Manage Email Notification Preferences

Learn how to use Notification Management to control which CleverTap email alerts you receive.

Overview

CleverTap notifies you about activities in your account, such as when a campaign report is ready, a teammate shares a segment with you, your plan changes, or an outage occurs. Notification Management allows you to decide which of these actually land in your inbox. Unsubscribe from categories for which you do not require notifications.

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Mandatory Notifications

Alerts such as downtime notices or billing changes remain mandatory, so you are always informed about important account activities, and you cannot unsubscribe from them.

The following image shows the My Profile page:

The account menu open from the top-right avatar, with the My Profile tab active on the Notification page

My Profile

Notification Categories

Notification Management groups related alerts into categories. Click the arrow next to a category to expand or collapse and view the individual alerts inside. The Email column shows whether you currently receive that alert, a checked box indicates that the email notification is on. You can Edit your preferences by checking or unchecking that particular notification.

Follow the steps to view the Notification Categories:

  1. Click your profile avatar in the top-right corner of the dashboard.
  2. Click your name in the list to open My Profile.
  3. Switch to the Notification tab.
    The Notification Management page opens, which lists the notification categories available to you.

The following image shows the Notification categories:

The Notification tab on My Profile, showing categories expanded into individual alerts with checkboxes

Notification Tab

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Role-Based Visibility

The categories you see depend on your role. Non-admin users cannot view admin-only categories, such as Billing & Payments, Downtime & Outages, and so on.

The following table lists the notification categories and alerts with the descriptions:

CategoryAlertDescriptionMandatory/OptionalVisibility
Campaign & Journey ReportsCampaign ReportsDaily/weekly campaign performance reportsOptionalAll users
Campaign & Journey ReportsJourney ReportsJourney and project activity reportsOptionalAll users
Billing, Usage & CapacityBilling & PaymentsPayment receipts, failures, and billing alertsMandatoryAdmins only
Billing, Usage & CapacityUsage & Overage AlertsContainer, MAU, and overage threshold notificationsMandatoryAdmins only
Billing, Usage & CapacityCapacity AlertsEvents, properties, licensing limits, and email add-on usageMandatoryAdmins only
Passcode AlertsPasscode AlertsPasscode expiry and generation alertsMandatoryAdmins only
Downtime & OutagesDowntime & OutagesScheduled and unscheduled downtime notificationsMandatoryAdmins only
Engagement & CollaborationSegments & CatalogsSegment and catalog processing notificationsOptionalAll users
Engagement & CollaborationWhatsApp NotificationsWhatsApp Connect/Direct add-on and template alertsOptionalAll users
Engagement & CollaborationCollaboration & SharingBoard sharing and team notificationsOptionalAll users
Subscription & AccountSubscription & Plan ChangesAdd-on, upgrade, downgrade, and plan trial notificationsMandatoryAdmins only
Subscription & AccountAccount SettingsEvent, control group, font, dormant profile, and archiving changesMandatoryAdmins only
Data & IntegrationData Import/ExportSFTP, CSV, parse, and export notificationsOptionalAll users
Data & IntegrationOther IntegrationsFacebook, domain, and subscription managementOptionalAll users

Edit Your Preferences

Perform the following steps to edit your preferences:

  1. On the Notification tab, click Edit Preferences in the top-right corner.
  2. Expand any category to view the notification list.
  3. Check the alerts you want to start receiving, and uncheck the ones you want to stop receiving.
  4. Click Save Preferences to apply your changes.

The following image shows how to edit your preferences:

Editing preferences on the Notification tab: Journey Reports unchecked while locked categories such as Billing & Payments stay disabled

Edit Preferences

CleverTap confirms the update immediately with a message that reads, Notification preferences for email saved successfully. Your new preferences are applied.



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