Internal Notifications

What Are Internal Notifications?

Internal notifications allow specific email addresses to receive real-time email notifications when certain actions are completed by registrants in your CrowdFiber user experience.

Real-time notification can be established for the following actions:

• Submitted CrowdFiber registrations.
• Signed contract documents.
• Accepted Terms
• Comments/messages submitted on the Message Board page of your CrowdFiber website

This notification is only necessary if you are displaying the Message Board page on the front end of your CrowdFiber website.

How to Establish Internal Notifications

1. Click the Settings link located in the left-hand rail of your Admin Dashboard.
2. Click the Notifications link located in the Settings drop-down menu.
   
   
3. At the top of the following page, click the blue Add Recipient button located in the bottom left-hand corner of the Recipient Notification Section.

Part 1) Define the Notification Recipient

Internal notifications can be sent to any email address(es) that you choose; it is not required for the email address to be established as an Admin User in your CrowdFiber platform.

• Email Textbox
  • Enter the email address that you would like to receive notifications.

Part 2) Establish What Notifications Are Received By The Recipient

Internal notifications are triggered based on a specific action taking place. You can establish settings that make sure a recipient only receives notifications based on actions that are are relevant to their responsibilities.

There are two options for triggering internal notifications:

Only one option below can be implemented. If any global settings checkboxes are checked, global settings will override all targeted settings.

• Global Notifications:
  • Notifications are sent to the recipient regardless of the market, zone, or brand where the action took place.
• Targeted Notifications (notifications for completed registration processes only):
  • Notifications are sent to the recipient regardless of the market, zone, or brand where the action took place.

Option 1) Establish Global Notifications

1. Check all checkboxes that define the notifications you would like the recipient to receive.

2. Uncheck all checkboxes that define the notifications that you would not like the recipient to receive.

   Settings in the Specify Areas section do not apply to global settings.

3. Click the blue Save button located in the lower left-hand corner of the page to save, apply, and activate notifications for the recipient.

Descriptions of Global Notifications Settings

• Notify of new registrants for In-service zones
  • All registrations submitted in an in-service zone.

• Notify of new registrants for pre-registration zones
  • All registrations submitted in a pre-registration zone.

• Notify of new registrants for remote areas
  • All registrations submitted outside of your service areas.

• Notify of Registrant cancellation
  • All order cancelations.

• Notify of new comments submitted by registrants
  • All messages and comments submitted on the Message Board page on the frontend of your CrowdFiber website.

• Notify of new documents signed by registrants
  • All submissions of automated signature documents.

• Notify of new terms accepted by registrants
  • All acceptances of terms that are sent post-registration.

• Notify of new terms signed by registrants
  • All submissions of signatures associated with terms sent post-registration.

• Notify of registrant completing outstanding step
  • All submissions of any outstanding step.

Option 2) Establish Targeted Notifications

1. Uncheck all of the global notifications settings checkboxes.

   If any of the global settings checkboxes are checked, global settings will override any targeted settings.

2. Use the targeting options in the Specify Areas section of the page to target notifications to the recipient.

   If more than one attribute is targeted (market, zone, brand, zone group), the registration must contain all targeted attributes for the internal notification to be triggered.

3. Click the blue Save button located in the lower left-hand corner of the page to save, apply, and activate notifications for the recipient.

Descriptions of Targeted Notification Settings

• Notifications for these zones
  
  
  

  • Create notifications that are triggered by registrations submitted in a specific service area(s)/zone(s).
  • This setting defines in which zone(s) an address being registered must exist for a notification to be triggered:
    • One zone
    • Multiple zones

  The zone(s) that will trigger notifications are seen in the Selected Column. Click a zone name to add or subtract a zone from the Available or Selected column.

• Notifications for these brands (Multi-Brand users only)
  
  

  • Create notifications that are triggered by registrations exclusive to a brand(s).
  • This setting defines in which brand(s) must receive a registration for a notification to be triggered:
    • One brand
    • Multiple brands

  The brand(s) that will trigger notifications are seen in the Selected Column. Click a brand name to add or subtract a zone from the Available or Selected column.

• Notifications for these markets
  
  

  • Create notifications that are triggered specifically by residential vs. commercial registrations.
  • This setting defines which market(s) must be associated with a registration for a notification to be triggered:
    • Residential
    • Commercial
    • Multiple markets

  The market(s) that will trigger notifications are seen in the Selected Column. Click a market rand name to add or subtract a zone from the Available or Selected column.

• Notifications for these zone groups
  
  

  • Create notifications that are triggered by registrations submitted in a specific zone group(s).
  • This setting defines in which zone group(s) an address being registered must exist for a notification to be triggered:
    • One zone
    • Multiple zones

  The zone group(s) that will trigger notifications are seen in the Selected Column. Click a zone name to add or subtract a zone from the Available or Selected column.