This section describes creating notifications for email alerts and reminders. 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 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.
    Initial Notification SendEnable this toggle and add conditions 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
    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 more than one 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, or Field.

    • User or User Group: You can either search for and choose the user, user group, and enter their email address directly into the To field. To add users to the Cc and Bcc fields, click the Cc and Bcc links.
    • Field: Select the object and field to get recipient details. Only fields with a lookup relationship to the user, user group, or contact objects are visible in the Fields selection.
    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.
    Email BodyEnter the email body if you want to create your email body.
  5. Click Save.