When deploying Rattle Workflow notifications to your teams there are two different types of alerts that you can send: Visibility alerts and Action-Based alerts.
What are action-based alerts?
These alerts are intended to spark action by the recipient and are different because they have customizable action buttons added to the notifications. (i.e. new inbound leads, stuck in stage, opportunities or accounts with no activity for x amount of time, etc.). Review How to use Action Buttons for inspiration on buttons you can add.
All Rattle notifications will have a “View in SFDC” button that users can utilize to take them directly to the record referenced in the notification.
How do I best deploy these two different types of alerts?
Provide context in the opening message
Make it clear why they are receiving the alert, tag relevant users AND clearly identify the Call to Action.
Use this icon to add dynamic fields to the notification to clearly identify who is receiving the notification for action (ex. Opportunity : Owner)
Use this icon to add emojis and highlight the emotion of the notification (ex. Celebrate with applauding hands, money bag; Alert with red sirens, fearful face, etc)
Be sure to state exactly the action you want your user to take (ex. Click on View in Board button below to add your Next Steps, etc.)
See also: Opening Text Formatting
Consider the Delivery Method
Action Based Alerts are best suited for Group DMs, DMs or Rattle Private Channels. The goal of these alerts is to inspire action, so these delivery methods are more likely to trigger a notification to the recipient, and make it clear that they are being prompted to take action!
If sending action alerts via Group DM, be sure to clearly state in the opening text WHO within the Group DM should be taking the action.
Be cautious of sending too many alerts as DMs. Slack fatigue is real - sending too many action alerts to an individual’s DM can cause overwhelm, or just make it difficult to know which alerts to prioritize. A great alternative is leveraging Rattle Private Channels to create personalized, focused channels to cue recipients on the urgency and reason for alerts.
Other Best Practices:
Consider using Rattle Private Channels as an alternative delivery method (see Rattle Private Channels)
Utilize the Rattle Analytics Dashboard for accountability of action-based alerts (see Setting up your Rattle Analytics Dashboard)