Notification Setup

Get notified about leads, follow-ups, and important events via Discord, Slack, or email. Set up once and never miss an opportunity.

Notification Options

Discord Setup

Discord is a free messaging app with excellent mobile notifications. Perfect for getting instant alerts about new leads.

Step 1: Create a Discord Server (if needed)

If you don't have a Discord account or server:

1. Download Discord from discord.com/download
2. Create an account
3. Click the + button to create a new server
4. Choose "Create My Own" → "For me and my friends"
5. Name it something like "My Business Notifications"

Step 2: Create a Channel for Notifications

1. In your server, click the + next to "Text Channels"
2. Name it #leads or #studioflows
3. Click Create

Step 3: Create a Webhook

1. Right-click on your notification channel
2. Click Edit Channel
3. Go to Integrations in the left sidebar
4. Click Webhooks
5. Click New Webhook
6. Name it "StudioFlows" (optional: add an avatar)
7. Click Copy Webhook URL

Step 4: Add Webhook to StudioFlows

1. Go to Lead Follow-up → Settings in StudioFlows
2. Select Discord as your notification method
3. Paste your webhook URL
4. Click Test Notification to verify
5. Save your settings

What Discord Notifications Look Like

When you receive a notification, you'll see:

• Lead name and contact info
• Which follow-up number it is (e.g., "Follow-up 2 of 5")
• Quick link to view the lead in your dashboard
• Timestamp

Mobile Notifications

To get notifications on your phone:

1. Download the Discord mobile app
2. Log in with the same account
3. Go to Settings → Notifications
4. Enable push notifications
5. For your notification channel, ensure notifications are set to "All Messages"

Slack Setup

Slack is great if you already use it for business communication.

Step 1: Create a Slack App

1. Go to api.slack.com/apps
2. Click Create New App
3. Choose From scratch
4. Name it "StudioFlows"
5. Select your workspace
6. Click Create App

Step 2: Enable Incoming Webhooks

1. In your app settings, go to Incoming Webhooks
2. Toggle Activate Incoming Webhooks to On
3. Click Add New Webhook to Workspace
4. Select the channel for notifications (e.g., #leads)
5. Click Allow
6. Copy the Webhook URL

Step 3: Add Webhook to StudioFlows

1. Go to Lead Follow-up → Settings in StudioFlows
2. Select Slack as your notification method
3. Paste your webhook URL
4. Click Test Notification
5. Save your settings

Slack Webhook URL Format

Your Slack webhook URL should look like:

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

If it doesn't start with https://hooks.slack.com/services/, something went wrong in the setup.

Email Setup

The simplest option—just use your email address.

Step 1: Configure Email Notifications

1. Go to Lead Follow-up → Settings in StudioFlows
2. Select Email as your notification method
3. Enter your email address (defaults to your account email)
4. Click Test Notification
5. Save your settings

Avoiding Spam Filters

To ensure you receive notifications:

1. Add notifications@studioflows.app to your contacts
2. Check spam/junk folder after test notification
3. Mark StudioFlows emails as "Not Spam" if found there
4. In Gmail, create a filter to never send to spam

Gmail Filter Setup

1. In Gmail, click the gear icon → See all settings
2. Go to Filters and Blocked Addresses
3. Click Create a new filter
4. In "From", enter: notifications@studioflows.app
5. Click Create filter
6. Check "Never send to Spam"
7. Check "Categorize as: Primary" (optional)
8. Click Create filter

Notification Types

StudioFlows can notify you about:

Configure which notifications you receive in Settings → Notifications.

Notification Timing

When Do Notifications Send?

• New leads: Immediately when captured
• Follow-up reminders: At 9 AM in your timezone on the scheduled day
• Post notifications: When the post publishes or fails
• Weekly summary: Monday at 9 AM

Changing Notification Time

1. Go to Settings → Notifications
2. Find Daily notification time
3. Select your preferred time
4. Save changes

Quiet Hours

Don't want notifications at night? Set quiet hours:

1. Go to Settings → Notifications
2. Enable Quiet Hours
3. Set start time (e.g., 9 PM) and end time (e.g., 8 AM)
4. Notifications during quiet hours are held until they end

Multiple Notification Channels

Want notifications in multiple places? You can:

• Set different methods for different notification types
• Use Discord for instant alerts + email for weekly summary
• Set up multiple Discord webhooks for different channels

Troubleshooting

Not receiving Discord notifications

1. Test the webhook: Click "Test Notification" in settings
2. Check webhook URL: Make sure it's the full URL starting with https://discord.com/api/webhooks/
3. Verify channel: Check the webhook is set to the correct channel
4. Check Discord permissions: Ensure the webhook has permission to post
5. Regenerate webhook: If still not working, create a new webhook

Not receiving Slack notifications

1. Test the webhook: Click "Test Notification" in settings
2. Check URL format: Should start with https://hooks.slack.com/services/
3. App still active: Check the app wasn't removed in Slack
4. Channel exists: Verify the channel wasn't deleted or renamed
5. Regenerate webhook: Create a new webhook if needed

Not receiving email notifications

1. Check spam folder: Most common issue
2. Verify email address: Make sure it's correct in settings
3. Add to contacts: Add notifications@studioflows.app
4. Check email provider: Some providers (like company email) may block external senders
5. Try different email: Test with a Gmail or personal email

Test notification works but real ones don't

• Check notification settings: Ensure the specific notification type is enabled
• Check quiet hours: Make sure you're not in quiet hours
• Check timezone: Verify your timezone is set correctly
• Wait for trigger: Some notifications only fire on specific events

Best Practices

For Discord

• Create a dedicated server for business notifications
• Use separate channels for different notification types (#leads, #social, #billing)
• Set notification preferences per channel to control what alerts you
• Install the mobile app for on-the-go notifications

For Email

• Use a dedicated email address for business notifications
• Set up filters to organize StudioFlows emails
• Consider email-to-SMS services if you want text alerts

General Tips

• Test your notifications after any settings change
• Set appropriate quiet hours so you're not disturbed at night
• Review notification settings periodically—disable what you don't need
• Keep webhook URLs secure and regenerate if compromised