Supplier Notifications

Important

Only users with the role of Administrator and/or Channel Account Manager (CAM) can receive Supplier Notifications.

Overview

You can set up your account so that your designated users receive notifications for a variety of Unifyr One partner activities, such as new and updated MDF transactions, deal registrations, deal account requests, or pending partner registrations. You can also receive notifications when users submit information of a custom type (managed via Custom Objects).

Click on the + to view the details of each notification type.   

You can find information about all Unifyr One's system notifications on this page - Unifyr One System Notifications. You will be prompted to log into your CustomerONE account to access the link.

MDF Transaction Notifications

When these notifications are turned on, selected supplier users will receive emails when:

• A partner has submitted a new MDF claim or pre-approval that requires approval
• A partner resubmits an MDF claim or pre-approval
• A partner adds a comment to an MDF claim or pre-approval

To turn the notifications on:

1. Click   > Settings > System Messaging > Notifications.
2. Click the MDF Transactions row.

3. A list of all Administrator and CAM users associated with your Supplier account is presented. Activate the toggle next to each user you would like to receive the MDF transaction notifications. Click Save once all desired users have been added.

   Please note: when CAM filtering is enabled for a user, the CAM will only receive messages relevant to their specified partners.

4. Email notifications include relevant details and a link to the appropriate Unifyr One Admin page to review the partner claim or pre-approval.

New Pending Partner Notifications

When these notifications are turned on, selected supplier users will receive emails to review when a new partner registers to access the partner portal.

To turn the notifications on:

1. Click   > Settings > System Messaging > Notifications.
2. Click the New Pending Partners row.
3. A list of all Administrator users associated with your Supplier account is presented. Activate the toggle next to each user you would like to receive the Pending Partner notifications.
4. Email notifications include relevant details and a link to the appropriate Unifyr One admin page to review the new pending partner registration.

New Deal Notifications

When these notifications are turned on, selected supplier users will receive emails when a partner submits a deal of a particular type to you for approval from the partner portal.

Note: the supplier default deal owner (if configured) will receive the notification too.

To turn the notifications on:

1. Click   > Settings > System Messaging > Notifications.
2. Click the Deal Registration row for the required deal type, or choose Deal Registration (All) to set the notification recipients for all deal types.

3. A list of Administrator and CAM users associated with your supplier account is presented. Activate the toggle next to each user you would like to receive the deal notifications. Click Save once all desired users have been added.

   Please note: when CAM filtering is enabled for a user, the CAM will only receive messages relevant to their specified partners.

4. Email notifications include relevant details and a link to the appropriate Unifyr One Admin page to review the deal.

Notes:

• Auto approval must be off for deals - only deals that need manual approval/rejection are included
• Deals imported from Salesforce aren't currently covered

Deal Account Request Notifications

When these notifications are turned on, selected supplier users will receive emails when a partner submits a request for a new customer account, as part of the deal registration process in the partner portal.

To turn the notifications on:

1. Click   > Settings > System Messaging > Notifications.
2. Click the Deal Accounts row.

3. A list of Administrator and CAM users associated with your supplier account is presented. Activate the toggle next to each user you would like to receive the account request notifications. Click Save once all desired users have been added.

   Please note: when CAM filtering is enabled for a user, the CAM will only receive messages relevant to their specified partners.

4. Email notifications include relevant details and a link to the appropriate Unifyr One Admin page to review and approve/reject the request.

Custom Object Submission Notifications

When these notifications are turned on, selected supplier users will receive emails when a partner creates a submission of a Custom Object (custom information type) in the partner portal.

If the Custom Object is set up so that submissions require supplier approval, the notification advises the recipient that the submission is awaiting their review.

To turn the notifications on:

1. Click   > Settings > System Messaging > Notifications.
2. Click the row for the required Custom Object, or choose Custom Object (All) to set the notification recipients for submissions of all Custom Objects.

3. A list of all Administrator and CAM users associated with your Supplier account is presented. Activate the toggle next to each user you would like to receive the submission notifications. Click Save once all desired users have been added.

   Please note: when CAM filtering is enabled for a user, the CAM will only receive messages relevant to their specified partners.

4. Email notifications include relevant details and a link to the appropriate Unifyr One Admin page to review the submission.

Notes:

• Notifications can be sent to users of role Administrator or Channel Account Manager.
• A notification is sent when a Custom Object is first submitted, not when it is updated, or approved/rejected.
• Notifications are not sent for submission of Custom Objects made in Unifyr One Admin (supplier created).

• The text of the email depends on whether the submission should be approved by you (if the original Custom Object has Require Approval set).

  If the submission needs approval:

  

  If the submission doesn't need approval:

  

Related Topics

• MDF Transactions
• Pending Partners
• Deal Registration
• About Accounts for Partner Deal Registration
• Custom Objects
• Custom Objects and Submissions