Configure email notifications for an interaction

Set up email notification to determine whether they should be sent to the contact, consumer, or guest.

Before you begin

Role required: admin

About this task

Email notifications that are available by default:

• Interaction created for consumer
• Interaction created for guest
• Interaction created for contact

You can customize the existing notification or create a notification. For more information, see Email and SMS notifications.

Procedure

1. Navigate to All > System Notifications  > Email > Notifications.
2. Select the Show column search row icon ().
3. In the  Name column, search and select for any of the following notification.
   • Interaction created for consumer
   • Interaction created for guest
   • Interaction created for contact
4. To disable notifications, update Active to False.
   1. Select here.
   2. Clear the Active check box.
   3. Select Update.
5. To include different content, update the email template.
   1. Select What it will contain.
   2. Remove the exiting template from the Email template field.
   3. Search and select the email template.
      Alternatively, in the Message HTML field, enter the content for the email template.
   4. Select Update.