Notification

Notifications display for users in the Alerts area in Customer Service, or for subscribers in iServices. They can also be exported with renewal notice information, in the General Message field in the Detailed Export 2 format. Notifications are similar to alerts defined in Task setup, but they are not linked to tasks.

Note: Account notifications, used with accounts, are defined in a separate Account Notification option (see Account Notification).

To add a new alert:

  1. Select Distribution | Notification to display the Notification screen.

  2. Under Notification, click the Add Notification icon.

  3. Complete the fields in the table below.

    FieldTypeWhat to enter

    TITLE

    open (30)

    Provide a title for this notification. The title will appear in the Alerts tab as well as the Alerts pop-up window when the alert is displayed in Customer Service. The title also appears in iServices Subscriber.

    TYPE

    predefined

    Identify whether this alert applies to Customer Service, iServices Subscriber, or Subscriber Billing.

    START DATE, END DATE

    date

    Enter the date range during which this alert will be active. The end date is optional.

    DETAILS

    open (unlimited)

    Enter the text or HTML content (text and images) that comprise the notification.

    PRIORITY

    open (1)

    The priority determines the order in which notifications are listed in Customer Service and iServices Subscriber. A priority “1” alert will be listed before a priority “2” notification, for example. Level 1 tasks (set up in the Task module) are given a priority of “1” automatically.

    LOCATION

    predefined

    Location applies only to iServices Subscriber. Select the sidebar where this notification will be displayed, select All Sidebars, or multi-select locations.

  4. Click OK.

  5. Under Notification Select, click the Add Notification Selection icon.

  6. Complete the fields described in the table below.

    FieldTypeWhat to enter

    TYPE

    predefined

    The available notification selection types vary depending on the notification type selected above. For iServices Subscriber and Customer Service, these include:

    • Subscriber status

    • Email (has email or no email)

    • Demographic answer

    • Auto renew status (credit card, bank draft, either or none)

    • Billing method

    • Rate code

    • Credit status

    • Renewal method (route, mail or eBill)

    For Subscriber Billing, these include:

    • Depot

    • Area Label

    • Region Name

    • Zone

    • District

    • Route

    • Payment Type

    • Delivery Schedule

    • Grace Status

    • Start Source

    • Zip Code

    PRODUCT

    setup

    Select a product to which this alert applies, or select the All Products checkbox.

    • For the notification types of Customer Service and iServices Subscriber, product can be defined only for the notification selection types of “Subscriber Status” and “Credit Status”.

    • For the notification type of Subscriber Billing, the product cannot be defined for the notification selection types of “Grace Status”, “Start Source”, or “Zip Code”.

    variable field

    setup

    This field varies depending on the notification selection type identified above. For example, if Type is “Renewal Method,” you would select the renewal delivery method in this field. The notification would then display for subscribers with the selected renewal delivery method.

    ANSWER LOW HIGH

    setup

    These fields are available only if the notification selection type is “Demographic”. Specify a demographic answer and, if the demographic value is a range, enter the low and high values as well.

  7. Click OK to accept the notification.

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