Email, system notification, and SMS

Selection of channels, templates, and recipient contact details.

Last updated 13 days ago

Email uses the email template for the selected module. If the template list is empty, create or activate a custom template for that module and language in the Email templates section. Before enabling it, check the subject line, body text, variables, and recipient's email address.

System notification appears in Hanna team member. Enter the notification text. For some modules, the form suggests a variable—such as the Task title, invoice number, or Lead name. Copy the suggested variable exactly as shown.

SMS appears only in accounts with a supported SMS integration enabled. Select an SMS template and a recipient with a valid phone number. If you do not see the SMS option, the administrator needs to check the Tele2 or Twilio integration.

Selecting a channel does not change the selection date, but it does alter the required recipient data. Email requires an address, SMS requires a phone number, and the system notification is intended for the team member account.

Saving the rule does not confirm that the recipient has received the message. Check the result in the Message history; in the event of an email or SMS failure, check the integration logs as well.

Was this helpful?

Still need help? Ask the team