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Notifications Builder - Notification Types & Creating Notification Templates
Notifications Builder - Notification Types & Creating Notification Templates

Where do I setup my notifications? What are notification types? What are notification templates?

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Learn how to build Notifications in BPro!

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Notification Types and Creating Notification Templates

You can access the Notifications Builder from the Customize menu.  In the builder, you will see a list of the main Notification Types in BPro.  Notification Types are the scenarios in BPro which can trigger notifications to be sent out.  For example, you may want to send out notifications for things like appointment reminders for jobs that are booked in your calendar.

Click on any of the listed Notifications to expand them and see the Templates that are associated to them. Notification Templates allow you to control the 'who, what, when and how' of sending your notifications and can be tailored to the scenario. Templates can be edited, cloned or deleted, depending on your access.

Creating a Notification Template

To create a new notification template, click the 'create notification' button next to any of the notification types listed in the builder.

Step 1 - Select your Delivery Method (the 'HOW')

Step 2 - Name your template, Set the subscribed recipients, and Set the timing of when to send the notification (the 'WHO' and 'WHEN').

Step 3 - Set your Notification Message Content (the 'WHAT').  

That's it! 1,2,3, and you're done!

NOTE:  Don't forget that each template can be toggled to 'Active' or 'Inactive' at your choosing.  When a template is set to 'active' your notification will be eligible to start sending for that notification type.

Want to learn more about BPro Notifications??  Click HERE to Learn More!

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