Managing and configuring notification rules for your account

You can create customized notification rules that alert you when you need to take action. Whether it's for a shipment that's running late, costs that were updated by a carrier, a task you’ve been assigned, or more.

Note: The user profile page's Notifications tab discussed in this article was previously called the Rules tab.

You can create notification rules for the following entities:

  • Shipments
    • Shipment exceptions
    • Auto re-rate
  • Orders
    • Order exceptions
  • Inventory
    • Inventory exceptions
  • Messenger
  • Tasks

This article covers:

Note: Turvo also offers Admin users and above the ability to configure default notification rules that apply to all users with certain roles. However, this is a limited release feature and is not available to all Turvo tenants. See our Configuring default notification rules for all users with a specific role article to learn more about this feature.

Access your Notifications tab to manage or create rules

Navigate to your User profile by clicking on your profile icon in the top right corner of Turvo, then click on your name or profile picture.

Note: The Notifications toggle turns Web app notifications on and off. Learn more about Web app notifications in the create a rule section below.

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On your User profile page, select the Rules tab.

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Manage existing rules

In the Notifications tab of your User profile, click on each section (Shipments, Orders, Messenger, Items and Inventory, Tasks, and Offers) to expand or hide the rules for each. If you’ve previously set up notifications in Turvo, those will be included here. If you haven’t, your Notifications tab will be pre-populated with a few rules to get you started. These rules will be in the Disabled status and will not trigger notifications until you configure them for your workflow and change them to Enabled.

Note: Exception rules are housed under their corresponding block. For example, shipment exception rules are found under the Shipments block. 

To manage an existing rule, hover over the row and click the three vertical dots on the right side to open the More actions menu.

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  • Enable or Disable: Enable/Disable allows you to change the status of the rule. Rules that have been disabled will not trigger notifications. Enable a rule to start triggering notifications based on that rule.
  • Edit: To edit a rule, select Edit to make changes.
  • Delete: To remove a rule from your profile, click Delete.
    • Note: Deleted rules cannot be recovered.

Create a rule

To create a new rule, click + Create rule in one of the sections under the Notifications tab in your user profile. This opens the Create rule modal.

Fill in all of the fields that make sense for your rule.

  • Rule name: The Rule name can be anything that will help you identify the rule in the list of all your notification rules.
  • Entity: The Entity field controls what type of notification rule you’re creating. This will be set automatically based on which section you were in when you clicked + Create rule.
  • When: Use the When field to select what event you want to be notified about from the When drop-down menu. The available options are applicable to the chosen Entity. For example, if you want to be notified when someone posts an update to a shipment, create a rule from the Shipments section, then select Someone posts an update on a shipment from the When drop-down menu.
  • If (required): If you’re creating a rule for Shipments, Orders or Exceptions, the Visibility Groups field will appear after choosing a When option, and is required. This will be populated automatically with your current user groups but you can remove or add groups as needed. You can also choose to exclude a set of groups instead by clicking Is not.
    • Note: Visibility Group is also required for a subset of Task notification events. The example below shows how the If (required) section with the Visibility Group field appears when Someone posts an update on a shipment is selected.

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  • + Add criteria: Optionally add additional criteria to further customize your rule. This allows you to only receive the notification if certain conditions are met along with the event chosen from the When drop-down. Learn more about adding criteria in the section below.
  • Actions: If you want to receive the notification anytime the When event occurs, select the notification method(s) that you want to be notified by in the Actions section. There are four possible notification methods:
    • Web app: You will receive a notification in the Turvo web application. A small number will appear on top of the bell icon in the top right corner to indicate a new notification. Click the bell icon to open the notifications sidebar and see all of your web app notifications.

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    • Email: You will receive an email notification at your primary email address with the details of the change.

    • Text message: You will receive an SMS text message to the mobile phone number in your user profile.
      • Note: If there is not a phone number designated as Mobile in your profile, then you will not receive a text notification. Go to the Details tab of your user profile to edit your phone numbers.

Once your rule is complete, then click SAVE. To customize the rule further, continue on to the next section about adding criteria.

Add criteria to customize your rule

If you have not already, review how to create a rule first.

  1. Once you’ve selected the When event that you want to be notified of, you can start applying additional criteria to customize the rule to your workflow. Click + Add criteria.

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  1. Use the drop-down to select the criteria that you want to apply.

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  1. Click Is or Is not to determine whether you want the criteria to be added as an include or an exclude condition.
    1. An Is condition means the notification will fire only if the criteria is met.
    2. An Is not condition means the notification will fire only if the criteria is not met.
  2. Next, enter the relevant criteria, such as a specific customer account.

Note: If you add multiple attributes to one criteria row, it will be considered an OR rule. This means the notification will fire if either of the criteria attributes are met. For example, in the screenshot below, the rule is set up to notify the user if someone posts an update on a shipment that belongs to the Regression Broker group and is for the customer Anchor Brewery OR Claudio’s Cacao Farm.

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  1. You can continue to add more criteria to your rule using the + Add criteria button.

Note: If you add multiple different criteria types, they will be considered “AND” rules in relation to the other criteria. This means the notification will fire only if all of the conditions are met. For example, in the screenshot below, Web app and Email notifications will occur if someone posts an update on a shipment that belongs to the Regression Broker group, and is for the customer Anchor Brewery OR Claudio’s Cacao Farm, AND is tagged #HotShipments.

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  1. In the Actions section, select the notification method(s) that you want to be notified by. Click the box next to each method.
  2. Once you've applied all of your necessary changes, click SAVE to save your changes.

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