Skip to content
English
Submit a Helpdesk Support Ticket Customer portal
  • There are no suggestions because the search field is empty.

Email Notifications in Optii

Email notifications can be used to alert relevant staff members about tasks that require attention

Email notifications enable real-time communication. Whether it's a special request or a maintenance issue, staff can be immediately informed of any changes or updates in the operations with Optii.

 

How to set up email notifications in Optii

To configure a new email notification, follow these steps:

  1. In the Optii platform, click Settings and Rules, then select the Notifications tab.
  2. Click Add Notification.

 

Screenshot 2023-12-13 at 12.04.49

 

  1. Enter a descriptive name for your new notification rule. For example: VIP Guest Request Email Notifications for Leadership Team or Maintenance Jobs On Hold 72 Hours Email Notifications.

 

Screenshot 2023-12-13 at 12.08.35

  1. Define the criteria that will trigger the notification by setting the following fields:
    • Job type: for example, Guest Request
    • Priority: for example, Highest
    • Department: for example, All Departments
    • Role: for example, All Roles
    • Action: for example, All Actions
    • Status: for example, All Statuses

 

Screenshot 2023-12-13 at 12.13.48

  1. Add the conditions and specify the recipients:
    • Assignment status: for example, Assigned and Unassigned
    • Delivery method: Email
    • Send time: for example, 2 minutes after the due time
    • Recipient role: for example, General Manager

 

Screenshot 2023-12-13 at 12.56.20

  1. Click Save to activate the notification rule.

Once saved, Optii will automatically send an email notification to the team members with the roles specified in your conditions every time a job meets the defined criteria.

Screenshot 2023-12-13 at 13.00.14

Want to learn more?

Visit the Optii Learning Center for helpful videos, tips, tricks,

and how-to guides. Have a question? Ask your Customer Success Manager or contact us via success@optiisolutions.com