Advanced Setup and Configuration
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      3. Advanced Setup and Configuration

      What are Notifications and how are they managed?

      Within the Veonics® Portal, different Notification types can be sent out to customers per event type assigned. Notifications work on a default message system that automatically sends when a defined event occurs.

      Table of Contents

      Notifications

      Notifications are found in the Notifications tab if User Rights are assigned. Default Notifications work on a Default message system and default to the root message unless assigned otherwise.

      Notification New

      Notification Types 

      There are two main types of notifications.

      1. Subscription/Target Lists Root Organization Notifications
        • Default Batch Event Text
        • Password Change Event Text
        • CELLfie™ Request
        • Photo Reject
        • VID Link
        • Forgotten Password Request
        • Quota Exceeded
        • Announcement
        • Card group upload received
        • Card Group Order Posted
        • Card Group Order Confirmation
        • Card Group Design Approval
        • Design Approval Link
        • CELLfie Reminder
        • Badge Received Confirmation
        • User Creation
      2. System Notifications
        • We have two notifications tied to a Scheduler that manages an automated notification system. This works off of certain statuses being triggered and can not be edited.
          • Password Reset Event Text
          • Onboarding Wizard Notification

       
      Organization

      When creating Organization assigned Notifications, select the highest-hierarchy recipient.

      Language

      Only English is supported, so use Espanol and Deutsch within your own skillset.

      Sender

      This will show in the email as to who the email is from. Using a paid-for third-party email routing service like Sendgrid allows spoofing of who the sender is for customers. 

      Order

      Within Notifications, you have some that are set as default. When you have a notification that needs to be custom for a company, you make a new notification and increase the number on the Order by 1. 

      Description

      Any entered text will appear as the Notification Name in the Notification section.

      Body

      The Body must be formated correctly using the Functions below. 

      Built-in Body Functions

      Within the notifications, there are built-in functions that are used 

      • [%target.last_name%] Gives the Users Last Name
      • [%target.first_name%] Gives the Users First Name
      • [%target.organization_name%] Gives the Users Organization
      • [%target.event_name%] Target List Name
      • [%data.id%] Card Group Number
      • [%data.batch_name%] Target Organization
      •  [%user.username%] Who Originated the Event
      • [%full_name%] Gives the email the full name of the user.
      • [%url%] This is used on a per Notification Type bases where the functionality can change.

      Scheduler 

      There is a Scheduler that handles the automation of two types of notifications. It handles the CELLfie Notification and the Badge Confirmation Notification. 

      Setting up CELLfie™ and vID™ Notifications


      In the Data Management tab, go to Record Properties, Edit, then Options.

      Notification Assign