Messages, Email, SMS Notifications

Messaging system & Notes

• How to use the Messaging system
• How to add a Notes to an application or checklist Step?
• How to get contacted by end clients

Email Notifications

• How to send email notifications
• Can I bulk send notifications to end-users?
• How to set up custom sender's email (SMTP)
• How to disable the invitation notification when creating an application
• How to troubleshoot custom sender's email (SMTP)
• How to fix email bounces and rejections (SMTP)

SMS Notifications

• How to send SMS notifications to your contacts (Twilio)
• How to change Notifications sender's name
• Which number sends the SMS notifications?
• SMS notifications: what happens when end-users reply to them

Admin Notifications

• How to define admin notifications preferences & cc' team members