Overview

Notifications can considerably enhance your customer experience. Being able to decide what Notifications are important as an Email or a Push Notification to your mobile device can be a game-changer with staying up-to-date with your finances.

Life seems to run at lighting fast speed and our Notifications will keep your finances at the top of your mind by alerting you when your available to spend is getting low, if you were charged a bank fee, letting you know you got paid (woohoo!), and most importantly, to let you know how you did last month. You can even customize some of your Notifications to meet your specific needs!

How to Enable or Disable Notifications

There are three different types of Notifications: In-Product, Push, and Email. In-Product Notifications cannot be disabled, however, the other two types can.

Note: Changes made to Notifications from the Mobile App will also apply to the Web App.

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Notifications.

  3. Locate the Notification that you'd like to enable or disable and click on it.

  4. Use the toggles to enable or disable the type of Notifications that you'd like to receive.

    a. The envelope icon is for Email Notifications.

    b. The square with 3 lines icon is for Push Notifications to the Mobile App.

  5. Click Update when done.

How to Customize Your Notifications

Note: Only certain Notifications are able to be customized, typically the ones that pertain to a dollar amount or a percentage.

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Notifications.

  3. Locate the Notification that you'd like to customize and click on it.

  4. Make your customizations and click Update when done.

To learn more about managing Notifications on the Simplifi Web App, please click here!

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