Configuring Empress Notifications for Business Alerts

Guides & Tutorials
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Introduction

Welcome to the Empress guide on how to configure notifications for your business operations. Notifications in Empress are a smart and convenient way to stay updated on important activities in your system. They can be reminders for task completion dates, sales order delivery dates, payment dates, follow-up reminders, alerts for orders exceeding a certain value, contract expiry notifications, or status updates on tasks.

How to Access Notification Setup

To get started with configuring notifications:

  1. Start at the Home page.
  2. Navigate to Settings.
  3. Click on Notification.

Creating a Notification

Creating a notification in Empress involves the following steps:

  1. Select the Document Type: Choose the type of document you want to monitor, such as a sales order or invoice.
  2. Define Events: Decide on the events you want to monitor. This could be when a new document is created, when a document is saved, submitted, or canceled, or when a specific value in a document changes.
  3. Set Additional Conditions: Add any other conditions you want to monitor.
  4. Set Recipients: Decide who will receive the notification. This could be a specific person or a group of people.
  5. Compose the Message: Write the notification message.
  6. Save: Finally, save your notification.

Customizing Your Notifications

Empress allows you to customize your notifications to suit your specific needs. For instance, you can:

  • Set a Subject: Customize the subject of the notification using specific field data.
  • Set Conditions: Set conditions based on the field data in your documents. For example, you can set a condition to receive an email when a Lead has been marked as “Interested”. You can also set more complex conditions by combining them with the ‘and’ or ‘or’ operators.
  • Set a Message: Customize the message of the notification. You can use both text and HTML tags in the message.
  • Set a Value after the Alert is Set: Define a custom property to prevent the notification from being sent multiple times.

Choosing a Notification Channel

You can choose to receive your notifications through different channels:

  • Slack Notifications: Receive your notifications in a dedicated Slack channel.
  • System Notifications: Receive notifications for assignments, mentions, documents shared, and Energy Points. These notifications appear in the notifications dropdown on the navigation bar’s top right corner.
  • WhatsApp Notifications: Receive notifications on a WhatsApp number.
  • SMS Notifications: Receive notifications through SMS.

Setting One-off Reminders

Additionally, Empress allows you to set up one-off reminders on documents. For example, you can set a reminder to follow up on a lead in 4 hours.

Conclusion

Empress notifications provide a smart way to stay updated on important activities in your business operations. They can be customized to your specific needs and can be received through various channels. Configuring notifications in Empress can significantly enhance your business processes by ensuring that you are always aware of important events and activities. For additional support or resources, please refer to the Empress Help Center or reach out to the Empress Support Team.