PeopleVine

Setup an Instant Notification when someone completes an action

PeopleVine's bread and butter is the ability to engage after every interaction.  This enables you to communicate with relevant and timely information in an effort to continue to engage with your consumer.  In this tutorial we'll show you how to setup an instant notification to send via email or SMS when someone completes an action.

Follow these steps:

  1. In PeopleVine go to Connect > New Instant Notification Template
  2. Select whether this should be delivered via SMS or Email
  3. Fill in the details and choose your template (or the builder)
  4. Make sure it's set to Notification under "what is this newsletter primarily used for?"
  5. On the next step you will then select the actions that would trigger this notification.

Now when someone completes this action, PeopleVine will automatically send the message.

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