Pop-Up Notifications

Brokers will have access to a comprehensive view of all pop-up notification records sent to clients. The following information will be available for viewing:

1. Title: This field displays the subject line of the pop-up notification, providing a brief summary of its content.

2. Create Time: This field displays the timestamp when the pop-up notification was initially created.

3. Creator: This field identifies the user who created the pop-up notification.

4. Status: This field reflects the current status of the pop-up notification.

5. Send Time: This field shows the timestamp when the pop-up notification was sent out to the recipient(s).

Brokers can perform the following functions:

User Roles and Permission Dropdown List

1. Brokers have the flexibility to customize pop-up notification permission rights for backoffice users. The permissions can be tailored to allow some users to view all company rights, while others can only access pop-up notifications created by themselves or their team (please refer to this section for more details: Role Management).

2. Brokers can select different categories to filter and view specific pop-up notification:

   • View Yourself: Shows pop-up notifications created by the user only.

   • Direct Downlines: Displays pop-up notifications created by the user's direct team members.

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

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

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

3. Brokers can filter by clicking the dropdown list.

   

Status Filter

1. Brokers also have the option to filter pop-up notifications based on their status. The following status options are available:

   • Draft: Represents pop-up notifications that are in the process of being composed or edited but have not been sent yet.

   • Sent: Represents pop-up notifications that have been successfully delivered to all intended recipients.

   • Revoke: Represents pop-up notifications that have been revoked.

2. Brokers can filter via status by clicking onto the dropdown list here:

   

Batch Delete Pop-Up Notifications

1. Brokers are able to batch delete pop-up notification records.

2. You can only delete pop-up notifications that are created by you.

3. Select the pop-up notifications and click "Delete".

   
4. A popup notice will appear. Click "Confirm" if you wish to proceed.

5. The pop-up notification records will be deleted.

Preview Pop-Up Notifications

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

   
2. The pop-up notification will appear for brokers to review.

   

Edit Pop-Up Notifications

1. Brokers can edit pop-up notification drafts by clicking onto the "Edit" icon. You can only edit pop-up notification drafts created by you.

   
2. Brokers can amend the pop-up notification before clicking "Send". Please refer to this section for more details on generating pop-up notification content for clients: Send Pop-Up Notifications.

   

Duplicate Pop-Up Notifications

1. Brokers have the ability to duplicate previously sent pop-up notification content, providing a convenient feature for sending recurring pop-up notifications to clients. To duplicate pop-up notifications, click onto the "Duplicate" icon.

   
2. Brokers can amend the pop-up notification content before clicking "Send". Please refer to Section 10.2.1 for more details on generating pop-up notification content for clients.

   

View & Read Status

1. Brokers will be able to see the view & read status of all recipients by clicking onto the "View" icon.

   
2. You will be able to see the statuses for all recipients.

   
3. You will also be able to do the following:

   • Filter via Read Status

     
   • Search for Specific Recipients

     
   • Refresh Data