Set communication rules early
Templates and notification settings help teams respond faster while keeping messages consistent. This is especially important if multiple staff members contact the same lead or customer.
What to configure
- Email sending settings and default sender details.
- SMS or calling-related tools used by your communication workflow.
- Notification triggers for staff reminders, updates, and customer-facing actions.
- Reusable email or message templates for common situations.
Recommended setup order
- Connect the sending tools first.
- Test delivery using internal accounts.
- Create templates for the most common customer journeys.
- Review notification volume so staff receive useful alerts instead of noise.
Best practice
Keep templates short, branded, and action-oriented. Test messages from the exact workflow where they will be used so you can confirm the correct variables, timing, and audience.