Set notification template priority

Prioritization defines the order in which templates are processed by the system. The v2 notification system determines which notification template to send based on a combination of the following elements:

• Template priority—The priority number assigned to the template and any optional conditions that you set. For information on how to set conditions, see Create notification templates and conditions.
  • The system evaluates the contents (including conditions) of each template sequentially from the lowest priority number (1) to the highest to determine whether the template should be used to generate a notification for the associated event.
  • Marketplace Managers can define the order in which the notification system evaluates templates based on business rules and other considerations that may impact the appropriateness of the notification.
• Whether or not the template is set to be triggered—Because more than one template can be triggered, the user interface includes a Trigger next template column. This enables you to set more than one active notification template to be triggered by the system.
  • This supports the ability for customers to:
    • Send one version of a message to a customer when an event triggers a notification.
    • Send a different message about the same event to a user with any other role supported by the notification type.
    • Send another version to a hard-coded email address that is added to the audience in the cc or bcc field.

To set a template's priority and to trigger templates

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Settings > Custom UI | Notifications. The Notifications page opens.

2. Click the gear icon > Edit next to the notification type whose templates you want to prioritize. The selected {templateType} page opens. It displays all existing templates for the selected notification type (one per tab in the order of creation: left to right, oldest to most recent).

3. Click the template that you want to prioritize, then click the gear icon > Manage Deliveries Prioritie. The Prioritize and Trigger Templates dialog opens. A table lists every template associated with this notification. For each template, it displays information in the following columns:

   • Template's name
   • Priority
   • Description
   • Status (enabled or disabled)
   • Trigger next template (enabled or disabled)

4. To change the priority of any template, click and hold the reposition icon next to the template name, then drag it to the desired position. For example, if you click the template that is currently priority 5, and drag it to priority 2, it becomes the priority 2 template. Each of the other templates in position 2 and higher are incremented by one (so 2 becomes 3, 3 becomes 4, and so on).

5. For any given template, set Trigger next template to enabled if you want the next template to be considered for processing.

   Note the following about the template prioritization process:

   • Only templates that have an Enabled status can be processed.
   • If the Trigger next template column is enabled for a template, the next template that has the Enabled status is considered for processing. If that template evaluates to true, the notification is sent. In evaluating templates, any template that is not enabled is skipped.
   • If a template that has Trigger next template enabled is followed by a template that does not have that setting enabled, none of the subsequent notifications in the list can evaluate to true, even if some of them have Trigger next template enabled. For this reason, it’s important to prioritize your templates so that templates that you want to be sent appear in an order which allows them to be triggered.
   • Templates that were created with conditions or segments only evaluate to true if the conditions are met. When this occurs, if that template has Trigger next template enabled, the next template is evaluated.
   • Templates that are enabled and have no conditions and no segments always evaluate to true (because there are no conditions to prevent them from being triggered). If Trigger next template is enabled for the previous active template, those templates are sent to the configured audience.

6. Click Save.