Create Custom Notifications on ACE

1. Feature Overview

ACE Notifications help keep users and managers engaged by sending timely nudges about their progress. Notifications can be configured as time-based (pre-defined time intervals or cycle completion based) or progress-based (triggered when a percentage of the goal is achieved).

2. Prerequisites

• Only Admins and Super Admins can manage notifications and create custom notifications.
• At present, custom notifications are only available for Goals.

3. Types of Custom Notifications

1. Time-Based Notifications

Triggered on specific intervals during the goal cycle.

Example:

• Send a reminder every week-day (Monday–Friday) in the morning.
• Send nudges at 10%, 30%, or 75% of the goal cycle duration.

2. Progress-Based Notifications

Triggered when a user’s achievement crosses a percentage of their target.

Example: Send a nudge when a user reaches 25%, 50%, or 100% of their target.

4. Notification Settings

Notification settings provide centralized control over how goal-related updates are sent. They include General Settings, which act as the high-level switch to enable or disable notifications across the account, and the Notifications Library, which stores all saved custom notification templates (both automatic and manual).

4.1 General Settings

Navigate to Settings>Notifications>General Settings.

This is the high-level control for notifications. From here, you can enable or disable notifications for the entire account. If notifications are disabled at this level, no automatic or manual notifications will be sent, even if they are configured in individual goals. To start using goal-based notifications, ensure that general notifications are enabled first.

4.2 Notification Library

Navigate to Settings>Notifications>Notification Library. The library lists all custom notification templates.

5. Creating a Notification

Navigate to Settings>Notifications>Notification Library and click Create Custom Notification.

Enter a name and description for the custom notification.

6. Configuring Time Based Notifications

Follow these steps to configure time-based notifications –

6.1 Set Attributes

1. Choose the notification category (refer to section 3): Time-based.
2. Communication Preferences: Select the relevant module to define the focus of the notification, then choose your preferred delivery channels to ensure updates reach users in the most effective way.
   1. Module: Goals, Incentives, and Leaderboard (At present, only Goals as a module is available).
   2. Select Channel(s): Email, App, or both.
3. Choose Trigger:
   1. Automatic – Sent based on configured frequency.
   2. Manual – Template saved for on-demand use.
4. Configure Notification Details: Select the frequency and delivery time for the notification.
   1. Notification Frequency:
      • Daily.
      • Weekdays (Mon–Fri).
      • Cycle-based intervals (e.g., 10%, 30%, 75% of the cycle).
   2. Notification Time:
      • Morning (time close to 10:00 A.M).
      • Evening (time close to 9:00 PM).
5. Optionally, you can assign this notification to specific goals (by frequency type: monthly, weekly, etc.).

6.2 Compose Notification

1. Create Separate Content for Managers and Users – By default, the messages will be auto-generated. But you can edit these messages and draft tailored messages for each audience on Email and Push-App. For example, managers may need consolidated team performance updates, while users should receive individual progress updates.
2. Insert Dynamic Values – Personalize notifications by adding placeholders such as:
   • Achievement Percentage – Show how much of the goal has been achieved.
   • Reporting Manager – Reference the user’s reporting manager.
   • On-Track/Off-Track Status – Provide a quick performance indicator to keep recipients aware of their standing.
3. Supporting Details – Add key information to make the notification more useful. This includes audience-specific content for managers and users, dynamic values like required vs. actual run rate, and actionable links that redirect recipients to goal details for quick follow-up.
4. Preview Before Finalizing – Verify that dynamic fields and links render correctly for both users and managers before saving the notification.

7. Configuring Progress Based Notifications

Follow these steps to configure progress-based notifications –

7.1 Set Attributes

1. Choose the notification category (refer to section 3): Progress-Based.
2. Communication Preferences: Select the relevant module to define the focus of the notification, then choose your preferred delivery channels to ensure updates reach users in the most effective way.
   1. Module: Goals, Incentives, and Leaderboard (At present, only Goals as a module is available).
   2. Select Channel(s): Email, App, or both.
3. Choose Trigger:
   1. Automatic – Sent based on configured frequency. In progress-based notification, you can only select an automatic trigger.
4. Configure Notification Details: Select the frequency and delivery time for the notification.
   1. Notification Frequency:
      • Select a predefined or custom percentage of achievement.
   2. Notification Time:
      • Morning (time close to 10:00 A.M).
      • Evening (time close to 9:00 PM).
5. Optionally, you can assign this notification to specific goals (by frequency type: monthly, weekly, etc.).

7.2 Compose Notification

1. On-Track/Off-Track Messages For Managers and Users – For each achievement percentage configured in the notification frequency, the system sends an on-track or off-track message. Default messages are provided, but you can edit the content for both Email and App notifications.
2. Insert Dynamic Values – Personalize notifications by adding placeholders such as:
   • Achievement Percentage – Show how much of the goal has been achieved.
   • Reporting Manager – Reference the user’s reporting manager.
   • On-Track/Off-Track Status – Provide a quick performance indicator to keep recipients aware of their standing.
3. Supporting Details – Add key information to make the notification more useful. This includes audience-specific content for managers and users, dynamic values like required vs. actual run rate, and actionable links that redirect recipients to goal details for quick follow-up.
4. Preview Before Finalizing – Verify that dynamic fields and links render correctly for both users and managers before saving the notification.

8. Sending Manual Notifications

If you selected a manual trigger while creating a notification, you’ll need to send it manually from the Manage Goals page. You can also choose to send automated notifications manually, provided they are already assigned to that goal.

1. Go to Manage Goals – Navigate to the Manage Goals page and locate a goal that is currently in progress.
2. Open Goal View – Click on the goal to open its detailed view.
3. Select Users – Choose one, multiple, or all users assigned to the goal.
4. Click Send Notification – Once users are selected, a Send Notification button will appear at the top.
5. Compose Notification – In the Compose Notification window:
   1. Pick a manual notification or an automation-based notification already linked to the goal.
   2. Select delivery channels (Email, Push-App, or both).
   3. Edit manager content, user content, and add supporting details like required vs. actual run rate.
6. Preview & Send – Review the notification and click Send Notification to deliver it immediately.

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