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Communication Preferences: Notifications

Change your personal notification settings to customize what you receive

Written by Sara

Communication Preferences: Notifications

Customize which Releventful notifications you receive by email and within the Releventful app.

Notification preferences are personal to each user. Changing your preferences does not change the notification settings for other team members on your account.

Access your notification preferences

  1. Select Settings from the side navigation.

  2. Open Communication Pref.

  3. Select Notification Pref.

Your preferences are organized by notification category. Use the toggle beside each option to enable or disable that notification.

Important: Turning off a notification only affects your user profile. Other team members will continue to receive notifications based on their own preferences.

All Event Notifications

The All Event Notifications setting controls whether notifications are enabled by default across all of your events.

Turning this setting off stops notifications that depend on your account-wide event notification setting. Portal communication preferences will also be unavailable while this setting is off.

If you only want notifications for certain events, you can turn off All Event Notifications and enable notifications individually from the settings for each applicable event.

We generally recommend leaving this setting enabled unless you plan to manage notifications separately for each event.

Portal Communication Preferences

These settings control notifications about activity within an event portal.

Portal Message Notifications

Receive an email and an in-app notification when new portal message activity requires your attention.

Portal Document Share Notifications

Receive an email and an in-app notification when a document is shared through an event portal.

Portal To-Do Completion Notifications

Receive an email and an in-app notification when a client or another portal participant completes a To-Do.

Invoice Communication Settings

These preferences allow you to manage contract, payment, proposal, and invoice-sharing notifications separately.

Contract Signed Notifications

Receive an email and an in-app notification when a contract is signed.

Disabling this setting does not turn off payment notifications.

Payment Notifications

Receive payment-related emails and in-app notifications, including applicable payment reminders, payment confirmations, and failed-payment notices.

Disabling this setting does not prevent clients from receiving transactional messages related to their own payments, such as a payment refund confirmation.

Carbon Copy on Invoice Share Emails

Receive a copy of an invoice-sharing email when you send an invoice to a client.

Turn this setting off if you do not need a copy of emails you send when sharing invoices.

Proposal Accepted Notifications

Receive an email notification when a client accepts a proposal.

Scheduling Communication Settings

These preferences control notifications related to employee scheduling.

Scheduling Request Notifications

Receive an email and an in-app notification when scheduling activity requires a response or action.

Scheduling Update Notifications

Receive an email and an in-app notification when an employee schedule is changed or canceled.

Time-Off Request Notifications

Receive an email and an in-app notification when an employee submits a time-off request.

Website Lead Form Settings

Website Inquiry Notifications

Receive an email and an in-app notification when a new inquiry is submitted through your Releventful website lead form.

Recommended setup

Because notification preferences apply separately to each user, we recommend that every team member review their own settings.

For example:

  • Sales team members may want website inquiry and proposal notifications.

  • Event managers may want portal, contract, payment, and scheduling notifications.

  • Account owners may want all notification categories enabled.

  • Team members who are not responsible for billing can turn off payment notifications while continuing to receive contract notifications.

If you stop receiving an expected notification, first verify that:

  1. All Event Notifications is enabled, when applicable.

  2. The preference for that specific notification type is enabled.

  3. Notifications are enabled for the individual event, if you manage them on an event-by-event basis.

  4. Your email address is correct and the message was not delivered to your spam or junk folder.

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