Notifications and Campaigns in Business App

The Notifications section in Customize Business App controls how you communicate with customers through Business App. Configure notification permissions, display announcement banners, and automate onboarding campaigns for new customers.

How do I access these settings?

Navigate to Partner Center > Accounts > Manage Business App > Customize Business App > Notifications.

How do I enable or disable customer notifications?

The notification setting controls whether customers receive any notifications from Business App and products.

What this controls:

• Email notifications sent to customers
• In-app notifications within Business App
• Product-related alerts and updates

When to disable notifications:

• You're migrating customers and don't want them disturbed
• You have a specific communication strategy outside the platform
• You're troubleshooting notification issues

How to configure:

1. Navigate to Partner Center > Accounts > Manage Business App > Customize Business App > Notifications.
2. Find the Allow sending of notifications checkbox.
3. Toggle to enable or disable.
4. Click Save.

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Disabling notifications stops all notifications for Business App users going forward. Users will be unable to manage or subscribe to notifications while this is disabled. This setting is only available at the partner level (not per market).

Related settings: For granular control over which specific notifications are sent, navigate to Partner Center > Administration > Customize Design > Default Notifications.

How do I display a global announcement banner?

The global notification banner displays a message at the bottom of all Business App pages for all customers until an expiry date you set.

What this does:

• Shows a persistent banner message across all Business App pages
• Visible to all customers until the expiry date
• Supports text or HTML content

When to use banners:

• Announcing scheduled maintenance or downtime
• Promoting a sale or special offer
• Notifying customers of important policy changes
• Sharing holiday office closures or reduced support hours

How to create a banner:

1. Navigate to Partner Center > Accounts > Manage Business App > Customize Business App > Notifications.
2. Find the Global notification banner section.
3. Enter your message in the Message field. You can use plain text or HTML.
4. Set the Expiry date for when the banner should stop displaying.
5. Click Save.

What customers see: A banner appears at the bottom of every Business App page with your message. The banner automatically disappears after the expiry date.

Best practices for banners

• Keep messages concise: Banners should be scannable at a glance
• Always set an expiry date: Stale banners reduce customer trust
• Use for time-sensitive info only: Don't use banners for permanent announcements
• Test HTML carefully: Preview your banner to ensure formatting displays correctly

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Global banners are configured at the partner level only and apply to all customers across all markets. Market-specific banners are not supported.

How do I automatically send onboarding emails to new customers?

The onboarding campaign setting automatically enrolls new customers in an email campaign after they log in for the first time.

What this does:

• Triggers an email campaign when a customer first logs into Business App
• Sends a series of onboarding emails to help customers get started
• Works with campaigns configured in Marketing: Product Adoption

When to enable this:

• You want to automate customer onboarding
• You have helpful getting-started content to share
• You want to reduce manual follow-up with new customers

How to configure:

1. First, create an onboarding campaign at Partner Center > Marketing > Campaigns > Product Adoption.
2. Navigate to Partner Center > Accounts > Manage Business App > Customize Business App > Notifications.
3. Find the New customer experience section.
4. Enable the Onboarding campaign checkbox.
5. Select your campaign from the New customer experience dropdown.
6. Click Save.

How this works with self-signup: When combined with self-signup, onboarding campaigns create a fully automated customer acquisition flow:

1. Customer signs up via self-signup link
2. Customer logs into Business App for the first time
3. Onboarding campaign automatically starts
4. Customer receives a series of helpful emails

Creating effective onboarding campaigns

Your onboarding campaign should:

• Welcome the customer and confirm their account is ready
• Explain key features and how to get started
• Highlight quick wins they can achieve immediately
• Provide contact information for support
• Include links to help documentation or tutorials

Navigate to Partner Center > Marketing > Campaigns > Product Adoption to create and manage your onboarding campaigns.

FAQs

Do banners appear on mobile devices?

Yes. Global banners appear on both desktop and mobile versions of Business App. Keep your message concise to ensure it displays well on smaller screens.

Can I have different banners for different markets?

No. Global banners are configured at the partner level and display to all customers across all markets. If you need market-specific messaging, consider using targeted email campaigns instead.

What happens when a banner expires?

The banner automatically stops displaying after the expiry date. No action is required. The message remains in your settings so you can reuse or modify it for future announcements.

Can I preview the onboarding campaign before enabling it?

Yes. Navigate to Partner Center > Marketing > Campaigns > Product Adoption and select your campaign to preview its content and email sequence before enabling it in Notifications settings.

How many emails are in an onboarding campaign?

This depends on how you configure your campaign. You create and control the onboarding campaign content at Partner Center > Marketing > Campaigns > Product Adoption. You can include as many or as few emails as appropriate for your onboarding process.

Does the onboarding campaign trigger for every login?

No. The onboarding campaign only triggers on the customer's first login to Business App. Subsequent logins do not re-trigger the campaign.

Can I use HTML in the banner message?

Yes. The message field accepts HTML, allowing you to add links, formatting, or styling. Test your HTML carefully to ensure it displays correctly across different browsers and devices.

What's the difference between notifications settings here and in Customize Design?

• Customize Business App > Notifications: Controls whether notifications are sent at all, plus banner and onboarding campaign settings
• Customize Design > Default Notifications: Controls which specific notification types are enabled by default (e.g., review alerts, message notifications)