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Email Notifications

You can set up email notifications for segments and lifecycles in Liferay Data Platform (LDP) to receive regular updates on their members or accounts.

A segment notification reports new members. A lifecycle notification reports events such as new accounts, stage changes, and stalled or At Risk accounts.

You can receive the emails daily, weekly, or monthly. Any user in the workspace can set up notifications, and only the user who sets one up receives its emails.

Setting Up Segment Notifications

  1. Click Segments in the People section of the navigation menu.

  2. In the row of the segment you want emails about, click Actions (Actions) → Manage Notifications. The Manage Segment Notifications modal opens.

    On the Segments dashboard, a segment row's Actions menu includes Manage Notifications.

    You can also open the modal from a segment’s dashboard. Next to the segment’s name, click Actions (Actions) → Manage Notifications.

  3. Check New Member Added to the Segment.

  4. Select an Email Frequency: Daily, Weekly, or Monthly. The default is Monthly.

    The Manage Segment Notifications modal opens over the Segments dashboard, with one notification type and an Email Frequency drop-down menu.

  5. Click Save. The modal closes, and a message confirms that the settings were saved.

Setting Up Lifecycle Notifications

  1. Click Lifecycles in the Touchpoints section of the navigation menu.

  2. Next to the lifecycle name at the top of the dashboard, click Actions (Actions) → Manage Notifications. The Manage Lifecycle Notifications modal opens.

    On the Lifecycles dashboard, the Actions menu next to the lifecycle name includes Manage Notifications.

  3. Check one or more notification types.

  4. Select an Email Frequency: Daily, Weekly, or Monthly. The default is Monthly.

    The Manage Lifecycle Notifications modal opens over the Lifecycles dashboard, with five notification types above the Email Frequency drop-down menu.

  5. Click Save. The modal closes, and a message confirms that the settings were saved.

Receiving Notification Emails

The Email Frequency you select sets when the email arrives and which period it covers:

  • A Daily email arrives each day and covers the previous day.
  • A Weekly email arrives on Mondays and covers the previous seven full days.
  • A Monthly email arrives on the first day of the month and covers the previous 30 full days, not the calendar month.

LDP sends the emails at 12:00 AM UTC.

You receive a separate email for each segment and for each notification type you check on a lifecycle. LDP sends no email for a notification type with nothing to report in the period.

The emails come from Liferay Data Platform (ldp@liferay.com).

A segment email’s subject has the form [Number] new members joined your segment, such as 3 new members joined your segment. The email does not name the segment, but its View the segment link opens it.

A lifecycle email’s subject has the form [Notification Type]: [Lifecycle Name], such as New Stalled Accounts: Account Lifecycle. Its body names the account or gives the number of accounts, and its View the lifecycle link opens the Lifecycles dashboard.

Stopping Notifications

Email notifications don’t include an unsubscribe link. To stop receiving them, open the Manage Segment Notifications or Manage Lifecycle Notifications modal again, uncheck every notification type, and click Save.

Deleting a segment stops its notification emails for every user.

Notification Types Reference

Each notification type reports what changed during the period its Email Frequency covers.

Notification TypeWhat the Email Reports
New Member Added to the SegmentIt reports the segment’s net growth in members. LDP sends no email unless the segment has more members at the end of the period than at the start. If the segment was created during the period, the email counts all of its members.
New AccountsIt counts accounts that entered the lifecycle for the first time.
Account Stage ChangesIt counts stage changes. An account that changes stage twice counts twice, and entering the lifecycle is not a stage change.
Net New Pipeline AccountsIt counts stage changes into Pipeline. An account that enters the lifecycle in Pipeline is not counted, and stage changes out of Pipeline are not subtracted.
New Stalled AccountsIt reports the net increase in stalled accounts. An account is stalled when it stays in a stage longer than that stage’s Max Time in Stage. A new lifecycle sets 90 days for each stage. A stage with Max Time in Stage disabled adds no stalled accounts.
New At Risk AccountsIt counts stage changes into At Risk. An account that enters the lifecycle in At Risk is not counted.