System Notifications

ActiveDEMAND has a built in notification system for reporting on changes within the account. The notification system is configured on two levels:

Account (configured in Administration->[Notifications Tab])
User (configured in Profile Settings -> Preferences)

There are two communication channels:

Email
Browser/In App

Account Level Configuration

For each notification event, the administrator can configure the message body.

In the Account Settings -> [Notifications Tab], events are grouped by event audience (i.e. which group of people will receive the notification).

The administrator enables which types of notifications will propagate through to users. Users choose which notifications that they want to receive.

User Notification Configuration

Every user can configure which notifications they are interested in receiving and the channel that the notifications are delivered on. To configure the notifications, the user will go to their profile, and open the Notifications tab

In App Notifications

The in app (browser) notifications are delivered as alerts in the system:



The user can view their alerts on the right side panel

Notification Triggers

The following systems generate notifications within your account:

Content changes (moderated Newsletter emails, scheduled social posts)
Task changes
Deal changes
Asset Authentication Errors
Mentions in comments
Unread text and chat messages
etc

Technical Error Notifications

There are various system events that can generate error notifications.

Form submit failures (bots trying to submit a form, or if there is an issue that prevents a form to submit)
Social post failures (social account authentication issues, social platform API issues, etc)
Lead notification send failures (sending a lead to an employee that does not have an email address, etc)
Calendar authentication issues (if the platform can no longer access a user's calendar app due to authentication issues etc)
3rd Party application authentication issues

These notifications flow up the account chain. Thus users are logging into 'master account' that subscribe to technical error notifications will receive technical notifications from the master account and the client accounts.

The Technical Contact

When setting up an account, if you assign a technical contact, the assigned contact will have all classes of error notifications enabled on that employee's profile.

ActiveDEMAND informs the Technical Contact (and any person who subscribes to error notifications) of your account about any errors happening to your Lead Notifications or Form Submits by sending automated error emails. It is important to set a Technical Contact under Administration = Account Settings= [Account Setup] tab to receive them. This is especially useful if you are testing a new form or an update to your Sales Lead Notifications.



Some of the frequent types of errors you might receive are listed below.

A lead tried to send for Your Account but failed for one of these reasons:
You were sending to an empty contact list, or a list that contained non-employees
You were sending to an email address that is not set or was deleted.

A bot was submitting empty forms on your page

For more information, read this article:

An attempt to submit a form from an unverified URL

As a security feature, ActiveDEMAND will only accept form submits from verified URLs. The website domain that you set up for your account is automatically verified (i.e. ActiveDEMAND will only accept web form submits from a page on your main website domain). If you are receiving this error, your webform is deployed on a different domain than your main account domain.

Updated on: 17/04/2024