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Creating Custom Notifications

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Justin Garrett
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Instead of using an out-of-the box notification, you can customize the look and feel of these notifications in SharpSpring. Choose a trigger, develop the notification and let SharpSpring do the work. This article will detail how to create and apply custom email notifications.

The following user roles have access to create custom notifications:

  • Administrators
  • Company Managers
  • Marketing Managers

Emails and visual workflows are accessed through the  0NavMarketing.png  toolbar.


Article Contents


Creating Notifications

There are two different types of notifications:

  • Notifications display information about the lead and action group.

  • Form notifications lead information and information submitted by a form. This notification template includes two additional merge variables: Form Name and Form Data. These merge variables are not available in the regular Notification template.

SharpSpring provides a stock set of notifications and form notifications that provides the necessary information about who has done what when interacting with your tasks. However, you may want to personalize these emails to your tastes. You can use these notification types to create customized email notifications. To create a custom email notifications, do the following:

  1. In SharpSpring's top toolbar, click 
    Content > Email Templates.
  2. Click the Custom Notifications folder.
  3. Hover one of the two notification types.
  4. Click the + icon.
  5. Enter a name for the notification.
  6. Click Add Email.
  7. Double-click the content block to open the email designer content editor.
  8. Enter text as desired.
  9. In the editor toolbar, click Merge. 
  10. In the drop-down menu that appears, choose the merge variable you want displayed.
  11. Repeat as necessary.
  12. Click Save Email.
  


Click to enlarge.

For example, the default notification email template has the following text and merge variables:

Hey {$recipient!"there"},

We are notifying you because {$firstName} {$lastName} triggered the task {$taskName} and was placed on the workflow {$workflowName}.

The merge variables in this email template will change based on:

  • The user receiving the email
  • The name of the individual who triggered the specific task
  • The task itself
  • Which workflow the individual was associated with


Merge Variable Breakdown

The available merge variables are as follows:

Merge Variable   Appearance   Definition
Recipient   {$recipient}  
The name of the user receiving the notification.
Task Name   {$taskName}  
The name of the task that triggered the notification.
Action Group   {$workflowName}  
The name of the Action Group that contained this notification.
Lead Details   {$leadData}  
First name, last name, email, and lead score of the lead who triggered the task.
Form Name   {$formName}  
The name of the form that the lead filled out and submitted.
Form Data   {$formData}  
All information that was submitted by the lead through filling out a form.

 


Applying Notifications

Once you have created a custom notification email, you will need to apply it to an action group for it to be sent. To apply a custom email notification to an action group, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Action Groups.
  2. Click New Action Group.
  3. Enter a name for the action group.
  4. Choose an action group folder.
  5. Click the Use visual editor toggle.
  6. Click Add Action Group.
  7. Under Start, click + Add > Action.
  8. Select one of the following Notification actions:

      •    Send a notification to email
      •    Send a notification to user
  9. Click the Use Custom notification checkbox.
  10. Select the desired custom notification.
  11. Click OK.
  12. Add necessary triggers, actions, time delays, and action groups below the inserted notification action to complete the workflow.
  


Click to enlarge.
Note: Custom notifications cannot be used with post back lead info alone. That notification action will need to be paired with either of the send a notification actions to send custom notifications.


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