Pop-Up Notifications

1. Overview

You can access a comprehensive view of all pop-up notifications sent to clients. For each notification, the following details are available:

• Title: Shows the notification's subject line, providing a brief summary of its content.

• Create Time: Timestamp of when the notification was created.

• Creator: The user who created the notification.

• Status: Indicates the current status of the notification (e.g., sent, pending).

• Send Time: Timestamp of when the notification was actually sent to the recipient(s).

2. Functions

You can also perform the following functions:

Permissions Dropdown List

1. You have the flexibility to customize pop-up notification permission rights for backoffice users. Permissions can be tailored so that some users view all company emails, while others only access emails created by themselves or their team: Role Management

2. You can select different categories to filter and view specific pop-up notifications:

   • View Own Data: Shows only pop-up notifications you created.

   • Direct Downlines: Displays pop-up notifications created by your direct team members.

   • All Downlines: Displays pop-up notifications created by both your direct and indirect team members.

   • Same Role: Shows pop-up notifications created by other backoffice users with the same role as you.

   • Company Wide: Shows pop-up notifications created by any member of the company.

3. To apply a filter, select the desired option from the dropdown list.

   

Status Filter

1. You can also filter notifications based on their status. The available options are:

   • Draft: Pop-up notifications that are being composed or edited but not yet sent.

   • Sent: Pop-up notifications that were successfully sent to all recipients.

   • Revoke: Pop-up notifications that were previously sent but revoked.

2. To filter by status, select the desired option from the dropdown list.

   

Preview Pop-Up

1. You can preview the pop-up notification by clicking the "Preview" icon.

   
2. The pop-up notification will be displayed.

3. Click "Learn More" to view the full details.

   

Edit Pop-Up Notifications

1. You can edit pop-up notification by clicking the "Edit" icon.

2. Only pop-up notifications in the "Draft" status can be edited.

3. You can only edit email drafts created by you.

4. For drafts not created by you, the "Edit" icon will not be available.

   
5. Make changes to the content and click "Send" when ready. For more details, see this section: Send Pop-Up Notifications

   

Duplicate Pop-Up Notifications

1. You can duplicate previously sent pop-up notifications to conveniently resend similar content to clients.

2. Click the "Duplicate" icon to create a copy of the email.

3. The Duplicate function is not available for your own draft emails. However, you can duplicate drafts created by other users.

   
4. After duplicating, you can amend the content before clicking "Send". For more details on composing content, see this section: Send Pop-Up Notifications

   

Revoke Pop-Up Notifications

1. You can revoke popup notifications that have already been sent, if you need to make changes or corrections.

2. Click the “Revoke” icon.

3. Only notifications with the status “Sent” can be revoked.

   
4. A confirmation message will appear, informing you that revoking will delete the notification from your clients’ view. Click “Confirm” to proceed.

5. For more information regarding revocation policies, refer to: 3. Revocation Policies

View Status Details

1. You can check the sent and read status of all recipients by clicking the “View” icon.

   
2. This function is applicable to pop-up notifications with the "Sent" or "Revoke" status only.

3. You will be able to:

   • See the status of all recipients

     
   • Filter by read/unread status

   • Search for specific recipients

   • Refresh the data to view the latest status

     

Batch Delete Pop-Up Notification

1. You can batch delete pop-up notification records.

2. You can only delete notifications you created, and the "Delete" button is available only when viewing the "View Own Data" report.

3. Select the pop-up notifications you want to delete and click "Delete" icon.

   

1. A confirmation popup will appear. Click "Confirm" to proceed.

2. The selected records will then be deleted.

3. Revocation Policies

1. Pop-up notifications can only be reversed within 2 hours after it is sent out.

2. Reversed notifications can be previewed, duplicated or deleted.

3. Different scenarios during reversal of pop-up notifications:

	Client Status	Client Status	Client Status
Logged In	No	Yes	Yes
Viewed Pop-up Notification	No	No	Yes
Outcome	No Pop-Up Notification shown upon logging in. No records shown on notification page.	Pop-Up Notification will disappear upon refreshing the page. Clicking “Learn More” will display an error message informing client that the message has been reversed. No records shown on notification page.	Upon closing the Pop-Up notification and refreshing the page, the notification record will no longer be displayed. Upon closing the Pop-Up notification and clicking it again, an error message will display informing client that the message has been reversed.