Not every recipient wants to be notified the same way. Some prefer a text message, others an email, and some want both. The standard notification settings apply to all recipients by default, but you can change the channels for an individual recipient whenever a different preference is requested. This allows you to accommodate requests such as email only or SMS only, while every other recipient continues to follow the standard settings.
This change can be made from either the web platform or the mobile app, and the steps for each are outlined below. For the complete illustrated guide, see How to Manage a Recipient’s Notification Channels.
On the web platform
Select
Recipientsfrom the main navigation menu, find the recipient, and clickOpen.Turn off
Defer to template level notification channel configuration, which is on by default.Under
Enabled Channels, select the channels you want (Email,SMS, or both).
On the mobile app
Tap
Manage, thenRecipients, and tap the recipient’s name.Tap the
editicon on the bottom right.Scroll down and turn off
Use Account Defaults, which is on by default.Select the channels you want (
Email,SMS, or both), then tapSave.
SMS notification is a paid feature under specific plans. To activate this service, please contact us. Email notifications are included by default.
Need more help?
If you have any questions or run into issues managing notification channels, please reach out to our support team here for assistance!