Alerts
After publishing an alert, you can modify the alert in the following ways:
You can edit a published alert, where you modify the same alert, retaining its original ID. However, you can only edit an alert within an hour of its publication; after which you can only update it.
You can update a published alert, which causes the original alert to expire and creates a new one. Consequently, the new alert will have a different alert ID.
To ensure that members receive email notifications for alerts, follow these best practices for configuring email notification settings for alerts:
Configure the required preferences for email notifications in Administration > Configuration > Email Alerts.
Enable the Global Email Alert configuration in Configuration > Alerts. This setting ensures that the email notification option is selected by default while creating an alert.
Avoid enabling the option that allows members to unsubscribe from email notifications in Configuration > Email Alerts. Keep in mind that certain emails, such as invites, OTPs, and password reset emails, cannot be unsubscribed from. It's advisable to enable this option only when necessary.
To ensure that members always receive email notifications when you publish alerts, follow these best practices:
Ensure you add the correct recipient groups when publishing alerts. If you include a distribution list (DL) as part of the recipient group, there's a chance that recipients may receive multiple email notifications. To know more about adding recipients for an alert, see Add Recipients to the Alert.
Select the Send Push Notifications option to ensure that notifications are enabled for the alert.
Ensure to configure the right preferences to send email alert notifications while creating alerts. You can configure push notifications only if you choose a recipient group or individual recipients for the alert. You can also configure individual email notification preferences for recipient groups. For more information, see Add Recipients to the Alert.
Yes, you can remove the default image in the alert in Administration > Configuration > Alerts. Turn on the Don't Show Images toggle. By default, this toggle is turned off.
When CSV files with special characters are exported, they may be displayed incorrectly in Microsoft Excel. Use the Text Import Wizard to set the file origin as Unicode (UTF-8) and Comma as the delimiter. For more information, see Text Import Wizard.
Text visibility in the Analyst and Member Portal might be affected due to the following reasons:
When you copy and paste text from other sources while creating an alert.
When you use automated publishing of alerts from external sources such as partners, third-party providers, open API, and more.
Differences in styling between the source and the editor in Collaborate, or inline CSS styling of the source, may cause the original text not to transfer accurately, leading to visibility issues.
To maintain text visibility and prevent formatting issues when pasting in the Collaborate editor, consider using the keyboard shortcut Ctrl+Shift+V (Cmd+Shift+V for Mac) instead of Ctrl+V (Cmd+V for Mac).
In the case of automated publishing of alerts, make sure that the inline CSS styling of the source is adjusted to utilize colors other than black, white, and similar shades. This ensures text visibility in both light and dark modes in the Member Portal.
While scheduling an event, select the time zone, event date, and time. If the event date falls within daylight saving time, the timings will adjust automatically. You can verify this in the Preview and Publish section to ensure the timing is set correctly based on the selected time zone.
In the Member Portal events calendar, members see event timings adjusted to their local time zones, making it easy for them to know when the event will happen in their region. However, for consistency and accuracy, the email alert for events displays the event timing based on the time zone you select while scheduling the event. This ensures all recipients receive the same reference time in the email, regardless of their location.
When you create an alert using a template or copy an alert where email push notifications were enabled, the notifications might not be selected in the new alert if the Global Email Alert toggle is turned off in Configurations. This setting overrides the push notification preferences set in the template or original alert. To ensure email push notifications are enabled for alerts created from templates or copied alerts, turn on the Global Email Alert toggle in Administration > Configurations > Alerts.
Until CSAP v3.8.1, any alert attachments when posted to CTIX, will be displayed as artifacts. But from CSAP v3.8.2 onwards, the alert attachments will appear as an s3 URL in CTIX.
Email notifications are driven by two factors:
Alert Configuration by the Analyst: The analyst determines which recipient groups should receive emails while creating or updating the alert.
Member Profile Subscriptions: Members can override the analyst settings by enabling subscriptions for specific alert categories in their Profile Settings. If a member subscribes to an alert category, they receive emails for any alerts in that category, regardless of the analyst's selections.