Notifications & broadcasts

Notifications keep the right people informed automatically: when a record is created, a workflow step fires, or someone is @-mentioned, a rule you configured sends a message — by email, the in-app bell, mobile push, or any combination. Everything lives in Admin → Notifications.

Notification rules

A rule says on this event, for these records, tell these people this message. Create one under Rules:

1. Pick the record type and the trigger: record created / updated / deleted, a specific workflow transition, an @-mention, or a new comment (optionally scoped to one comment stream).
2. Narrow it with a condition (the standard filter editor) and, for updates, the watched fields that must have changed.
3. Choose the recipients — as many rows as you like, each To, Cc or Bcc:
   • A field on the record — an email field, or a user field (“the assignee”).
   • A related record — follow a relationship and use the linked person’s email.
   • A group — all its members.
   • A fixed email address.
4. Write the subject and message, choose the channels, and save.

Merge fields

Messages are templates: insert any field of the record with {{firstName}}, plus built-ins like {{ref}} (the record ID), {{label}}, {{link}} (a direct link to the record) and {{recipient.name}}. Comment-triggered rules can include {{comment}} and {{comment.author}}. The editor’s merge-field picker lists everything available — dates and user fields arrive already formatted as readable text.

Three delivery channels

Each rule chooses its channels independently:

• Email — sent through your configured mail delivery.
• In-app bell — appears in the recipient’s bell in the top bar; clicking it opens the record (or another record, or nothing — configurable per rule).
• Mobile push — mirrors the bell to the PeoplePit mobile app, when the Mobile push add-on is enabled.

A quiet FYI can be bell-only; an urgent alert can be all three. Delivery can be immediate or batched into a daily digest, and sent individually per recipient or as one collective message.

Templates

Reusable email templates hold your standard layout and wording — build them once with the rich editor (formatting, images, merge fields), reference them from rules, and update them in one place.

Broadcasts

Broadcasts are messages not tied to a record event — announcements and newsletters. Under Broadcasts:

1. Write the message (same editor, {{recipient.name}} and {{recipient.email}} available).
2. Choose recipients: groups, fixed emails, or — most powerfully — a filtered query over any record type with an email field: “all subscribed people in campaign X” is just a filter.
3. Pick the channels, then either Send now or set a schedule — once at a date and time, or recurring: every day at 9, every Tuesday and Thursday, every 2 weeks, hourly.

Pair a newsletter broadcast with per-person portal links stored in a Hyperlink field for one-click unsubscribe.

The sent log

Sent log shows every message: queued, sent, or failed, with the reason. Retry failures, cancel queued messages, and send yourself a test before a big broadcast goes out.

Email delivery settings

Under Settings, configure how email leaves your workspace — your SMTP server or an HTTP mail service — plus the sender address, the base link used by {{link}}, and how long read bell notifications are kept. Send a test message to confirm delivery before enabling rules.