Notifications

Notifications

Control in-app and email alerts for your brand, and review unread updates in the sidebar.

What is Notifications?

Notifications let each team member choose which brand events they want to hear about — in the dashboard, by email, or both.

You use it to:

This Settings page is labeled BETA. Preferences cover the categories listed below — not every alert that may appear elsewhere in SWAI.

Main screens

Screen What it’s for
Settings → Notifications Per-category In-App and Email toggles for the signed-in user and current brand
Sidebar Notifications panel Unread in-app alerts, badge count, mark read / mark all read

Note: In the sidebar under Settings, the page is labeled Notifications (with a BETA badge). Path: /setting/notifications.

Before you start

  1. Sign in to the SWAI Dashboard for the correct brand.
  2. Confirm a brand is selected if you manage more than one.
  3. Know that preferences are per user, per brand — your toggles do not change teammates’ settings.

Warning: If you are on the wrong brand, you will configure or miss alerts for that brand only.

Tip: By default, both In-App and Email are on for every category until you change them.

Quick start

  1. Open Settings → Notifications.
  2. For each category, set In-App and Email the way you want. Changes save when you toggle.
  3. Open the Notifications control in the sidebar to review unread in-app alerts.
  4. Use the check icon on an item to mark it read, or Mark all read to clear the list.

Settings → Notifications

Path: Settings → Notifications (/setting/notifications).

Page intro: choose which alerts you receive in the app and by email for this brand.

Categories

Category When you are notified
Calendar New bookings, cancellations, and reschedules
Contacts When a new contact is created for your brand
Webinar registered When a contact registers for a webinar
Quiz taken When a contact completes a quiz
Email responded When a contact replies to an email
Message responded When a contact replies to a message

Channels

Channel Meaning
In-App Shows in the sidebar Notifications panel (and live while you work)
Email Sends a notification email to your SWAI user email

Note: Teammates on the same brand each have their own toggles. Calendar and other events notify every brand user whose preferences allow that channel.

Notification panel

Open the Notifications control in the main sidebar (bell icon).

Behavior What to expect
Badge Unread count (shows 9+ when there are many)
List Unread items only — title, short message, relative time
Refresh Reloads when you open the panel
Mark as read Check icon removes that item from the list
Mark all read Clears all unread for you on this brand
Empty state No notifications when there is nothing unread

Close the panel with X, Escape, or by clicking outside.

Tip: Marking an item read removes it from the panel. There is no separate “history” view in the main panel.

What you will and won’t get

Controlled by Settings → Notifications

When the matching category and channel are on:

Related apps: Calendar, CRM, Quizzes, Webinar.

Not controlled by these toggles (or limited)

Situation What happens
Bulk import / prospecting summary In-app summary only (for example “X contacts has been imported”) — not a Settings row and typically no email
Some chat / WhatsApp-style contact creates May create an in-app contact alert without email even if Contacts email is on
Weekly report email Separate weekly email — not shown in the in-app Notifications panel and not listed on this Settings page

Warning: Preferences only cover the six categories above. Other product alerts may still appear or email outside this BETA page.

Common warnings and troubleshooting

I’m not getting alerts

  1. Confirm you are on the correct brand.
  2. Open Settings → Notifications and check In-App / Email for that category.
  3. For email: check spam/junk and that your SWAI user email is correct under Settings → User.
  4. Ask whether a teammate’s alert is expected for them only — prefs are per user.

I turned Email off but still see the panel

In-App can still be on. Turn In-App off for that category if you want the sidebar quiet too.

I see alerts that aren’t mine / duplicates

Refresh or reopen the panel after marking read. Unread items are scoped to your user. If something still looks wrong, note the brand, category, and time, then contact support.

Contact created but no email

Some flows intentionally skip email (imports, certain channel creates). Check Contacts In-App / Email, and confirm the contact was created for this brand in CRM.

Calendar booking but no dashboard alert

Confirm Calendar In-App and/or Email are on. Guest confirmation emails from the Calendar app are separate from your dashboard notification preferences — see Calendar.

Glossary

Term Meaning
Notifications (Settings) Page to set In-App and Email per category (BETA)
In-App Alert in the sidebar Notifications panel
Email Notification email to your user address
Category Type of event (Calendar, Contacts, Quiz taken, and so on)
Notification panel Sidebar list of unread in-app alerts
Mark as read Clears one unread item for you
Mark all read Clears all unread items for you on this brand
Per user, per brand Your toggles apply only to you on the selected brand
BETA Feature labeled beta in Settings / nav

Need more help?

If something still fails after the checklist above:

  1. Confirm you are on the correct brand in the SWAI Dashboard.
  2. Confirm Settings → Notifications toggles for the category and channel you expect.
  3. Note whether the issue is missing in-app, missing email, or both — and the approximate time of the event.
  4. Contact your SWAI admin or support with the brand, category, and what you expected to happen.

Related Help: Getting Started, Calendar, CRM, Quizzes, Webinar.