Set Up Service Outreach Notifications

Configure automated notifications to keep communication clear and timely for your services.

How to Configure Outreach Notifications for Services

The video demonstrates how an admin can set up outreach notifications for services within the system.

It begins with the user opening the notification settings area, where a list of existing outreach notification rules is shown. This overview allows the user to review current notification setups and manage previously created configurations. From there, the user selects the option to create or edit a notification rule, opening the notification setup form.

The form displays several configurable fields and options used to define how service-related notifications should work. The user moves through different settings that appear to control when notifications are triggered, which service conditions they apply to, and how the notification logic is structured. The layout is organised in sections, helping the user build the setup step by step.

As the video continues, the user interacts with multiple dropdowns, toggles, and input fields that appear to be related to notification timing, service selection, and message conditions. The interface suggests that admins can customise how outreach notifications are applied based on specific service scenarios or workflow requirements. This helps ensure that relevant communications are triggered at the right time.

The video also shows how the setup can be refined further by adjusting additional rule settings and reviewing the overall notification configuration before saving. The structure of the form makes it easier to manage more advanced notification rules without unnecessary complexity.

Overall, the video highlights how administrators can create and manage outreach notifications for services using a central configuration screen. It shows how to define notification rules, customise service-based triggers, and automate communication workflows more efficiently within the platform.