Alerts & Email Notifications
Stay informed with real-time alerts and customizable notifications for your agency
Real-Time Alerts
Instant notifications for important events like new client requests, payment receipts, and task deadlines.
Customizable Rules
Create custom alert rules based on specific triggers, recipients, and priority levels.
Email Notifications
Professional email templates that can be customized with your branding and agency details.
Notification Center
All your alerts and notifications in one centralized location with filtering options.
New Client Request
High PriorityAcme Corp submitted a new project request
2 minutes agoTask Deadline Approaching
Medium Priority"Website Redesign" due in 24 hours
1 hour agoTeam Member Update
Low PrioritySarah Johnson updated the project status
3 hours agoMonthly Report Available
InfoYour agency performance report is ready
YesterdayKey Benefits
Never Miss Important Events
Get alerted immediately when critical actions occur in your agency workflow.
Customizable Delivery Methods
Choose how you receive notifications - in-app, email, or mobile push.
Team-Wide or Personal Alerts
Configure notifications for your entire team or specific individuals.
Notification History
Full audit trail of all alerts sent for compliance and reference.
Email Notification Example
Hello John,
You've been assigned to a new project:
Client: Acme Corporation
Deadline: June 15, 2023
Please review the project details in the agency portal.
Standard Notification Types
| Notification Type | Default Channel | Priority | Description |
|---|---|---|---|
| New Client Request | Email + In-App | High | When a new client submits a project request |
| Task Deadline | In-App | Medium | Reminders for approaching task deadlines |
| Invoice Sent | Low | Confirmation when invoices are sent to clients | |
| Payment Received | Email + In-App | Medium | Notification of successful client payments |
| Team Message | In-App | Info | Internal team communications and updates |
