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).
Select Distribution | Notification to display the Notification screen.
Under Notification, click the Add Notification icon.
Complete the fields in the table below.
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.
Click OK.
Under Notification Select, click the Add Notification Selection icon.
Complete the fields described in the table below.
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.
Click OK to accept the notification.