Understanding the PublishPress Planner Notification Options

This image below shows the main screen for notifications in PublishPress Planner. Scroll down for an explanation of each area of the screen:

When to notify? #

This area allows you to choose the two ways in which the workflow can be activated.

  • When an editorial comment is added
  • When the content is moved to a new status

For example, in the following image, notifications will be sent when content is moved from the “Pitch”, “Assigned” or “In Progress” status to the “Published” status.

Filter the content? #

This area allows you to choose which content will trigger the notifications.

In this next image, notifications will be triggered only for Posts in the “Uncategorized” category.

Who to notify? #

This image shows the area of the screen where you select which users received notifications:

Here are explanations for these options:

What To Say? #

This area allows you to control the content of the notifications. The content sent in the notifications can easily be customized. The notifications support HTML for email and plain-text for Slack notifications.

You can add dynamic information to the Subject or Body text using shortcodes following the format explained in this documentation article.

Where To Notify? #

Each user can decide where to receive the notification, or they can mute the notification. By default, the notifications are sent by email. But you can extend that using add-ons like Slack for PublishPress Planner.

These options can be configured in the user's profile:

These 4 features are all required #

PublishPress Planner does require you to make a selection for all 4 options in a Notification Workflow. For example, if you don't make a choice for the “For which content?” option, you will see this messages.