LogoLogo
Release notesHomepageTry demo
  • Welcome to B2CORE docs
  • Integrations
    • Platforms
    • Payment systems
    • KYC providers
    • Communication platforms
    • Other systems
  • Back Office guide
    • Get started
    • Clients
      • General
        • Client tab
        • Contacts tab
        • Event log tab
        • Accounts tab
        • Transactions tab
        • Finance tab
        • History tab
        • Trades tab
        • Services tab
        • Files tab
        • Settings tab
        • Advanced tab
        • Compliances tab
        • Devices tab
        • Documents tab
        • Mailing Log tab
        • Introducing brokers tab
      • Services
      • Requests
      • Accounts
      • Managers
      • Types
      • Events log
      • Jurisdictions
    • Introducing brokers
    • Finance
      • Deposits
      • Payouts
      • Deposit wallets
      • Transfers
      • Exchange
      • Transactions
      • Reports
    • Savings
      • Presets
      • Plans
    • Bonuses
      • Bonus presets
      • Bonus distribution
      • Temporary bonuses
    • Currencies
      • Currencies
      • Rates
      • Currency pairs
    • Cashback
      • MetaTrader Volume
        • Preferences tab
        • Tiers tab
    • Products
      • Products
      • Groups
      • Rights
      • Platforms
    • Promotion
      • Banners
      • Announcements
      • Dashboard
      • Menu
    • Mailing
      • Marketing
      • System
    • Ticket feedback
    • Verification
      • Levels
      • Documents
      • Document types
      • Document groups
      • Client tests
    • Investment platform
    • System
      • SMS Providers
      • Key storage
      • Deposit system
      • Payout system
      • Wizards
      • Bulk actions
      • Operation types
      • Countries
      • External connections
      • Localizations
      • Requests
      • Templates
        • Email
        • SMS
        • Slack
        • Telegram
      • Logs
      • Settings
      • Event notifications
      • Users
        • Users
        • Groups
        • Client Tags
      • Events
      • Client rights
      • Client folders
      • Backend images
      • Import data
      • Visual customization
    • Security
      • Search by IP
      • Blocked clients
      • Black lists
      • White lists
      • Transaction monitoring
      • Address whitelist
      • Email black list
    • References
      • Client statuses
      • Client request statuses
      • Transaction statuses
      • Event types for triggering event notifications for Back Office users
      • Product permissions
      • Supported currencies
      • Supported cryptocurrency payment methods
      • Block explorer list
  • How-to articles
    • Manage clients
      • How to register a new client
      • How to change a client password
      • How to disable 2FA for a client
      • How to enable internal transfers for a client
      • How to view deposit or withdrawal wallet addresses
      • How to upload files to a client profile
      • How to assign tags to clients
      • How to approve or reject client requests
      • How to create categories for the Event log
      • How to create a jurisdiction
    • Manage finances
      • How to create a deposit
      • How to create a payout
      • How to create a transfer
      • How to exchange funds
      • How to create a report
      • How to update balances
      • How to process transactions with the Partial status
    • Manage savings programs
      • How to create a savings program
        • Configure the Flexible strategy settings
        • Configure the Fixed strategy settings
    • Manage currencies
      • How to add a currency
      • How to configure currency exchange rates
      • How to add an exchange currency pair
      • How to set priorities for exchange rate providers
      • How to enable requests for exchanges in specific currency pairs
      • How to update rates in exchange requests
    • Manage bonuses
      • How to create a bonus preset
      • How to create a temporary bonus program
      • How to automatically credit bonuses to clients upon deposits
      • How to manually credit bonuses to clients
    • Manage products
      • How to create a wallet
      • How to restrict the use of a product
    • Manage platforms
      • How to integrate B2TRADER
      • How to integrate DXtrade
      • How to integrate Match-Trader
      • How to integrate MetaTrader
      • How to integrate TradeLocker
      • How to integrate OneZero and PrimeXM
      • How to enable one-click trading access from the B2CORE UI and mobile app
    • Manage cashback options
      • How to configure cashback programs for MT4 and MT5
    • Manage advertising options
      • How to create a banner
      • How to create an announcement
      • How to configure the default Dashboard
      • How to add Ticker Widget symbols to the Dashboard
      • How to configure a menu in the B2CORE UI
    • Manage mailing options
      • How to send an email
      • How to create an email template
      • How to configure SMTP
      • How to configure SendGrid
      • How to determine why clients fail to receive email notifications
    • Manage verification options
      • How to use the KYC constructor
      • How to use SumSubstance
      • How to use ShuftiPro
      • How to use iDenfy
      • How to create a client accreditation test
    • Manage system settings
      • How to set up the Registration wizard
        • How to add and configure the Registration wizard
        • How to set up fields for the Basic Information step
        • Fields supported in the Basic Information step
        • How to set up fields for the Advanced step
        • Field types and validation rules
        • How to configure the User Registration step
      • How to change the wizard workflow
      • How to block registration for a country
      • How to add or remove a language
      • How to create a request resolution type
      • How to create a request resolution
      • How to set up event notifications
      • How to set up Apple push notification
      • How to add a user group and grant permissions
      • How to add an admin user
      • How to make an admin user see only specific clients
      • How to add a manager
      • How to create a bulk action
      • How to export a CSV file with email addresses
      • How to change Back Office images
      • How to set up 2FA
      • How to import client-related data
      • How to import data related to Back Office user groups
      • How to configure a connection to Zendesk
      • How to switch from SupportPal to Zendesk
      • How to configure a connection to RudderStack
      • How to configure settings for mobile app downloads
    • Manage payment methods
      • How to add non-PSS deposit and withdrawal methods
        • How to integrate B2BINPAY
      • How to add the manual deposit or withdrawal method
      • How to add the Constructor deposit or withdrawal method
      • How to add deposit and withdrawal methods through PSS
        • How to integrate BridgerPay
        • How to integrate PayPal
        • How to integrate Paytiko
        • How to integrate Praxis
      • How to configure commissions for deposit and withdrawal methods
      • How to restrict the use of deposit and withdrawal methods
    • Manage communication platforms
      • How to configure Twilio
      • How to set up a Slack bot
      • How to set up a Telegram bot
      • How to get Telegram chat, group and channel identifiers
  • B2CORE Mobile
    • Deploying your iOS app
    • Deploying your Android app
  • B2CORE API
    • Restricted access to the API
  • Release notes
    • Release notes
    • Release notes Mobile
Powered by GitBook
On this page

Was this helpful?

  1. How-to articles
  2. Manage system settings

How to set up event notifications

PreviousHow to create a request resolutionNextHow to set up Apple push notification

Last updated 3 months ago

Was this helpful?

You can set up event notifications to be sent to through the following channels: email, SMS, Slack, or Telegram.

Prerequisites

The following prerequisites are required before setting up event notifications:

  • If you plan to send event notifications through Slack or Telegram, create and configure a corresponding bot, and then specify the bot token in the Slack bot or Telegram bot field on the System > Settings page.

    To learn how to obtain the bot tokens, refer to and .

  • If you plan to send event notifications as direct Slack or Telegram messages to Back Office users, specify for each user their Slack and Telegram identifiers in the Slack chat Id and Telegram chat Id fields on the .

    To learn how to get a user’s Telegram identifier, refer to.

  • Create notification templates for each channel through which you plan to deliver event notifications. To do this, navigate to System > Templates, and then select a channel for which you want to create templates.

    To view the examples of email, SMS, Slack, and Telegram templates, refer to.

After fulfilling the prerequisites, set up an event notification as follows:

1

Navigate to System > Event Notifications, and click +Create in the upper-right corner of the page.

2

In the Event dropdown, select an event for which you want to trigger notifications when the event occurs (for details, refer to ).

3

In the Description field, specify a short description for the event notification.

4

In the Users field, specify the email addresses of Back Office users that will receive notifications. To add all Back Office users to the list of notification recipients, click All users.

5

Enable one or several channels to deliver notifications. The available options: Email, Sms, Slack, and Telegram.

  • After enabling the Email or Sms option, expand the Template dropdown and select a notification template.

  • After enabling the Slack or Telegram option, do the following:

    • Select Private to send notifications to the recipients as direct Slack or Telegram messages.

      The messages are sent to the chats that are specified in the Slack chat Id and Telegram chat Id fields on the .

    • Select Group to send notifications to a specific group or channel.

    • In the displayed Group Id field, specify the identifier of a group or channel to which notifications will be delivered (for details, refer to ).

    • In the Template dropdown, select a notification template.

6

In the Enabled dropdown, select Enabled to send notifications after the selected event occurs.

7

Click Save to save the notification settings.

How to set up a Slack bot
How to set up a Telegram bot
How to get Telegram chat, group and channel identifiers
Templates
Event types for triggering event notifications for Back Office users
How to get Telegram chat, group, and channel identifiers
Back Office users
Back Office user details page
Back Office user details page
Email and Sms notification options
Slack and Telegram notification options
Email and Sms notification options
Slack and Telegram notification options