Managing your notification preferences helps you stay on top of things without being overwhelmed. This guide walks through how to customise each notification type, from in-app alerts to email and SMS updates, so you only receive the information that matters to you.
To get started, navigate to the Notifications section from the "My Profile" section.
Here, you can adjust your notification settings to manage conversations, tasks, or social media updates.
In-App Notifications
Checking in-app notifications will enable notifications within the LeadConnector app as well. This page gives you an overview of your current notification settings for each type on the list. Simply check or uncheck the boxes to update your preferences.
Email Notifications
The email column gives you control over which notifications arrive in your inbox. Simply check or uncheck the boxes to build a notification setup that keeps you focused on what actually needs your attention.
SMS Notifications
The SMS column lets you control which notifications come through to your mobile device. Check or uncheck the boxes to tailor your SMS notifications so you only receive messages relevant to your immediate needs. That way you stay connected and responsive without unnecessary interruptions.
Conversation Notifications
Keep track of how your clients are communicating with Conversation Notifications. You can control which notifications you receive for email and text message conversations, customising what you see or turning them off entirely.
All Conversations
Want to stay up to date with every new message received for your account? You can opt in to notifications so you don't have to manually check conversations.
Conversation Assigned to Me
When enabled, this option notifies you when conversations are assigned to you, keeping you up to date with your tasks. You'll get an alert promptly delivered to your preferred channel.
Added to Internal Chat
When enabled, this option notifies you when a teammate adds you to an internal conversation. This notification, along with ones for new internal messages, will be displayed in the web version of your CRM.
Mentions
This notifies you every time you get mentioned in a conversation. It applies to both internal and customer chats.
New Messages
You'll always know when something new arrives in one of your conversations. The notification system keeps you informed about any new messages from conversations you're assigned to (1), internal chats you're included in (2), or conversations where you're mentioned (3).
Task Notifications
Task notifications give you full control over your to-do list.
When a Task Is Assigned
You can choose to be notified when a task is assigned to you. This is a handy way of staying informed and organised when you have multiple users managing plenty of tasks.
Setting a Reminder
Want a reminder when a task is coming up? You can customise your notification options based on the timing that suits you best. Set up an alert via the app, by email, or via SMS to be reminded 15, 30, 45, or 60 minutes before your upcoming task.
Daily Summary of Due Tasks
Schedule daily reminders of incomplete tasks to be sent via push notifications, SMS, and/or email at your preferred times.
Daily Summary of Overdue Tasks
Schedule daily reminders of overdue tasks to be sent via push notifications, SMS, and/or email at your preferred times.
No Tasks
Toggle the option under your Due and/or Overdue tasks to avoid being notified when the task list is empty.
WordPress
When a customer makes a purchase, you can be informed in multiple ways. You'll receive an in-app notification, SMS, or an email letting you know straight away. Before setting your preferences for WordPress notifications, make sure the website URL is connected with the CRM.
The Facebook notifications section lets you control how you view updates related to your Facebook page. Your Facebook page needs to be integrated with your account before you can receive these notifications.
Here you can manage notifications related to your Google My Business page. Enabling these notifications can help you decide what action to take based on the reviews coming in on your Google My Business page.
Calendar Notifications
Account users can stay informed with disconnection alerts for calendar and video conferencing integrations on Days 1, 3, 7, and 14 via their configured channels. After Day 14, notifications stop automatically. Once you reconnect an integration, such as Google, Outlook, iCloud, Zoom, or Microsoft Teams, no more reminders are sent.
The second option in this section will notify you if any issues arise with the link or location for your connected meetings.
Click "Save" to keep your changes.
By customising your preferences across in-app alerts, email, and SMS, you'll only receive the information that's relevant to you. This keeps you on top of conversations, tasks, and updates without being overwhelmed by unnecessary notifications.