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Notifications for portals

Customizing notifications sent from a portal

Updated over a week ago

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 *

  • match.id

  • team.id

  • user.id

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:

  1. Click "Settings" below the "Portal" group in the main navigation.

  2. Click on the "Notifications" tab in the "Advanced" group

  3. 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:

  1. Click "Settings" below the "Portal" group in the main navigation.

  2. Click on the "Notifications" tab in the "Advanced" group

  3. Find the notification you wish to preview and click the eye icon on the top right of the content editor.

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