Portals can customize the content of notifications which are sent to its various stakeholders at different parts of their journey inside the portal. This can be helpful when needing to provide portal specific details, instructions, or just general context at the time of the notification.
Main benefits of surveys:
Dynamically insert additional resources as needed during user on-boarding
Ensure your users always have the contextual information they need
General
Portal Branding
All notifications sent from within your portal will automatically have your portal's customization applied to it, including:
Logo
Custom vocabularies
Color palette
This will occur regardless of if you customize the content of the notifications themselves. This is to ensure your users always see your branding and understand that they are working inside of your portal.
Variables
Each custom notification will have a set of variables available to be used inside of the customized content. This can be used for dynamically inserting user names, dates, or creating dynamic links. For a full description of this functionality, check our our variables documentation.
Experience defaults
Portals have the ability to set portal wide customization notifications which are then applied to each experience automatically inside the portal. This is great for maintaining consistency across your portal for different notifications which are tied to events inside of individual experiences.
Notifications list
All notifications available to be customized inside a portal are:
Group | Notification | Variables |
Experiences | A team has applied to a match | None |
Experiences | A match has been confirmed for a project * | None |
Experiences | A submission has been created for a project * | None |
Experiences | A submission has been created for a project * |
|
Experiences | A project start date is coming up soon | None |
Experiences | An experience start date is coming up soon | None |
Companies | An application for a portal pass was created | None |
Companies | A portal pass was created | None |
Members | A request to join the portal was accepted | None |
Members | A request to join the portal was created | None |
Previewing
All custom notifications have the ability to be previewed so you can see what your users will see when they receive the notification.
How to
Customize a notification
To customize a notification for a portal:
Click "Settings" below the "Portal" group in the main navigation.
Click on the "Notifications" tab in the "Advanced" group
Customize the content of the notification and then click "Submit" to save it.
Each available notification is separated into its respective group in the portal settings, so be sure to check out each group to customize any of the available notifications.
Preview a notification
To preview a customized notification for a portal:
Click "Settings" below the "Portal" group in the main navigation.
Click on the "Notifications" tab in the "Advanced" group
Find the notification you wish to preview and click the eye icon on the top right of the content editor.
