Customize and set up notification rules

The ninth step is to setup notification rules in your Realtime Register account to keep the various employees/applications in your organisation informed considering information that is relevant for them to ensure continuity of all the various processes in your Realtime Register account.

In order to define which notifications are sent to which user/application applicable to your organisation's needs, you can customize notification rules through the Domain Manager. For example all financial notifications can be configured to be sent to your administrative employees and in turn all technical notifications can be sent to the applications/support employees in your organisation.

For an instruction on how to setup in what in our opinion are the must have notification rules, continue reading down below.

Login to the Domain Manager and go to Account details > Notification rules

Once logged in, you'll reach the page below on which all active notification rules are displayed. By default a generic event, which cannot be deleted, is setup in your account and delivers notifications to your admin user. We advise to leave the generic event as is and create notification rules for all the notifications you wish/need to receive. For each notification rule you're able to specify which users need to receive the notification and through which method (Email or Queue).

In the instruction below we'll provide an example on notification rules that in our opinion are critical to setup as they will keep you informed the balance available in your account, and inform you regarding domain renewals that will be executed in your account against the expected costs. The instructions below can be used for any form of user role, the notification rules we advise you to setup regardless of your specific needs and wishes are;

• WatermarkReachedEvent: provides a notification through email/queue whenever a your account balance reaches a watermark setup in your account.
• DepositEvent: Provides information on deposit results whenever you make a deposit into your account
• DomainExpiryReportEvent: Provides information on domains that are up for renewal in your account against the costs of the renewals and your account balance level at the time the notification is sent.

To setup the above notification rules, follow the instruction below.

Take note:  The instruction below can be used for setting up other notification rules aside from the WatermarkReachedEvent, DepositEvent & DomainExpiryReportEvent as well.

WatermarkReachedEvent

• Click on "+ New notification rule" to add a new notification rule.

• Open the dropdown menu and select the WaterarkReachedEvent

Take note: In case you wish all financial events sent to a user, simply select the "FinancialEvent' option. This will setup a notification rule that triggers on all the subordinates that are mentioned below the Financial event.

• Select the method and recipient(s) you wish to setup for this notification rule, in most cases the watermark email has to be sent to your financial administration. Most companies choose the email method and select the person(s) in their organisations that are responsible for the financial department as recipients of the email.

• Click 'create notification rule to create the WatermarkReachedEvent. Once created, the new notification rule will show in your notification rules overview and will ensure that whenever a watermark in your account is reached, your financial department is notified through email.

Back to top

DepositEvent

• Click on "+ New notification rule" to add a new notification rule.

• Open the dropdown menu and select the DepositEvent

Take note: In case you wish all financial events sent to a user, simply select the "FinancialEvent' option. This will setup a notification rule that triggers on all the subordinates that are mentioned below the Financial event.

• Select the method and recipient(s) you wish to setup for this notification rule, in most cases the DepositEvent notification has to be sent to your financial administration. Most companies choose the email method and select the person(s) in their organisations that are responsible for the financial department as recipients of the email.

• Click 'create notification rule to create the DepositEvent. Once created, the new notification rule will show in your notification rules overview and will ensure that whenever a deposit is made in your account , your financial department is notified through email of the successful deposit.

Back to top

DomainExpiryReportEvent

• Click on "+ New notification rule" to add a new notification rule.

• Open the dropdown menu and select the DomainExpiryReportEvent

• Select the method and recipient(s) you wish to setup for this notification rule, in most cases the DomainExpiryReport notification is sent to your financial administration. Most companies choose the email method and select the person(s) in their organisations that are responsible for the financial department as recipients of the email.

• Click 'create notification rule to create the Notification rule that triggers the Domain Expiry Report email to be sent. Once created, the new notification rule will show in your notification rules overview and will ensure that whenever domains that have an auto renew true setting an email is sent informing your financial department. The email contains information on when domains will be renewed, against what costs and provide information on the current account balance of your Realtime Register account at the time the email is sent.

Take note: For in depth configuration of the Domain Expiry Report event, refer to the Customize Notification Schedules article. You can configure the Domain Expiry Report Event to be sent with an offset of your preference prior to the date domain renewals will be requested in your account in case Auto Renew is set to true.

• You've now setup all the notification rules that we deem critical to setup in your Realtime Register account. In doing so you're able to always keep a close grip on the financial situation in your account and prevent domains from expiring due to a insufficient account balance.

Back to top