Notification Settings

Manage how CustomerIQ sends you notifications

CustomerIQ primarily notifies you when:

1. There is an action that needs approval

2. You have subscribed to a report or object that has changed

Our primary notification channels are email and Slack

Configure your notification settings

1. Go to Settings > Notifications

2. Select which channels you want notifications for

3. Select if you'd like immediate, batched, or daily notifications

Notification frequency definitions

• Immediate: get notified of proposed CRM updates as they are created by the object planne

• Batched: we will batch all proposed updates and deliver them to you at 9am, 1pm, and 4pm

• Daily: we will batch all proposed updates and deliver them you daily at 9am

Configure notifications in Slack

With Slack configured, you can adjust your notifications to arrive via Slack (recommended)

1. Go to Settings > Notifications

2. Select configure

3. Authenticate with Slack

Next time CustomerIQ goes to notify you, you'll see it in a personal DM from the CustomerIQ Slack bot.

Note: Only a Slack workspace admin can set up the initial connection between CustomerIQ and Slack. If you are not an admin, Slack will prompt you to share our application with the admin. After this is complete, you can configure Slack for your notifications.