Overview
Get notified in app, in your DMS, on mobile, or by email so no message gets missed.
1. In-app pop-ups and sounds
1) Keep Target CRM open.
You’ll see a pop-up and a chime for inbound texts.
This helps you reply quickly.
2. DMS Notifications (IDEAL + INFINITY)
A. IDEAL Messenger icon badge
1) Watch for red numbers on the IDEAL Messenger icon.
You’ll see counts for unread messages even if Target CRM isn’t open.
It uses the same unread logic as Messenger.
B. INFINITY SMS button
1) The SMS button in the top right corner of INFINITY will change to a bright neon green.
You’ll see counts for unread messages even if Target CRM isn’t open.
It uses the same unread logic as Messenger.
3. Mobile notifications
1) Install the Target CRM mobile app and allow notifications.
You’ll see alerts for new texts (and more).
Mobile keeps you responsive away from your desk.
4. Email notifications
1) Click your username > User Profile; add your email and toggle the notifications you want.
You’ll see options for inbound text, daily summary, conversation assignment, payment received, lead assignment, task assignment, and survey detractor alerts.
Each user can choose their own mix.
5. Personal signature
1) In User Profile, add your personal signature if desired.
You’ll see your user signature on messages you send.
Otherwise, the store-wide signature is used.
Related KB articles
– Send and receive texts in Messenger