System and custom notification and delivery channel preferences in Next Experience
Summarize
Summary of System and Custom Notification and Delivery Channel Preferences in Next Experience
The Next Experience platform allows you to manage and customize your notification preferences, enabling control over how and when you receive system and custom notifications. This functionality includes setting conditions for notification delivery and choosing preferred channels, such as email, SMS, and instant messaging.
Show less
Key Features
- Notification Preferences: Customize and manage both system and custom notifications, including filtering by category and defining global settings.
- Search Functionality: Enhanced search capabilities include standard name searches and AI-driven searches that delve into notification fields for improved accuracy.
- System Notifications: Receive alerts on record changes, with options to enable/disable notifications and schedule deliveries based on personal preferences.
- Custom Notifications: Subscribe to and tailor notifications by adding conditions; note that some notifications requiring related records must be set in the Core UI.
- Delivery Channels: Choose and manage channels for notifications, including creating or deleting channels (admin only), and scheduling notifications through selected channels.
- AI Search Activation: Admins can enable the AI Search for Notifications plugin to enhance search capabilities.
Key Outcomes
By effectively utilizing these features, you can streamline your notification experience, ensuring that you only receive relevant alerts in your preferred formats. This customization empowers you to maintain focus on critical updates while minimizing distractions from unnecessary notifications.
You can manage and set your own notification preferences, including customized notifications and channels for receiving them.
With notification preferences, you can control the system notifications and custom notifications that you receive and apply conditions to restrict notification delivery and choose how the notifications are delivered to you.
Search notifications
You can also search for notifications under both system and custom notifications. There are 2 types of searches, search on preferences that only searches if it matches the notification name and AI search.
With AI search, the search functionality now goes beyond just looking for notification names. It can also search within fields of notification records, offering a broader and more accurate search experience. To use the AI search, the AI Search for Notifications plugin must be installed and index sources Platform Notifications V1 and Platform Notifications V2, for more information see Activate AI Search for Notifications and Index AI Search for notifications.
System notifications
System notifications alert you of record changes that might concern or interest you. You can be notified via email, SMS text messages, push notifications, or messaging applications.
- Set your preferences for specific notifications by searching in the list of your notifications or by filtering them by category.
- Set preferences at a global level.
- Easily enable or disable all notifications or individual notifications.
- Use advanced filter options based on categories, delivery channels, active or inactive notifications, email digest, and subscribable notifications.
- Add or modify a notification schedule for individual delivery channels for each system notification.
- Set a schedule for all notifications, individual system notifications, or delivery channels.
For more information, see Apply notification conditions
Custom notifications
A custom notification is a system notification that you can subscribe to and customize by adding conditions.
- Search for a specific notification in the list of your notifications to be able to set your preferences for that notification.
- Use advanced filter options based on categories, delivery channels, active or inactive subscriptions, and email digest.
- Create and modify custom notifications, which are subscriptions to notifications that are important to you.
- Set preferences at a global level.
- Easily enable or disable all notifications or individual notifications.
- Enable or disable notification channels.
- Add or modify a notification schedule for individual delivery channels for each system notification.
- Set a schedule for all notifications, individual system notifications, or delivery channels.
For more information, see Apply notification conditions
Custom notifications for Next Experience do not support notifications that require a related affected record. For these notifications, you have to set the preference in the Core UI. For more information, see Setting notification preferences in Core UI.
Delivery Channels
Delivery channels is a list of your chosen channels such as email, SMS, instant message and voice channels for receiving notifications.
- Enable or disable a particular channel for receiving notifications.
- Create, edit, or delete notification channels for instant messages, email, SMS, and voice.Note:Only admins can delete channels from the cmn_notif_device table.
- Choose how notifications are delivered.
- Set a schedule for the record in the channel and apply to the notifications you want to receive.