Table of Contents
Mainflow allows you to receive both on-screen and email notifications for various activities within the system. You can configure your notification preferences from Mainflow > Settings > Notification.
Enabling Notification Settings #
You can receive on-screen and email notifications for various activities inside mainflow. you have the flexibility to choose how you receive notifications:
- In-App Notifications – To receive notifications directly within Mainflow, enable the Receive App Notification option.
- Email Notifications – If you prefer to receive notifications via email, turn on the Receive Notification Email option.
Template Settings #
Mainflow’s email notifications use predefined templates to structure information in a clear and organized manner. You can personalize these templates with shortcodes that dynamically insert relevant details.
- {org_name} – Displays your company name, as set in Mainflow’s General Settings.
- {notification} – Indicates the type of notification being sent. Example: If a new lead is added, the subject might say, “John Doe Added a Lead.”
There are some shortcodes for the email body as well. If you want to use custom text and move the link and organization name to different places, you can do that with that help.
- {name}– Inserts the recipient’s name, making the email more personal and reducing the risk of it being marked as spam.
- {notification_link} – Adds a direct link to the specific page related to the notification.
- {org_name} – Displays the organization’s name, helping recipients identify why they received the email.
