The following document will assist users in updating their notifications for their general account as well as for each application.
Accessing Your Notification Settings
Click on your profile picture in the top-right corner. Then, click on Settings.
From the column on the left, click on My Notifications underneath My Account.
My Notifications
The top section features toggles for both your Bell and Browser notifications.
The Bell notification refers to the bell icon in the top-right corner of your screen. The settings menu itself references the area in question. Whenever this toggle is On, it will display a red icon with the number of unread notifications on top of the bell. You can turn this Off if you prefer not to see these notifications.
The Browser notification refers to pop-ups that appear when your dashboard is not your active tab or window. When this is turned On, our platform will push notifications to your browser, so that you’re aware of updates no matter where you’re browsing. If you do not wish to see these types of notifications, switch it to Off.
Sound & Appearance
You can further customize your notifications for increased accessibility.
The first toggle option allows you to add a ring sound effect whenever you receive a bell notification. Simply toggle this On/Off to your liking.
The second option allows a red dot to appear on the tab with your dashboard whenever a notification appears. Again, toggle this On/Off to your liking.
App Notifications
Finally, you can personalize notification settings for each application within the platform. This allows you to prioritize the notifications you want to be aware of, while others you can leave silent if you choose.
Analytics
Analytics features just one notification setting. This will alert you whenever one of your integrations encounters an issue and is disconnected from your dashboard.
You can check one or more notification options on the right by clicking the box. The first simply pushes a red badge to your bell icon. The second will trigger a notification sound. The third will send you an email as soon as the event occurs.
Contacts
‘Contacts’ features four notification options:
Receive a notification when a business contact is assigned to you
Receive a notification when a people contact is assigned to you
Receive a notification when an import is complete
Receive a notification when a contact reminder is due
Just like with Analytics, you can click one or more boxes to set up your notification type for each event.
Deals
‘Deals’ features four notification options:
Receive a notification when you are assigned a deal
Receive a notification when a followed or assigned deal moves to a new stage
Receive a notification when a deal automation fails
Receive a notification when a deal reminder is due
Once again, select one or more notification options for each event using the boxes on the right.
Forms
‘Forms’ features two notification options:
Receive a notification when you receive a new form submission
Receive a notification when pending form requests are not completed within 7 days
Again, select one or more notification options on the right for each event.
General
Your General settings feature five notification options:
Receive a notification when a sub-account’s payment method is declined for subscription renewal
Receive a notification when a sub-account upgrades, downgrades, or cancels a subscription
Receive a notification when a new team member accepts an invitation to create an account
Receive a notification when you only have 10% of your account credits remaining
Receive a notification when your account hits a credit limit
Inbound
Inbound comes with two notification options:
Receive a notification when a new inbound lead is assigned to your account
Receive a notification when a campaign is disconnected
InstaSites
InstaSites comes with two notification options:
Receive a notification when a prospect views an InstaSite build
Receive a notification when an InstaSite build fails
InstaReports
InstaReports comes with two notification options that are similar to the above:
Receive a notification when a prospect views an InstaReport
Receive a notification when an InstaReport fails
Leads
‘Leads’ offers two notification types:
Receive a notification when a lead search is complete
Receive a notification when a lead automation fails
Projects
You can set up two types of customizations for Projects:
Receive a notification when a new project is added
Receive a notification when an analytics integration is disconnected
Sites
Finally, you can take advantage of two notification types for Sites:
Receive a notification when your site is unpublished/goes offline
Receive a notification when your site receives a form submission
A final reminder - you can trigger up to three notification types for any single event listed for any application. If you would like to turn off these notifications, come back to this menu and uncheck the box under the notification type.