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The Notify module empowers brokers to communicate with clients through the CRM by sending out notifications. Brokers have the flexibility to choose between email notifications or pop-up notifications to reach their clients effectively. This feature enhances communication channels, enabling brokers to provide timely updates, important announcements, or relevant information to their clients, ensuring a seamless and efficient communication process.
Brokers will be able to switch between Email and Popup notifications via the side bar.
To generate an email using the Simple Method - HTML Code, follow the steps below:
Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the email subject.
Click onto the "HTML Code" icon.
Fill in the HTML Code.
Click "Preview" to preview the email.
Click "Send".
To generate an email using the Simple Method - Email Design Templates, brokers will need to install the pre-built email design templates via CRM marketplace.
To install the email design templates from CRM marketplace, follow the steps below:
Navigate to CRM Marketplace.
There are various email design templates available:
Modern
Geometric
Minimalist
Vivid
Formal
Search for the preferred email design and click "Obtain".
Brokers will be redirected to a dedicated details page that offers comprehensive information about the email design template.
Click "Obtain" to proceed with the installation.
Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the email subject.
Select the preferred email design template and the template will immediately be applied to the email content.
Amend the email content.
Click "Preview" to preview the email.
Click "Send".
Brokers can amend the email design template by selecting a different email template.
Upon confirmation, the email template will reflect accordingly. Brokers can then amend the email content before sending it out to their clients.
Brokers can remove email design templates, by clicking "Remove Template".
Brokers will be notified that upon applying an email design template, the existing email content will be cleared and replaced. Click "Confirm" to proceed.
Brokers will be notified that removing the template will clear the email content completely. Click "Confirm" to proceed.
To send out a new email notification, brokers will need to click "Send Email".
Brokers have several methods available to draft email content:
Simple Method:
Manual Entry: Brokers can manually input the email content and send it to clients without any specific design elements.
HTML Code: Brokers can create email content and design by using HTML code, allowing for greater customization and visual appeal.
Email Design Templates: Brokers can use pre-designed email templates to enhance the visual appeal of their emails, incorporating professional layouts and styles effortlessly.
Advanced AI Editor: Brokers can leverage an advanced AI editor to generate email content. This sophisticated tool utilizes artificial intelligence capabilities to assist in creating compelling email messages. It can provide suggestions, optimize language, and enhance overall communication effectiveness.
To generate an email using the Simple Method - Manual Entry way, follow the steps below:
Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the email subject.
Fill in the email content and adjust the formatting accordingly using the top bar.
Click "Preview" to preview the email.
Click "Send".
Brokers can view past email notification records by clicking onto "Historical Data".
Historical email notification records will be displayed. Brokers will be able to:
Filter via user roles and permissions
Filter via status
Search via recipient and sender
Refresh data
To send out a new pop-up notification, brokers will need to click "Create Popup".
Brokers have several methods available to draft pop-up notification content:
Simple Method:
Manual Entry: Brokers can manually input the pop-up notification content and send it to clients without any specific design elements.
HTML Code: Brokers can create pop-up notification content and design by using HTML code, allowing for greater customization and visual appeal.
Advanced AI Editor: Brokers can leverage an advanced AI editor to generate pop-up notification content. This sophisticated tool utilizes artificial intelligence capabilities to assist in creating compelling pop-up notification messages. It can provide suggestions, optimize language, and enhance overall communication effectiveness.
Brokers will have access to a comprehensive view of all email notification records sent to clients. The following information will be available for viewing:
Recipient - This field identifies the specific recipient or recipients of the email notification.
Subject: This field displays the subject line of the email, providing a brief summary of its content.
Sender: This field indicates the email address from which the notification was sent.
Status: This field reflects the current status of the email notification.
Create Time: This field displays the timestamp when the email notification was initially created.
Creator: This field identifies the user who created the email notification.
Send Time: This field shows the timestamp when the email was sent out to the recipient(s).
Brokers can perform the following functions:
Leverage the AI Editor, brokers can seamlessly install it from the CRM marketplace. This powerful application is specifically tailored to assist brokers in crafting visually captivating email templates. With the aid of the AI-powered editor, brokers can effortlessly launch campaigns and promotional materials and enriching their emails. The AI Editor unlocks limitless creative possibilities, empowering brokers to deliver impactful communications with utmost convenience.
Install the AI Editor on your CRM by following the steps below:
Navigate to CRM Marketplace.
Search for AI Editor and click "Obtain".
You will be redirected to a page providing you with a brief background on the AI Editor. Click "Obtain" to proceed with the installation.
Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the email subject.
Navigate to "Advanced" to start using the AI editor.
Various tools are available:
Content
Blocks
Body
Simply drag them into the content and amend accordingly.
Please see the detailed breakdown of the AI Editor below:
You can also adjust the formatting and style of your content to be optimized for mobile.
Simply click onto the "Mobile" icon and you will preview your content from a mobile device perspective. Make the necessary adjustments to the layout and style of the content.
Brokers can view past pop-up notification records by clicking onto "Historical Data".
Historical pop-up notification records will be displayed. Brokers will be able to:
Filter via user roles and permissions
Filter via status
To generate a pop-up notification using the Simple Method - HTML Code, follow the steps below:
Select the recipient(s) of the pop-up notification. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the pop-up notification title.
Click onto the "HTML Code" icon.
Fill in the HTML Code.
Click "Preview" to preview the pop-up notification.
Click "Send".
Brokers have the capability to reverse pop-up notifications sent to clients, providing the opportunity to recall and rectify any inaccurate information. This valuable feature ensures that brokers can promptly address any unintended errors and maintain the highest level of accuracy and professionalism in their client communications.
To revoke a pop-up notification, follow the steps below:
Click onto the "Revoke" icon.
A popup notice will appear. Click "Confirm" to proceed.
The status of the pop-up notification will reflect "Revoke".
Reversal Policies:
Pop-up notifications can only be reversed within 2 hours after it is sent out.
Reversed notifications can be previewed, copied or deleted.
Different scenarios during reversal of pop-up notifications:
To generate a pop-up notification using the Simple Method - Manual Entry way, follow the steps below:
Select the recipient(s) of the pop-up notification. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the pop-up notification title.
Fill in the pop-up notification content and adjust the formatting accordingly using the top bar.
Click "Preview" to preview the pop-up notification.
Click "Send".
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:
Title: This field displays the subject line of the pop-up notification, providing a brief summary of its content.
Create Time: This field displays the timestamp when the pop-up notification was initially created.
Creator: This field identifies the user who created the pop-up notification.
Status: This field reflects the current status of the pop-up notification.
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:
A popup notice will appear. Click "Confirm" if you wish to proceed.
Similarly, you can use the AI to generate content by clicking "Smart Text".
Select your preferred Smart Text function.
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: .
Brokers can amend the pop-up notification content before clicking "Send". Please refer to for more details on generating pop-up notification content for clients.
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.
Leverage the AI Editor, brokers can seamlessly install it from the CRM marketplace. This powerful application is specifically tailored to assist brokers in crafting visually captivating pop-upnotification templates. With the aid of the AI-powered editor, brokers can effortlessly launch campaigns and promotional materials and enriching their pop-up notifications. The AI Editor unlocks limitless creative possibilities, empowering brokers to deliver impactful communications with utmost convenience.
Install the AI Editor on your CRM by following the steps below:
Navigate to CRM Marketplace.
Search for AI Editor and click "Obtain".
You will be redirected to a page providing you with a brief background on the AI Editor. Click "Obtain" to proceed with the installation.
Select the recipient(s) of the pop-up notification. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the pop-up notification title.
Navigate to "Advanced" to start using the AI editor.
Various tools are available:
Content
Blocks
Body
Simply drag them into the content and amend accordingly.
Please see the detailed breakdown of the AI Editor below:
You can also adjust the formatting and style of your content to be optimized for mobile.
Simply click onto the "Mobile" icon and you will preview your content from a mobile device perspective. Make the necessary adjustments to the layout and style of the content.
Similarly, you can use the AI to generate content by clicking "Smart Text".
Select your preferred Smart Text function.
