How do I get Email Notifications for the events in goals?

In Profit.co you can now Customize email notifications for goals by enabling the events related to goals and their approvals.

Why this feature?

• Notifications help drive accountability by keeping all stakeholders informed, while also promoting seamless collaboration, as everyone is aligned on the latest developments and adjustments in goals.
• When users request approval for goal actions, an email is sent to the manager, ensuring only authorized individuals can grant permissions to create, edit, or delete goals, maintaining control and oversight.

Note: Make sure to enable the toggle Enable Approval for Create/Delete Goals, under Approval Flows via Settings → Performance → Goals. Also, only Super Users have access to Settings.

Step 1

Navigate to Settings → General→ Action center from the left navigation panel.

On the Action Center page, under Performance, scroll down to the Goals section, enable the Goals email notification toggle, and select the event for which you want to customize and update the email notification process.

The List of events will be as follows.

For instance, to enable Email Notifications for Goal Delete Approval, click on the Edit icon to customize the notification.

Step 2

On the Edit Menu Group page, enable the Enable Email Notification toggle, customize the message and subject, and click Update.

Note: If a user wants to delete his/her goal, the approval for it will be sent to the Custom list of Employees assigned to approve. The notification will be sent to their Action Center and the user will also receive an email notification in their registered email ID that is linked with the Profit.co account.

Related Answer Post

To learn more about how to enable and disable action center and email notifications, click here