The new Custom Notifications feature in Engage allows branch administrators to customize various messages that are sent from the system regarding forms, event submissions, and organization registrations. You can create your own custom messages for each time a various submissions are submitted, approved, and denied, allowing you to provide additional context or information to your users. You might use these custom messages to include information about next steps once an organization is approved, or to provide contact information for your office so users can follow up on denied events.

To customize notifications for a branch, navigate to the Manage View and select the administrative branch. From the Action Center homepage, select the new "Notifications" button.

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In Engage, you can customize the following notifications at the branch level:

Event Submissions:

  • "Event Change Request State Changed" - Sent when an Event Change Request is either approved or denied
  • "Event Submission Approved" - Sent when an event submission has been approved
  • "Event Submission Denied" - Sent when an event submission has been denied
  • "Event Submission Confirmation" - Sent to the submitter to confirm receipt of an event submission
  • "Event Submission Reviewer Notification" - Sent to reviewers when an event submission is submitted

Form Submissions:

Note that for form notifications, you are customizing the notifications sent for ALL form submissions within the branch and organizations housed within the branch, and at this time cannot customize responses for individual forms.

  •  "Form Submission Confirmation" - Sent to the submitter to confirm receipt of a form submission
  • "Form Submission Approved" - Sent to submitter when a form submission is approved
  • "Form Submission Denied" - Sent to submitter when a form submission is denied
  • "Form Submission Reviewer Notification" - Sent to reviewers when a form submission is submitted

Registration Submissions:

  • "Organization Registration Approved" - Sent when an organization registration is approved
  • "Organization Registration Denied" - Sent when a registration submission is denied
  • "Organization Registration Submission Confirmation" - Sent to the submitter to confirm receipt of an organization registration submission
  • "Organization Registration Admin Notification" - Sent to branch administrators when a registration has been submitted and needs review

To edit a notification, click on the name of the notification.

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You will be taken to a page where you can customize the email notification sent to users. Switch to edit the System Inbox version (the notification delivered to the user's User Drawer in Engage) by selecting System at the top of the editing area. Keep in mind that students may choose to opt out of one or both types of notifications: therefore, we recommend communicating important information in both types of notifications.

Now, it's time to customize your notification! By default, you will be shown the standardized message that will be sent by default if you choose not to further customize the notification. Keep in mind that once you change this default notification, we cannot restore the original text. For each notification, you can customize the subject line and the content, divided into two sections: Heading Content and Body Content. Utilize the rich text editor to add emphasis to your text or to even provide a hyperlink to an additional set of instructions or outside resource. 

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On the right hand side of the editing area, you will see a number of placeholder Fields you can use in that specific notification. Examples might include Organization Name, Comments, Recipient Name, or a link to the URL of the submission or another relevant screen in Engage. Feel free to use any of these available fields as you see fit for your notification. Remember that in most cases, you can also customize comments to be sent with individual submissions when you approve or deny them, which you can include in your custom message by incorporating the {{Comments}} placeholder field.

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When you are done editing your notification, click "Save" at the bottom of the content editor. You will then be able to preview your notification on the right hand side of the screen. Note that the action buttons on the notification, such as "View Submission" or "View Event" are not customizable.

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View examples of how you might configure your custom notifications.

 

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