How to :: manage notifications

Overview

With Toucan you can notify users by email or by webpush notifications.

Notifications are event based, which means when something specific happens on the app, a notification will be sent.

Notifications emails are setup by default at the platform level.

instance notifications

You can choose to customize your email for each application from the operation toolbar in your application. If a template is customized at the app level, it will overruled the platform template. Meaning your users will receive the customized template 😁

app notifications

There are 5 categories of email notifications :

Inform and perform

New Data Available : When you publish to production, let your users know something new is available to them!

Scheduled Task Failed : As an admin, you can setup notifications to know when a scheduled operation failed.

Share and Care

Annotate Email : When a user uses the annotate and share, the recipient will receive this email with the annotated story. The mail will be send in the sender preferred language.

Export Email : When a user decide to export a story, the home page or the executive summary, he/she will receive a mail with a screenshot attached. The mail will be send in the sender preferred language.

Users administration

This category is only available at the platform level.

Generate password : When an admin creates a user, a temporary password is required to create the user. After the account created, the user will receive an email to setup its own password. This template is used when a new user account is created on an application and the checkbox Send password generation email is checked

Reset password : Your user forgot its password? No worries, he/she will receive a mail to set a new one once he/she click on the reset password button.

Onboarding

Welcome : When you grant a user access to a new small app, and if the account has been activated by the user, he/she will receive a Welcome email to inform him/her of his/her access to a new app.

The user will receive as many Welcome emails as he/she has application access. If the user has not setup his/her password, the Welcome email will be on hold until the account is activated.

Custom

Use this section to create your very own email template.

Edit email template

Note

All emails will be sent in the platform default language. This default language can be set up from the instance_settings.cson file. More is coming about language and notifications. Stay tuned!

edit template

From the edition menu you can:

  • Edit the email in the correct language
  • Edit the template title
  • Edit the email object
  • Edit the email content
  • Add variables
  • Add images (platform assets or application assets)

If you edit a template email, it will be stamped in the notification menu with a blue dot. The email customized at the application level will overruled the platform template.

custom template

Note that you can also reset templates. At the app level, you can reset them to the platform’s default. And from the platform level, you can reset them to Toucan’s default.

reset-template

Create custom notification

Want to create a notification based on a data changes? Want to add more onboarding notification to increase user retention?

Create custom notification is possible in Toucan but required expert skills.

We’re here to help you. Contact us to let us know what you need 😄