Notifications

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Learn how to create a notifications overview to view information about notifications generated for customers in the Wise staff client.

The Notifications overview allows users to create queries of the Notifications file to view information about notifications. For example, a branch can use this feature to see how many hold request emails have been sent over a specific period of time or how many invoices have been printed.

Refer to the Notification types table when creating or reviewing notifications overviews.

To create this overview:

Go to Notification > Overviews > Notifications. The Notifications overview screen opens.

Provide overview information. Required fields are marked with an (*) asterisk.

FIeld	Description
Institution*	Select the institution for which to generate the overview
Branch(es)	Select the branch(es) for which to run the report. Use ctrl+click to choose more than one branch.
Message type	Select the message type(s) to include in the report. Use ctrl+click to select multiple message types. A - Alert B - Newsletters C - Fees D - Donations H - Reminders I - Return alerts M - Marketing N - Material cost bill P - Public notifications R - Holds T - Ticketing V - Branch messages
Notification type	Enter the notification code
Message status	Select the message status(es) to include in the report. Use ctrl+click to select multiple statuses. 0 - to be processed A - cancellation B - processed F - fail R - undeliverable (bounced)
Notification type	Select the notification format(s) to include in the report. all B - file D - digital F - Postal mail I - inbox L - list M - email P - push notification S - text message T - telephone V - branch messages X - XML
Notification date (up to and including)	Enter the period of time for which to create the report.
Type of overview*	Select the type of overview to generate: 0 - summary per type (includes only the totals) 1 - summary per branch and type (includes only the totals, by branch and type) 2 - detail (includes customer, title, type, date, and other information) Choose this option when creating a failed message report.
Include archive*	Indicate whether or not archive information is included in the report. 0 - No 1 - Yes

Click Create report. The report is generated in a new browser window.

The report displays the following information:

Type
Format
Status
Quantity

When Detail is selected for Type of overview, the report also includes:

Customer
ID
Title
Number
Format
Status
Reason
Date

Notifications error report

Often, notifications are sent without correct data for the customer. For example, an error in their email address, name and address, or notification preferences. In all of these cases, an employee must manually correct the customer's information. Customers with incorrect data are included in an error report during the nightly aggregation routine. This error report can be generated by selecting Message status F - Fail when running a Notifications report. We recommend you run this overview on a weekly basis.

Resend notifications

Notifications that were not successfully resent via the staff client can be resent as a mailed message. In most cases, these will be notifications for customers without a valid email address.

To resend a notification:

Go to Customers > Search customer and locate the customer to whom a notification will be resent.
In the Customer administration screen, go to Customers > Customer correspondence > select the message type that will be resent. When resending is possible, a message will appear in the Info column stating that no email address or no address information is available. A Select column also appears.
Check the Select box next to the message(s) you want to resend.
Click Resend at the bottom of the screen.

If a message has been processed and needs no longer treatment, click Handle instead of Resend. The message status will update to B - Processed.

Notifications can only be resent when delivery information is missing. This function cannot be used to resend bounced emails. For information regarding the bounced email workflow, see Email bounce setup and workflow.