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

Category: Performance

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

Why this Feature?

When the users request approval, an email notification will be sent to the respective manager who is allowed to give users access to create, edit and delete goals.

Note: Before you enable email notification for events in goals, make sure to enable the following toggle via Settings → Performance → Goals. Also, only Super Users have access to Settings.


Step 1

Navigate to Settings → General→ Action center.


Step 2

In the Action Center page, 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, we are Enabling Email Notifications for Goal Delete Approval. Click on edit-iconicon to customize the notification.


Step 3

In the customize page, Enable the Enable Email Notification toggle, customize the message and subject and click Update.


Step 4

For instance, let’s say that Cindy James wants to delete her goal, the approval for it will be sent to Tracy Douglous. The notification will be sent to Tracy through the Action Center.


Step 5

Also, Tracy will receive email notifications in her registered email id that is linked with the account.


Related Answer Post

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

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