Notifications

Last updated Sep 18th, 2024

Overview

Notifications enable you and your teams to stay on top of what's happening with the members, organizations, and segment you follow. The notifications page in settings allows you to view and manage all of your notifications.

Set delivery preferences

Choose how you want to receive notifications from the following options:

TypeDefinitionDelivery
System
For general communication - this includes shares, invites and requests for Common Room access
Email only
Immediate
For those you follow, or when a teammate mentions or replies to you
Email or Slack
Digest
Daily digests for those you follow
Email or Slack

Update active notifications

From the notifications settings page, you can manage all active notifications generated from your members, organizations, and segments. Select one or more active notifications to turn off the notification, or change the frequency to either immediate or daily digest.

Subscribe to notifications

Setup notifications
Setup notifications

Subscribing to notifications happens outside of settings when you're viewing a member, organization, or segment. In any of these areas, click the notifications menu to setup your notification preferences.

  • Contacts: To set a notification for a member, click on a member profile and click the bell icon at the top right of the member profile (next to the member's avatar).
  • Organizations: To set a notification for an organization, click into an organization profile and click the bell icon in the top right of the organization profile.
  • Segments: To set a notification for a segment, click into a segment and click the bell icon in the top right of the segment page.

Supported notification triggers

Contacts

Notification typeTrigger event
All community activity
New activity from a member
Notes
New note added to a member

Organizations

Notification typeTrigger event
New member
New member joins the organization
All community activity
New activity from a member in an organization
Notes
New notes added to an organization

Segments

Notification typeTrigger event
Contact additions
New Contacts added to a segment
Contact removals
New Contacts removed from a segment
Status changes
Status added, removed, or changed for a Contacts in a segment
Notes
New notes added to an organization
All community activity
New activity from a Contacts in a segment

Teammates

Notification typeTrigger event
@mentions
When a teammate @mentions you in a team note

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