Configure notifications globally
Use the Global tab to apply one notification email configuration everywhere that type can send.
Placeholders in this article
This article contains placeholder screenshots. Search for placehold.co in this file and replace them before publishing.
In this article, you'll configure a notification so the same email applies everywhere that type can send.
Prerequisites
- You can edit the campaign in
Build. - A supported email platform is configured for the organisation.
- You know which notification type you want to activate.
Configuration
Open Notifications
Go to Build -> Notifications, then select the notification type you want to configure.
Choose the Global tab
Open the drawer for that type and keep the Global tab selected.
If the type currently uses by Reward or by Touchpoint, switching to Global turns that per-object mode off.
Turn Active on
Enable the Active toggle.
For Participate, this is the only delivery mode. For other types, Active means one shared email configuration will be used everywhere that type can fire.
Fill the email fields
Complete the Email Subject Line, Email Preheader, Email Banner, and Email Content fields. Add Email CTA Label and Email CTA Link only if you want a button in the message.
Save
Click Save. The global configuration now applies to every matching reward or Touchpoint in this campaign.
What Global means per type
| Type family | What Global covers |
|---|---|
Participate | The single campaign-wide participation email. |
Winner, Loser, Eligible, Reward Redeemed | Every matching reward event in the campaign. |
Touchpoint Unlocked, Booking Confirmation, Booking Cancellation, Booking Confirmation Reminder | Every matching Touchpoint or booking event in the campaign. |
Validation notes
If the notification is active but incomplete, validation surfaces issues such as:
| Message | Severity | Fix |
|---|---|---|
Email configuration is missing for {{notification_type}} notification | Error | Configure the email block for the selected type. |
Email subject line is missing for {{notification_type}} notification | Error | Fill Email Subject Line. |
{{notification_type}} notification has no email preheader text | Suggestion / Info | Add Email Preheader to improve inbox previews. |
Email banner image is missing for {{notification_type}} notification | Error | Upload an Email Banner. |
Email content is missing for {{notification_type}} notification | Error | Fill Email Content. |
{{notification_type}} notification has a CTA link but no CTA label | Warning | Add Email CTA Label or remove the link. |
{{notification_type}} notification has a CTA label '{{cta_label}}' but no CTA link | Warning | Add Email CTA Link or remove the label. |
{{notification_type}} notification has invalid CTA link '{{invalid_url}}' | Error | Use a valid URL that starts with http:// or https://. |
See Validation & publishing for how notification issues appear during publication.
Related
About notifications
Understand the notification model before you configure scope.
Configure notifications by touchpoint
Switch to per-object configuration when rewards or Touchpoints need different emails.
Email content, banners, CTAs
Review the shared fields used in every notification email.
Liquid templates and variable bindings
Personalise notification content with supported Liquid variables.