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
- Marketing Managers
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.
You can use these notification types to create email notifications. To create a custom email notifications, do the following:
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Merge Variable Breakdown
The available merge variables are as follows:
| Merge Variable | Appearance | Definition |
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| Recipient | {$recipient} | The name of the user receiving the notification. |
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| Task Name | {$taskName} | The name of the task that triggered the notification. |
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| Action Group | {$workflowName} | The name of the Action Group that contained this notification. |
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| Lead Details | {$leadData} | First name, last name, email, and lead score of the lead who triggered the task. |
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| Form Name | {$formName} | The name of the form that the lead filled out and submitted. |
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| Form Data | {$formData} | All information that was submitted by the lead through filling out a form. |
Applying Notifications
To apply a custom email notification to an action group, do the following:
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