Notification Settings
Enable/Disable Notes to Wealthbox
Log in to your White Swan Partner account.
Navigate to the partner integrations page within your White Swan dashboard. This may be accessed via the header menu.
From the Wealthbox widget, select Notification Settings.
Hover the ⓘ Information icon to learn more about each notification. Select/deselect a checkbox to enable/disable notifications. Changes are saved automatically.
Wealthbox Notification Events
| Trigger | Description |
|---|---|
New Plan Request | This event is triggered when someone starts requesting a new personal plan through one of your accounts pages. |
Plan Request Finished | This event is triggered when someone finishes requesting a new personal plan through one of your accounts pages. |
New Personal Plan | This event is triggered when a case associated with your account receives a new personal plan. |
Change Plan | This event is triggered when a case associated with your account submits a change request. |
New Application Started | This event is triggered when a case associated with your account starts an application for a plan. |
Application Finished | This event is triggered when a case associated with your account finishes an application for a plan. |
New Plan Offer | This event is triggered when a case associated with your account receives an offer for a plan. |
New Plan Delivery | This event is triggered when a case associated with your account gets a policy issued. |
New Earnings Event | This event is triggered when your White Swan account has an earnings event. |
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