Notifications

How Response Management Notifications Work

Most companies are doing their own notifications, but if you want to use Full Circle notifications it’s good to review how we notify:

• On a new active response
• On an additional response
• Responses go to the OWNER of the Lead/Contact
  • We have limited additional delegated notifications on the user record for a specific user or email address
• There is a campaign notification override that gives more granularity to restrict notifications at a specific campaign level
• We don’t notify on response prompt campaigns unless they specifically wish to do so
• We need to set up an org-wide email address unless there is one to use
  • View and establish during this session

If you want to use Full Circle notifications, find out if there are any users or profiles that should NOT get notifications if they own the Lead/Contact, or if only a specific profile/set of users should get notifications and everyone else should be excluded.