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Welcome to Telgoo5 Support

Step-by-Step Instructions for Adding Plan Specific Email Notifications

Step-by-Step Instructions for Adding Email Notifications

Step 1: Access the Notification Settings

  1. Log in to Your Telgoo5 Account

    • Open your web browser and navigate to the Telgoo5 login page.
    • Enter your credentials to log in.

  2. Navigate to the Notifications Section

    • From the dashboard, locate the Notification section (PC677) in the left panel.
    • Scroll down to find various options available under Notifications.

 

Step 2: Add a New Email Notification Template

  1. Click on 'Add New E-Mail Notification' (PC668)
    • In the Notifications section, click on Add New E-Mail Notification (PC668) to begin creating a new notification template.

Step 3: Configure Notification Details

  1. Select Notification Type

    • Choose the type of notification you wish to create from the dropdown menu (e.g., Activation Reminder).

  2. Fill in 'From' Details

    • From Name: Enter the name that will appear in the sender field.
    • From Email Address: Provide the email address used to send the notification.
    • Reply To: Optionally, enter an email address for replies.

  3. Set Reminder Details

    • Reminder Delay: Specify the delay for the reminder (e.g., 1 day, 3 days).

Step 4: Specify Recipients

  1. Select Carrier

    • Use the dropdown menu under Select Carrier to choose the carrier for the notification. You can select All Carriers or a specific one.

  2. Select State

    • Choose the state relevant to the notification from the Select State dropdown.

  3. Select Plan

    • In the Select Plan dropdown, select the specific plan for which you are setting up the notification. You can choose All Plans or a specific plan. Or you can select particular plan/plans for the notification. If you are creating the notification for a particular plan you can create duplicate notification same way for different plans.

 

Step 5: Compose the Notification Content

  1. Email Subject

    • Enter the subject line of the email notification in the Email Subject (in English) field.

  2. Email Body

    • Compose the message in the email body section below. You can include variables like $ACCOUNTNO$, $FIRST_NAME$, etc., for personalization.

Step 6: Save the Notification

  1. Review Your Settings

    • Double-check all entered information for accuracy.

  2. Click 'Save'

    • Once satisfied with the settings, click the Save button to create the notification template.