If you're following best practice, you would have created a workflow for any product that you sell through Ivorey™ so that you can tag the contact and take any other actions. One step many users love to do is send themselves a notification of the purchase too.
This guide is perfect if you want to:
Send a payment notification to your Ivorey™ desktop or app
Send a payment notification email to yourself or another team member
Helpful Tip: If you're looking for the quickest solution, we suggest activating notifications from your payment processor e.g. Stripe, PayPal or Square as it can automatically ping your phone app or email you for free each time a payment is received. If you prefer to setup notifications directly from Ivorey™ instead - please follow the steps below.
How To Setup An Internal Notification From Ivorey™
Navigate to your post-purchase workflow for this particular product.
Add a new action step called [Internal Notification] > then select the type of notification you prefer:
If you select 'Notification' as your internal notification type, this will notify you inside the Ivorey™ Notifications only. You can find these by clicking on the 🔔 bell icon at the top right of your screen.
If you select 'Email' as your internal notification type, you can then choose who/where you would like the email to be sent to under the drop down menu 'To User Type' (here you can select 'custom email' and add the exact email address you want the email notification to be sent to)
Set who you would like to receive the notification e.g. all users, just yourself, or another user of your account.
Type the message you would like to receive, e.g. "Congratulations! {{contact.name}} has just purchased [insert your product name]"
Toggle your workflow on to publish and press save.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍