Personalize Notification Templates

Notifications are triggered from the Cymmetri platform for various actions occuring on the platform either through direct action by the end-user or by the virtue of some backend action (such as running of a scheduler for a campaign). Cymmetri platform ships with default notification templates that may be modified by the administrator using the following process:

1. Access the notification templates menu by clicking on the configuration menu on the left-hand side menu bar and then clicking on the Notification templates pop-up menu.

   
2. Click on the eye icon to preview the corresponding template

   
3. Values in <> anchor tags and ${} reflect macros.

4. Click on the pencil icon to edit the template.
5. We may treat this template as an email, and edit the subject of the mail.

   By default, the email notification will be sent to the corresponding affected end-user, but selecting the toggle option for “Send notification to Reporting Manager” will also copy the mail to the Reporting manager of the affected end-user, allowing for offline followup for the notification.

   
6. The administrator may edit the HTML using the provided HTML editor to add/change any template button/text/background. The macros required for the particular template are already provided in the sample default notification template.

7. Click on the Save button to save the notification template.