In this article:
- Email notifications overview
- How to edit team member notifications
- How to edit customer notifications
Email Notification Overview
A team member or customer becomes subscribed to a feature when they create it, vote on it, or comment on it. At that point they are able to unsubscribe if they wish.
Team members
By default, you and your team members will all receive email notifications when:
- A new request is created in your Receptive account.
- A request you are subscribed to has changed status.
- A request you are subscribed to has been commented on.
- You are tagged in a request by a fellow team member.
Customers
By default, your customers will all receive email notifications when:
- A request they are subscribed to has changed status
- A request they are subscribed to has been commented on
Global
You have three account-wide options under your settings page:
- Disable notification emails to customers: this switches off customer emails globally. Use with care as users can always unsubscribe themselves from Receptive request notifications.
- Disable auto-login links in customer emails: if you're using Receptive internally only, you can still let them know you're making progress on the requests they've made. Just select this option to remove all of the links that log your customers directly into their Receptive dashboard.
- Disable notification emails to team members: this switches off team emails globally. Use with care as team members can always unsubscribe themselves from Receptive request notifications.
How to edit team member notifications
Using Gmail? Clean up your inbox with filters and labels. See how to set them up here.
As a team member, there are two methods through which you can edit your email notifications:
1) Through the email
You can use a link in Receptive emails to edit your own email notifications.
Do this by clicking the “Manage Email Preferences” link in the footer of any Receptive notification email.
You can then turn on or off the email notifications you wish to receive.
2) In the Receptive app
Within the app you can edit your email preferences by clicking the cog next to your name in the top-left corner, and then selecting the "Email Settings" tab.
You can then check the boxes depending on which email notifications you wish to receive.
How to edit customer notifications
Customer notifications can either be edited through the email footer link (by themselves) or through the user settings (by a team member).
1) Through the email
This is how customers can edit their own notifications.
In the footer of the email is a link titled "Manage email preferences".
Click that and you'll see a page with various checkboxes.
You can then use these to turn each type of notification on or off.
2) In the Receptive app
Enter the name of the customer you want to edit in the search bar at the top of Receptive and press enter.
Then select the "Users" tab. You can then click on the relevant customer.
Click the "Edit" button next to their name and profile picture.
Then select "Email settings" to see the list of checkboxes you can use to toggle notifications on or off.
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