Umai CRM Knowledge Base Notifications Notifications
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Notifications

Notifications

The section is used to send messages to clients and Leads. It allows you to inform about important events, remind about Payment, congratulate Students on their birthday, and notify about the absence of a Membership.

Different types of mailings are available inside the section. Some notifications are sent manually, others work automatically based on system data.


Access to the section

The section is located in the system sidebar menu. After opening it, a list of notification types is displayed.

Each subsection is responsible for a separate message type and has its own settings.


Notification subsections

The following types of mailings are available in the section:

Detailed descriptions of the settings and operation of each notification type are provided in the corresponding articles.

Important to consider

  • Messages are sent only to contacts with a filled phone number or email address.
  • Certain types of notifications are sent automatically based on system data.
  • The mailing history allows you to check which messages have already been sent to clients.


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