System Messaging

The System Messaging area of Unifyr Admin allows Administrator users to manage these types of configuration:

• Custom templates for these types of standard Unifyr system notification:

  • Welcome emails to partners registering for portal access
  • Welcome emails for users added to second and subsequent partner accounts, under the Multi-Partner Users feature (if enabled). For more information, see About Multi-Partner Users.
  • Notifications for partners receiving distributed leads
  • Notification for partners registering leads

  For information, see About Custom Email Notification Templates.

• The template for confirmation sent when a partner registers for a partner event

  For information, see Customizing the Registration Confirmation Email Template for Partner Events.

• Automations - simple workflows that support the sending of custom emails when triggered by a specified event

  For information, see About Automations.

• Custom emails sent from an automated email workflow (Automation)

  For information, see Creating a Template for Automation/Reminder Emails.

• Recipients of some standard Unifyr system notifications - for new and updated MDF transactions, deal registrations, pending partner registrations, and submissions of custom information you request from your partners (managed via Custom Objects).

  For information, see Supplier Notifications.

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