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Notifications

How to choose which notifications you get (email, browser, phone)

In Settings › My Profile › Notifications, pick for each alert type (conversations, tasks, appointments, reviews) the channels you want it on, such as in-app, browser, email, mobile or SMS, then save.

Updated on

Before you start

  • Preferences are personal: what you change only affects your user. Each teammate sets up their own.
  • You only get alerts for accounts you can access. If your user can only see assigned data, you won't get alerts for contacts that aren't assigned to you.
  • To get browser notifications, your browser must allow notifications from Elooo System.
Where to find it

Settings › My Profile › Notifications

Step by step

Choose alerts and channels

  1. In the left menu, open Settings and click My Profile.
  2. In the profile's left-hand menu, click Notifications.
  3. Go through the categories: conversations and assigned messages, tasks and reminders, daily summaries of due or overdue tasks, appointments and calendar, reviews.
  4. For each alert, turn on the channels you want:
    • In-App: shows in the Elooo System bell while you work.
    • Desktop: a browser or desktop app notification.
    • Email: sent to your user's email address.
    • Mobile: a push notification in the mobile app.
    • SMS: sent to the phone number in your profile (when available).
  5. Turn off alerts you don't need to cut down the noise.
  6. Click Save.

Useful conversation alerts

  1. Notify when a conversation gets assigned to me: tells you when a conversation becomes yours.
  2. Notify for new messages on a conversation I am assigned to: tells you each time the customer replies.
  3. Notify for all new conversations & messages: tells you about everything that comes in (handy for whoever triages).
  4. Notify when I am mentioned: tells you when a teammate mentions you in a conversation.

Allow browser notifications

  1. With Elooo System open, click the padlock icon next to the address in your browser bar.
  2. Under Notifications, choose Allow.
  3. Reload the page.

Tips

  • Clicking an in-app notification takes you straight to the related conversation, task or appointment.
  • From the notification bell you can mark all as read or clear the list. Cleared notifications can't be restored.
  • Website live chat uses the same preferences as conversations; there are no separate settings.

Common problems

  • I get the same notification twice → Two rules apply to the same message (for example, "assigned conversation" and "new message"). Turn one off and save.
  • I don't get notifications for some contacts → Your user is limited to assigned data or doesn't have access to that account. Ask your admin to review your permissions in Settings › My Staff.
  • No browser notifications appear → Your browser is blocking them. Allow notifications for Elooo System from the padlock in the address bar and check that the Desktop channel is on.
  • Notification emails don't arrive → Check your spam folder and make sure the Email channel is on for that alert.

Frequently asked questions

Does changing my notifications affect my teammates?

No. Preferences belong to each user.

What language are notifications sent in?

In the user's chosen platform language, whenever a translation is available.

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