How to get notified using Update Notifications in Follow Ups Activity?

Updated on June 18, 2020 05:13AM by Admin

  • In the My Follow Up activity, select Settings from the App Header.
App Header

  • Go to the Settings tab → Notifications → Update Notifications → Create.
Settings Page

  • You will be navigated to the Create Notification Page.
  • Enter the values for the fields mentioned in the Create Notification Page.

Name: Add a name for the notification.

Description: Give brief information on the notification.

Basic Information

From Address: My Follow Ups provides two types of “From Addresses”:

    • Static: Enables you to enter a default email address.
    • Dynamic: Allows you to choose the email address from the list of employees or teams.
Static Address

  • Here, I have chosen a static email address.
  • To configure custom notifications, it is important to define three fields:
    • Criteria
    • Message
    • Recipients


  • The criteria field determines the condition when the notification has to be sent.
  • You can determine whether the notification is for the “New” or “Old” set of attributes.
  • Now. Choose an attribute from the “Insert Attribute” dropdown. You can also add more than one attribute by selecting ”Add Condition”.
  • Here, the criteria are set to send a notification when the Follow Up Date is Current Day.


  • Add a subject and detailed description of the message that is to be conveyed to the recipients in the Message field.

  • You can customize your message using the Widgets and Attributes provided by Apptivo.


  • The Recipients field allows you to customize the email recipients. There are two types of Recipient Lists.

Associated Object

  • It allows you to choose the recipients from a list of values. You can choose Customer Contact, Associated Customer, Assigned To, and Associated Employee as recipient lists, and click Create.

Static List

  • It allows you to add your own recipient list manually.

  • Here, A dynamic list is chosen and select Create to complete the setup.
  • Consider the Description is updated in a Follow Up.
Follow Up Updated

  • You can see that a notification is sent to the email mentioned in the dynamic list as a recipient.