Add, edit, or remove a notification

For more information, see Notifications.

Add a notification

Go to Notifications.
Click Add.
Enter values for the fields on the Settings tab.
Enable
Turn off to stop this notification from being processed during enforcement.
Use Raw HTML Template
Edit the email's raw HTML in the Message tab, instead of using the WYSIWYG editor. Internet Explorer users must use this option.
Name
The display name of the notification. Only seen by HelloID administrators.
Event
Which of the Notification events that this notification will be sent for.
System
Which of your Target systems that this notification will be sent for. Some notification types such as Evaluation Summary aren't tied to a specific target system. Not displayed if the selected event is system-independent.
From
The email address from which notification emails are sent. Can be a static username coupled with a domain selected from the dropdown menu, or a notification variable using double curly braces (see Notifications variable reference).
Important
If you use a variable, ensure that the domain is one of the verified domains listed in the dropdown menu. The value is not checked until emails are sent, at which time unverified domains will fail.
See Configure a custom 'from' address for emails to verify new domains.
To
The address to which notification emails will be sent. Can be a notification variable using double curly braces, such as {{Person.Contact.Personal.Email}}, or a value pulled using the Account Data From Other Systems or Manager Account Data options. See Notifications variable reference.
Tip
To send to multiple email addresses, separate the addresses with semicolon characters (;).
CC
Click More Options to show this field. Works the same as the To field.
BCC
Click More Options to show this field. Works the same as the To field.
Subject
The subject of the email. Can combine both static text and notification variables using double curly braces such as A new account has been created for {{Person.DisplayName}}, or a value pulled using the Account Data From Other Systems or Manager Account Data options. See Notifications variable reference.
Account Data From Other Systems
If the target system selected as this notification's System has access to other target systems via the Share account fields between target systems feature, those systems are listed here. To use shared fields in the notification body, see Access shared target account fields.
Manager Account Data
This feature lets you access shared fields in the notification body from a target account in a different target system of the current person's manager (see Managers). As with the Account Data From Other Systems feature, only fields shared via the Share account fields between target systems feature are available. To get started, see Access shared manager account fields.
Click Save.
Proceed according to the setting of the Use Raw HTML Template toggle:
1. Disabled: Go to the Message tab, and customize the notification using the WYSIWYG editor.
2. Enabled: Go to the HTML (Raw) tab, and customize the notification's raw HTML code.
Click Save.