How do I enable Email and ToDo notifications for a Smart List?

How do I enable Email and ToDo notifications for a Smart List?

For more information about how to create or edit a Smart List, see
  1. How do I create a Smart List?, or
  2. How do I create a User Smart List?
Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customizations. Contact your platform administrator, Support team or Consultant for further assistance if you can’t find the selection noted.

Accessing the "Notifications & ToDo" section of the Smart List Editor:

1. Go to Connections > Lists.


 2. Select Smart Lists in the top right hand corner, and select the list that you wish to edit.
Note: If you are a Channel Admin or Channel Manager, you can go to the “User Smart Lists” tab, and then select a User Smart List to edit. For either list type, the remaining steps will be identical. 

 


3. Click the "More" drop-down in the top right hand corner. Then select, "Notifications and ToDo"


Note: Notifications work by utilizing the Conditions feature of Smart Lists that automatically pull Contacts into the matching Smart List. Once a Contact matches the set Conditions of that Smart List, and gets pulled into the List by the system, that triggers a Notification.

Activating Email Notifications

Note: Before you can turn on Smart List notification emails, you must enable Email Notifications in your user profile. 

 Click on the Email Notification toggle switch email notification permissions on or off. If the toggle is already set to 'on/green/enabled', click "Save" and exit.



4. After clicking on the "Email" checkbox, choose which party you want to send the notifications to: Yourself (the User), the Creator of the Notification, or any users set as “Owner” of the Smart List. Type in the email the Subject line and Message text.


Optional Email Notification Fields: 
A. Select automatic personalization variables
B. Reset Fields - reset fields for personalization variables


Activating ToDo Notifications
4. After clicking on the ToDo checkbox, choose which party you want to send the notifications to: Yourself (the User), the Creator of the Notification, or any users set as “Owner” of the Smart List. Then, type in text of your notification message.


When you have finished adjusting your notification settings, click "Save".

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