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Staff Email Notifications

How to customize email notifications sent to your team

Written by Althaaf Rachman Hafidz

Purpose

Staff Email Notifications keep your internal team informed about important offer activity. You can customize notifications for different purchasing methods and keep your team updated when offers are created, accepted, rejected, or require attention.


Open Staff Notifications

  1. Go to Settings → Email Automation Settings.

  2. Scroll to the Staff Notifications section.

Select the Offer Type

Depending on your account setup, staff notifications may be available for:

  • Mail In

  • In Store

  • Batch Quote

  • Easy Offer

  • Custom Location

Select the offer type you want to configure.


Review Available Notifications

Available notifications may include:

  • Mail In

    • All Items Reported Unlocked
      Notifies your team when all activation-locked items in an offer have been reported as unlocked.

    • All Items Reported Unlocked
      Notifies your team when all activation-locked items in an offer have been reported as unlocked.

    • New Offer
      Notifies your team when a new Mail-In offer is submitted.

    • Offer Accepted
      Notifies your team when a customer accepts an offer.

    • Offer Rejected
      Notifies your team when a customer rejects an offer.

  • In Store

    • Abandoned Offer
      Notifies your team when a customer starts but does not complete an In Store offer.

    • New Offer
      Notifies your team when a new In Store offer is created.

    • Offer Accepted
      Notifies your team when a customer accepts an offer.

    • Offer Rejected
      Notifies your team when a customer rejects an offer.

  • Batch Quote

    • New Offer
      Notifies your team when a new Batch Quote is submitted.

  • Easy Offer

    • New Offer
      Notifies your team when a new Easy Offer is submitted.

    • Offer Accepted
      Notifies your team when a customer accepts an offer.

    • Offer Rejected
      Notifies your team when a customer rejects an offer.

  • Custom Location

    • New Offer
      Notifies your team when a new offer is submitted through a Custom Location.

Edit a Notification

  1. Select the notification you want to customize.

  2. Click Edit.

  3. Update the subject and message.

  4. Configure BCC recipients if available.

  5. Add available dynamic fields.

  6. Click Preview to review the email.

  7. Click Save.

Tips & Notes

  • Keep staff notifications clear and relevant so your team can quickly understand what action is required.

  • Use dynamic fields, when available, to automatically include relevant offer or customer information.

  • Review the recipient and BCC settings to make sure notifications are sent to the appropriate team members.

  • Preview each notification before saving your changes.

  • Make sure to click Save after editing a notification.


Summary

Staff Email Notifications help keep your internal team informed about important offer activity across different purchasing methods. You can select the relevant offer type, customize available notifications, edit email content, configure recipients, and use dynamic fields to make internal communication more useful and consistent.

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