Objective
Set up in-application, desktop, and email notifications for various Outreach activities and communications in your Outreach Personal settings. This includes receiving general Outreach email communications.
Applies To
- Outreach users
Procedure
Access Notifications Options
- Access the Outreach Platform.
- Click the user's initials in the bottom left-corner of the navigation sidebar.
- Click Personal Settings.
- Under General, click on Notifications.
- Review the options in each section, and check or uncheck boxes as applicable.
Desktop notifications
- Enable desktop notifications - Check this box and click the label Click here to enable desktop notifications to set up Outreach activity notifications via your browser.
- Don't get notified when opening your own emails - Do not receive a notification when you open emails you yourself have sent.
Task notifications
Checking these boxes will allow task progress to trigger notifications via the respective modes.
- Enable desktop urgent task notifications
- Enable in-app urgent task notifications
Email Notifications
These options allow you to manage being notified about email-related activity and issues.
- Meeting updates
- Somebody other than the recipient responding to an email
- New voicemails
- Mailbox and calendar sync errors
- Plugin related errors
- Bounce limits
- Enable Outreach engagement emails - Check this to receive general email communications about Outreach news, releases, updates, events, announcements, etc.
Digest emails
Checking these boxes sends a regularly scheduled email with personalized data and insights.
- Send a daily digest email of tasks and stats
- Send a weekly email with stats and a leaderboard of your reports