Core Concepts of Notification Events

A notification event is the combination of templates, service providers or route (single or omni-channel).

**Notification Events = Template + (Providers or Route) **

What does it do?

A notification event is what sends your configured message to the end user.

How do they work?

1Add the recipient number or email ID - depending on your use case.

Add variables that have been created within the template.

Variables are usually denoted within {{}}.
Each variable needs to be filled out without which null (empty) value will be delivered in place of the placeholder in the message.

Each notification event in the notification event list includes a More Options menu (⋮), which provides quick access to common notification event management actions. These actions allow you to update notification event information, review configuration details, create copies, request deletion, or publish changes without leaving the notification event list.

The available actions are:

Edit – Update the notification event name or change its assigned group.
View Details – View the notification event’s metadata, dependencies, and where it is used across the workspace.
Duplicate – Create a copy of the notification event.
Copy to Another Workspace – Copy the notification event to a different workspace.
Delete – Delete the notification event.
Go Live – Publish the current Test version of the notification event to the Live environment.

Edit Notification Event

The Edit action allows you to modify the notification event’s basic information without affecting its configuration.

You can:

Rename the notification event.
Change the group to which the notification event belongs.

This action is useful for reorganizing or renaming notification events while preserving their existing configuration.

Delete Notification Event

The Delete action removes the notification event from the workspace.

If approval requests are enabled, the deletion is submitted as an approval request instead of being performed immediately.

Before the notification event is deleted, the system displays a list of campaigns and workflows that currently use the notification event. Reviewing this information helps you understand the impact of deleting the notification event before confirming the action.

View Details

The View Details page displays where a notification event is used and what resources it depends on. It lists the campaigns and workflows that reference the notification event, along with the templates and Omni-Channel routes used by it, helping you understand its usage and dependencies before making changes or publishing updates.

This page is particularly useful for understanding where a notification event is used, identifying its dependencies, and comparing the Test and Live versions before deployment.

Information Displayed

The page includes the following information:

Name – Displays the notification event name.
Group Tag – Identifies the group to which the notification event belongs, such as Internal Alerts or Onboarding.
Environment – Indicates whether the displayed information relates to the Test or Live version of the notification event.
Last Updated – Shows when the selected environment was most recently modified, helping identify the latest published or draft version.
Used In – Lists all campaigns and workflows that use the notification event, allowing you to assess the impact of modifying or deleting it.
Depends On – Lists the templates and Omni-Channel routes referenced by the notification event, helping you understand its dependencies before making changes, publishing, or deleting it.

Environment Selection

The environment selector allows you to switch between the two available versions of a notification event without leaving the details page.

Test displays the draft version used for development, testing, and validation before publication.
Live displays the version currently available to end users.

Copy to Another Workspace

The Copy to Another Workspace action lets you copy a notification event from the current workspace to another workspace. This is useful when you want to reuse an existing notification event across multiple workspaces without recreating it manually.

Before you begin

Ensure that all dependencies required by the notification event are available in the destination workspace.
This includes the relevant templates, components, and any other referenced resources.
If these dependencies are not available, the copied notification event may require additional configuration before it can function correctly.

After the copy is complete, the notification event is available in the destination workspace and can be managed independently of the original.

How to create a notification event?

You will need to choose the template along with the channels to create a successful notification event. A detailed walk-through is provided in the next section.

Notification events can be copied from your workspace to other workspaces you own. The copy process is only available in workspaces where you have the Owner role.

Steps to copy notification events to another workspace

1. Prepare your destination workspace

It is important to note that when copying notification events, only the notification event-related data will be copied to the destination workspace. Any dependencies must be created or copied manually in the destination workspace.

1Manually create the required integrations in the workspace.

2Go to the templates page (Templates → Fyno from the navigation) and copy the templates and reusable components (if applicable) used by any of the notification events in the notification event via the copy process.

3If applicable, go to the “Routes” pages (Routes → Single Channel and Routes → Omni-Channel from the navigation) and copy the routes used by any of the notification events in the notification event via the copy process.

4If the notification events use Analytics Labels, then manually create the labels on the “Add Ons” page.

5If the notification event uses Subscription Topics, then manually create and configure the topics on the User Preferences page (User → Preferences from the navigation).

2. Copy your notification event(s) to another workspace

1Ensure you are in the workspace from where you would like to copy the notification event.

2Navigate to the notification events listing page by selecting Notification Events from the navigation.

3Click the “Three Dots” icon on the notification event that you would like to copy. This step will open a menu.

4In the menu options, select “Copy to another workspace”.

5You will now see a checkbox next to every notification event listed on the page. You can select multiple notification events to copy if needed.

6Once you have completed your selection, click “Copy Selected Notification Events” in the alert above the listing.

7When copying a single notification event that has a live version, you will see an option to copy either the latest live or test version. If your notification event only has a test version, that version will be copied.

8When copying multiple notification events, the latest live or the latest test version will be copied, depending on the notification event.

9You will now see a dialog box with an option to select destination workspaces. In the “Destination Workspace(s)” dropdown menu, you will see all the workspaces you are a member of, but only the ones in which you have the “Owner” role will be available for selection. You can select up to five applicable workspaces.

10Once all the workspaces are selected, click “Confirm”. This step will initiate the copy process.

11Now, in all the selected workspaces, you will see the copied notification events.

3. Post copy checklist

1If the copied notification event is associated with a subscription topic, click the “Three Dots” icon on the notification event in the listing page, click “Edit”, select the topic in the “Select Subscription Topic” dropdown, and click “Update”.

2For every copied notification event, re-select the templates (including conditional templates if applicable).

3Re-select the routes and/or integrations and save the notification event.

4Similar steps are needed in other copied dependencies. Please see the post copy checklist for routes.

How versioning works

Let’s say we are copying a notification event from Workspace A to Workspace B. There are two versioning scenarios to keep in mind.

If the notification event does not exist in Workspace B, then the version created by the copy process will always be v1 (Test).

If the notification event already exists in Workspace B, then the copy process will create a new standalone version (neither test nor live). For example, if the version in Workspace B is v1 (Test), then the process will create a new version called v2. You can select this version from the version dropdown beside the notification event name and click “Save” to change the version to v2 (Test), or click the “Go Live” button to promote it to v2 (Live). This ensures that changes to existing versions in the destination workspace are not overwritten and gives you control over when to save or promote the copied notification event.