Post Notification
The post Notification feature allows users to create custom post messages and tag users on the timeline to deliver these messages as notifications to tagged users.
Here’s how the Post Notification feature works:
Example 1: A single user is tagged with a common message.
For instance, Lenin, a sales manager, creates a custom post message directly from the timeline of a contact record using the post feature to notify Bob, a salesperson in his organization, to connect with a new contact over the phone simply by tagging him with the message:
Go to the entity record for which you have configured the post-notification feature.
Here we will go to Contact Record -> Timeline, click on the add “+” button, and select ‘Post’.
Tag the user you want to deliver the custom post message to.
Type the message and click ‘Add Post’ to deliver the message as a notification to your desired user.
Now the user you’ve tagged in the message will receive a post notification on the alert panel.
To see the post notification, login with that user which is mentioned in the post i.e. Bob Smith in our example.
Example 2: Multiple users are tagged with a custom post message.
Suppose, a sales manager wants multiple salespersons to connect with a contact in CRM to provide specialized knowledge and expertise on different aspects of the deal. With the post notification feature, he can create a custom post message and tag multiple CRM users directly from the timeline of a contact record to notify salespersons in his organization to connect with the contact.
Tag the users you want to deliver the custom post message to.
Type the message and click ‘Add Post’ to deliver the message as a notification to your desired users.
Now the users you’ve tagged in the message will receive a post notification on the alert panel.
To see the post notification, log in with the user who is mentioned in the post.
Example 3: Multiple users are tagged without a custom post message.
For example, Lenin, a sales manager, wants to send a reminder invitation message for the weekly sales meeting every Wednesday at 4 pm without typing the message each time. With the post-notification feature, he can set up a message in the workflow. He can then send this reminder to one or multiple users by tagging them on a record's timeline, eliminating the need to type a custom post message every week.
Tag the users you want to deliver the common message to via workflow.
Now click ‘Add Post’ to deliver the message text from the workflow as a notification to your desired users.
Now the users you’ve tagged in the message will receive a post notification on the alert panel.
To see the post notification, log in with the user who is mentioned in the post.
Note: Similarly, you can tag a single user without a custom post message and deliver a common message set up in the workflow as a post notification, saving you time typing a message every time.
Example 4: Multiple users are tagged with a custom post message, but a single user is tagged without a message.
For example, Lenin, a sales manager, wants two of his salespersons, Bob and Alice, to set up a client call. Hold Mery, a senior salesperson, responsible for getting the gist of the call from Bob and Alice. With the post notification feature, Lenin can tag Bob and Alice to send a custom post message regarding “setting up the call” and send a workflow message to Mery to get the gist of the call.
Navigate to the workflow that you had configured earlier (Post Notification Workflow), and set up the workflow message.
Go back to the record and tag the users you want to deliver the custom post message to and type the Message.
Now tag the user to whom you want to deliver the message that you have set up in the workflow.
Note: To type a custom post message, follow the pattern: "@username then message." If you type the message before "@username," then you won't receive the custom message notification in the alert panel. However, if you have already configured a workflow to deliver a common message, your users will receive the message you have set up in the workflow.
Now click ‘Add Post’ to deliver the custom post message and workflow message to your desired users.
Now the users you’ve tagged in the custom post message will receive notifications with the custom post message.
To see the post notification, log in with the user who is mentioned in the post.
Now the users you’ve tagged without the message will receive a notification on the alert panel with the workflow message.
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