You can create an Automation within a specific project.
This means that when the Criteria of that Automation are met for one of the contacts in that project, an In-App Alert will be sent to the people described in the Automation.
Steps
Select Create in the top menu
Select
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Automation
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You arrive on the Create
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an Automation page
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Select which project this
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Automation should operate across
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In Automation criteria select the conditions that need to be met to trigger the alert - you can select from
Contact Form fields
Survey fields
Productivity trackers, e.g. the number of updates that a contact has been tagged in
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In Automation actionsselect the type of automation that needs to be created
In app alerts
Message
Survey
In the In app alerts select the recipients of the
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automation. You can choose a specific group of users or enter the names of individual users
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Add the Alert Message which will accompany the alert (Note: Alert messages are limited to 40 characters)
Describe the action you want people to do when they receive the Alert
Add Escalation option, i.e. to alert more senior staff if the Alert is not resolved within a specific timeframe
Press save
You arrive on the Manage Alert Triggers page
Similarly, there is another option for Messages where you need to first turn on the SMS messaging and then turn on Email messaging from the control panel >> account >> preference and then the automation will allow you to send SMS and Email to the user.