System Messaging

The System Messaging area of Unifyr One Admin allows Administrator users to manage these types of configuration:

  • Custom templates for these types of standard Unifyr system notification:

    • Welcome emails to partners registering for portal access
    • Notifications for partners receiving distributed leads
    • Notification for partners registering leads

    For information, see About Custom Email Notification Templates.

  • The template for confirmation sent when a partner registers for a partner event

    For information, see Customizing the Registration Confirmation Email Template for Partner Events.

  • Automations - simple workflows that support the sending of custom emails when triggered by a specified event

    For information, see About Automations.

  • Custom emails sent from an automated email workflow (Automation)

    For information, see Creating a Template for Automation/Reminder Emails.

  • Recipients of some standard Unifyr system notifications - for new and updated MDF transactions, deal registrations, pending partner registrations, and submissions of custom information you request from your partners (managed via Custom Objects).

    For information, see Supplier Notifications.

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