This section describes the process of creating notifications for email alerts and reminders. These notifications are essential for keeping users informed about important tasks and deadlines, even when they are not actively using the app. By leveraging email notifications for alerts and reminders, you can enhance communication, improve task management, and ensure that critical deadlines are met without hassle.

For example, notifications can remind contract managers about upcoming renewal deadlines. This helps them proactively engage with the relevant parties and initiate discussions well in advance to ensure a smooth renewal process.

To create a notification

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Admin Console > Notification Manager. A list of notifications appears.
  3. Click New Notification.

  4. Enter or select values for the following fields:

    FieldDescription
    Basic Information
    Notification NameEnter a name for the notification.
    Status

    Select the status (Active, Inactive, or Draft) of the notification.

    ChannelsSelect the channel for the notification. Currently, only the email channel is supported.
    ObjectSelect the object for which you want to create the notification.
    DescriptionEnter a description for the notification. When looking at a list of notifications, a meaningful description may help you remember their differences.
    Apply for the existing recordsEnable this toggle and add record filter condition criteria to send the notification to existing records.
    Conditions
    Conditions CriteriaClick the Generate Records Filter Criteria button and define the criteria and filter expression to send the notification to existing records.
    Triggers
    Evaluate Criteria On Trigger

    Enable this toggle to check criteria when the notification is triggered. This means the application only considers records that meet the trigger condition at the time the notification is triggered.

    Criteria

    Click the Generate Criteria button to define the criteria and filter expression. 

    On the Criteria popup,

    • Click the Add Criteria option to define the field, operator, and value. Once you have multiple criteria, you can include the logic in the Filter Expression section using the AND and OR operators.
    • Use the Delete icon to remove the individual criteria.
    • Use the Remove All link to remove all criteria.
    Frequency

    Select the frequency (one-time or recurring) from the list.

    • One Time: Select the On Date, Before Date, or After Date timeframe. For the Before and After Date timeframes, you must also set a Number value.
    • Recurring: Select the recurring frequency: Daily, Weekly, Monthly, or Yearly.

    For recurring frequency, you can also see the end date section option to set the end date for the notification.


    Date Selection
    • Select the Select a Field option to set the date based on the field available on the object.
    • Select the Calendar Date option to set the exact date and time.

    For recurring frequency, you must set the Begins and Ends date selection.

    The date format is determined by the user's short date format. If the user level format is not specified, the application uses the organization level short date format.


    Content and Recipients
    FromThis field auto-populates with the logged-in user's email ID.
    Recipient Type

    Select the recipient type as user, user group, and/or field.

    • User and User Group: You have the following two options:
      • Search and select the user and/or user group from the provided options.
      • Enter their email address directly into the "To" field.

      To include users in the Cc and Bcc fields, click on the "Cc" and "Bcc" links respectively.

    • Field: Select the object and corresponding field(s) to get recipient details. Only fields with a lookup relationship to the user, user group, or contact objects are visible in the Fields selection.

      The Owner field appears in the Field dropdown for all custom and out-of-the-box objects.


    Email Template

    Select an email template from the list.

    Once the email template is selected, the email subject and body automatically populate based on the selected template, and you won't be able to modify them. However, if you opt not to select a template, you can manually add the email subject and body.

    Email SubjectEnter the email subject line.