control over the types of notifications they get in their email. Simply check or uncheck the boxes to create a personalized notification system that ensures you only receive contextual messages about your most immediate action items.

SMS Notifications #

By configuring your preferences in the SMS column, you can gain greater control over the types of notifications you receive on your mobile device. Simply check or uncheck the boxes to tailor your SMS notifications, ensuring that you only receive messages that are most relevant to your immediate needs. This customization allows you to stay connected and responsive without being overwhelmed by unnecessary alerts.

Conversation Notifications #

Stay informed of how your clients are communicating with Conversation Notifications. You can take control of the notifications you receive when it comes to email and text message conversations. Easily customize which notifications you see, or turn them off completely.

• All Conversations: Looking to be up to date with all new messages received for your account? You can opt to receive notifications so you won’t have to manually check conversations.
• Conversation Assigned to Me: When enabled, this option notifies you when conversations are assigned to you, keeping you up to date with your tasks. You can get an alert promptly delivered right to your preferred channel.
• Added to Internal Chat: When enabled, this option notifies you when you get added to an internal conversation by one of your teammates. This notification, along with ones for new internal messages, will be displayed in the website version of your CRM.
• Mentions: This notifies you every time you get mentioned in a conversation. This applies to internal and customer chats.
• New Messages: You will always know when there’s something new in one of your conversations. Through the notification system, you will be informed about any new message arrival from conversations you are assigned to, internal chats you’re included in, or conversations where you’re mentioned.

Task Notifications #

Task notifications give you ultimate control over your to-do list.

• When a Task Is Assigned: You can choose to be notified when a task is assigned. This is a convenient way of staying informed and organized when you have multiple users with plenty of tasks.
• Setting a Reminder: Ready for a reminder when a task is coming up? You can customize notification options depending on the timing that best suits you. Set up an alert through the app, by email, or via SMS to be reminded 15, 30, 45, or 60 minutes prior to your upcoming task.
• Daily Summary of Due Tasks: Schedule daily reminders of incomplete tasks to be sent via push notifications, SMS, and/or email at your preferred times.
• Daily Summary of Overdue Tasks: Schedule daily reminders of overdue tasks to be sent via push notifications, SMS, and/or email at your preferred times.
• No Tasks: Toggle the option under your Due and/or Overdue tasks to avoid being notified when the task list is empty.

WordPress #

When a customer makes a purchase, you can be informed in multiple ways. You’ll receive an in-app notification, SMS, or an email letting you know right away. Before you can start setting your preferences for the WordPress notifications, make sure the website URL is connected with the CRM system.

Facebook #

The Facebook notifications section gives you the power to control how you view updates related to your Facebook page. Remember that your Facebook page needs to be integrated with your account before you can receive these notifications.

Google #

Here you can manage the notifications related to your Google My Business page. If you have enabled this notification, it can help you decide the next action you might need to take based on the review being received on the Google My Business page.

Calendar Notifications #

Account users can stay informed with disconnection alerts for calendar and video conferencing integrations on Days 1, 3, 7, and 14 via their configured channels. After Day 14, notifications stop automatically. Once you reconnect one of the integrations, such as Google, Outlook, iCloud, Zoom, or Microsoft Teams, no more reminders are sent.

The second option in this section will notify you if any issues arise with the link or location for your connected meetings. Click “Save” to maintain your changes.

By customizing your preferences across various channels, such as in-app alerts, emails, and SMS, you ensure that you receive only the most pertinent information tailored to your specific needs. This proactive approach allows you to stay on top of conversations, tasks, and updates, enabling you to work more effectively and stay connected without being overwhelmed by unnecessary notifications.

Frequently Asked Questions #

Where do I manage my notification preferences? #

Navigate to the Notifications section from the “My Profile” section, where you can adjust settings for conversations, tasks, and social media updates.

What channels can I receive notifications through? #

You can receive notifications via in-app alerts, email, and SMS, and you can check or uncheck boxes in each column to tailor what you receive.

How early can I be reminded about an upcoming task? #

You can set a reminder through the app, email, or SMS to be alerted 15, 30, 45, or 60 minutes prior to your upcoming task.

How do I avoid notifications when my task list is empty? #

Toggle the “No Tasks” option under your Due and/or Overdue tasks so you are not notified when there is nothing pending.

What do I need before receiving WordPress, Facebook, or Google notifications? #

You must connect the relevant integration first: connect your website URL for WordPress, integrate your Facebook page, and connect your Google My Business page.

How do calendar disconnection alerts work? #

Disconnection alerts are sent on Days 1, 3, 7, and 14 via your configured channels. After Day 14 they stop automatically, and once you reconnect the integration no further reminders are sent.