Notification Settings
Cleanlist sends notifications for important events like low credit balance, enrichment completions, and payment updates. Customize what you receive and how.
Screenshot needed: The notification bell dropdown in the portal navbar — showing a few notification items (e.g., "Enrichment Complete", "Low Credits Warning") with read/unread indicators, timestamps, and the "Mark all as read" button at the bottom.
Notification Types
| Type | Priority | Description |
|---|---|---|
| Low Credits | High | Your credit balance dropped below your threshold |
| Credits Depleted | Urgent | No credits remaining |
| Enrichment Complete | Medium | A bulk enrichment or playbook step finished |
| Enrichment Failed | High | An enrichment task encountered errors |
| Subscription Renewed | Low | Your plan auto-renewed successfully |
| Payment Failed | Urgent | Payment couldn't be processed |
| New Feature | Low | Product updates and new capabilities |
Notification Preferences
Customize your settings in the portal:
| Setting | Default | Description |
|---|---|---|
| Email on Low Credits | On | Receive an email when credits drop below threshold |
| Credit Threshold | 20% | Percentage of credits remaining that triggers the alert |
| In-App Notifications | On | Show notifications in the portal notification bell |
| Daily Summary | Off | Daily email digest of activity |
| Weekly Summary | Off | Weekly email digest of activity |
How to Configure
- Click the notification bell icon in the portal header
- Click Notification Settings at the bottom of the dropdown
- Toggle preferences on/off
- Adjust the credit threshold percentage
- Changes save automatically
Screenshot needed: The notification preferences/settings panel — showing toggle switches for each setting (email on low credits, in-app notifications, daily summary, weekly summary) and the credit threshold input.
In-App Notifications
The notification bell in the portal header shows:
- Unread count badge (red circle)
- Last 50 notifications sorted by time
- Each notification shows: icon, title, message, timestamp, read/unread status
- Mark all as read and Clear all actions at the bottom
Notification Actions
Some notifications include action buttons:
- Low Credits → "Add Credits" (links to billing)
- Enrichment Complete → "View List" (links to the lead list)
- Payment Failed → "Update Payment" (links to billing portal)
Low Credit Alerts
The low credit alert system:
- Checks your balance against your threshold after every credit deduction
- Baseline: 500 credits (so 20% threshold = alert at 100 credits remaining)
- Sends email to all org members who have email alerts enabled
- Creates in-app notification
- Won't send duplicate alerts within 24 hours
Learn More
- Credit Pricing — Understand credit costs