Skip to main content

Setting up notifications

How to notify users?

Written by Marie Xhauflair
Updated over 2 weeks ago

Want to get your employees more involved in learning? Notifications are the way to go! You can prompt them to take action or inform them how they're doing on the learning platform.

How to set up notifications?

Head to Control to create a new automation for each notification you want to send.

Not sure how to do that? Check out this article first πŸš€

As with any automation, start first by answering the following questions:

  1. When should it happen?

  2. Under what conditions should it happen?

  3. What should happen? (In this case, Notify user)

For example, let's say you want to remind a user to complete a piece of content. You can set up your automation with:

  1. Event: Check periodically (= check every hour)

  2. Condition: Is Activity: {activity} needs to be completed

  3. Action: Notify user

πŸ’‘ Good to know

An automation set up with a notification, even if 'Check periodically' event type is selected, will only be sent once.


Add notification

Now, it's time to add your notification!

Step 1. Give it a subject in the Title field. This will appear in the platform notifications and as the email subject if you send an email notification.

Step 2. Write your message in the Message field.


​

If you intend to pair an email notification with your in-app notification, proceed with Steps 3 to 5. Otherwise, skip to Step 7.

Step 3: Choose 'Send email' to append an email to your notification.

Step 4: Fill out the email message. Using the rich text editor, you can format your text with bold, italic, H2, H3, H4, hyperlinks, and image options.

πŸ‘€ Good to know:

  • Emails always have a default greeting "Hi [first name]" and a 'Go to platform' button.

  • Admin can easily customize the greeting to suit their style, choosing among the fist name only, [full user name] and [last name] variables'. All you have to do is fill in the middle part!

Step 5: Preview your email by clicking the "Send test email" button. You can either select a user from the platform or enter a custom email address.

πŸ‘€ Good to know:

Test emails don't include the variables!

Step 6: Choose your email template (it's always Notification (Global))

Step 7: Who is the notification for?

  • By default, the notification is sent to the user who triggered the automation.

  • If the "To manager" or "To buddy" box is checked, the notification will be sent to that selected recipient instead.

Step 8: For managers, choose one of the following options:

  • Direct manager: Sends notifications only to the immediate managers of the users who meet the conditions.

  • All managers: Sends notifications to all the managers with reporting permissions for users who meet the conditions.

Step 9: For buddies, select "To buddy". Visit the Buddy Feature help article to learn more about this option.

πŸ‘€ Good to know:

When a notification is sent to a manager or buddy, the recipient changes.

  • Use {{receiver.first_name}} for the recipient’s first name.

  • Use {{sender.first_name}} or {{event.first_name}} for the first name of the user who triggered the automation.

Example:
If John triggers the automation and his manager Sarah receives the notification:

  • {{sender.first_name}} or {{event.first_name}} β†’ John

  • {{receiver.first_name}} β†’ Sarah

For more information variables, check out this article: Variable overview πŸš€

Step 10: Make sure 'Recipients' is always set to user and 'User source' to event -> user


How many emails can you send from your platform?

When large volumes of emails are sent, delivery is rate-limited to ensure system stability.

  • If more than 2000 emails are sent, additional emails are placed in a queue

  • Queued emails receive the status Queued

  • Each day, the system sends the oldest 1000 queued emails

  • Remaining emails stay in the queue until processed

πŸ”₯ Important

  • This limit helps prevent emails sent from TinQwise from being flagged as spam or blocked by mail providers.

  • By controlling the sending volume, email deliverability and sender reputation are protected.


Increasing engagement with notifications

With these simple steps, your email notifications are now more visually engaging!

Want to know more ways you can increase engagement with notifications?


Did this answer your question?