Preferences

Novu provides a way to store user preferences in the subscribers data model. This allows subscribers to specify and manage their preferences, without your intervention. Customizing preferences has become the standard expected behavior for people and Novu can take the technical burden of managing preferences off of you.

Novu allows several levels of preferences:

• Workflow level channel preferences
• Subscriber level channel preferences
• Global level channel preferences

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Workflow level channel preferences

When creating a new workflow on the Web platform, you can specify default preferences for the subscribers in channel settings. They will be used unless the subscriber overrides them by his own custom preference.

This will allow you to create sensible defaults but still provide the user with the ability to override them. Template level preference can be managed in channel settings. All channels are ON unless specified otherwise.

Workflow Settings > Channels

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Subscriber level channel preferences

Our notification center component will show a user the available preferences, user will be able to modify on the channel level. Critical workflows will be excluded from the list. Click on cog (setting) icon on notification center component to open subscriber channel preferences page.

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Global level channel preferences

Subscribers can set global channel preferences, which override individual settings. For instance, if there are 10 workflows, and a subscriber wants to disable SMS notifications for all of them, they can do so with a single global preference.

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Get subscriber global preference

import { Novu } from '@novu/node';

const novu = new Novu('<NOVU_API_KEY>');

await novu.subscribers.getGlobalPreference("subscriberId" );

import { Novu } from '@novu/node';

const novu = new Novu('<NOVU_API_KEY>');

await novu.subscribers.getGlobalPreference("subscriberId" );

Get subscriber’s global preference API

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Update subscriber global preference

import { Novu } from '@novu/node';

const novu = new Novu('<NOVU_API_KEY>');

// enable in-app channel and disable email channel
await novu.subscribers.updateGlobalPreference("subscriberId", {
  enabled: true,
  preferences: [{
    type: "in_app"
    enabled: true
  }, {
    type: "email"
    enabled: false
  }]
});

import { Novu } from '@novu/node';

const novu = new Novu('<NOVU_API_KEY>');

// enable in-app channel and disable email channel
await novu.subscribers.updateGlobalPreference("subscriberId", {
  enabled: true,
  preferences: [{
    type: "in_app"
    enabled: true
  }, {
    type: "email"
    enabled: false
  }]
});

Update subscriber’s global preference API

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Exclude workflows from preferences (critical workflow)

In some cases, you don’t want the subscriber to be able to unsubscribe from mandatory notifications such as Account Verification, Password Reset, etc…

In those cases you can turn off the toggle Users will be able to manage subscriptions in channel settings. Workflow will become critical, once this toggle is turned OFF. By default, every workflow is non-critical and subscribers can manage channel preferences irrespective of workflow-level channel preferences. Critical workflow will not show on the subscriber preferences page.

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Get subscriber preferences

import { Novu } from "@novu/node";

const novu = new Novu("<NOVU_API_KEY>");

// 111 is subscriberId
await novu.subscribers.getPreference("111");

import { Novu } from "@novu/node";

const novu = new Novu("<NOVU_API_KEY>");

// 111 is subscriberId
await novu.subscribers.getPreference("111");

use Novu\SDK\Novu;

$novu = new Novu('<NOVU_API_KEY>');

// 111 is subscriberId
$novu->getSubscriberPreferences('111')->toArray();

​

Get subscriber preference by level

import { Novu, PreferenceLevelEnum } from '@novu/node';

const novu = new Novu('<NOVU_API_KEY>');
// Get global level preference
await novu.subscribers.getPreferenceByLevel("subscriberId", PreferenceLevelEnum.GLOBAL)

// Get template level preference
await novu.subscribers.getPreferenceByLevel("subscriberId", PreferenceLevelEnum.TEMPLATE);

import { Novu, PreferenceLevelEnum } from '@novu/node';

const novu = new Novu('<NOVU_API_KEY>');
// Get global level preference
await novu.subscribers.getPreferenceByLevel("subscriberId", PreferenceLevelEnum.GLOBAL)

// Get template level preference
await novu.subscribers.getPreferenceByLevel("subscriberId", PreferenceLevelEnum.TEMPLATE);

​

Update subscriber preference for a workflow

import { Novu, ChannelTypeEnum } from "@novu/node";

const novu = new Novu("<NOVU_API_KEY>");

// enable in_app channel
await novu.subscribers.updatePreference("subscriberId", "workflowIdentifier", {
  enabled: true,
  channel: { type: ChannelTypeEnum.IN_APP, enabled: true },
});

// enable email channel
await novu.subscribers.updatePreference("subscriberId", "workflowIdentifier", {
  enabled: true,
  channel: { type: ChannelTypeEnum.EMAIL, enabled: true },
});

import { Novu, ChannelTypeEnum } from "@novu/node";

const novu = new Novu("<NOVU_API_KEY>");

// enable in_app channel
await novu.subscribers.updatePreference("subscriberId", "workflowIdentifier", {
  enabled: true,
  channel: { type: ChannelTypeEnum.IN_APP, enabled: true },
});

// enable email channel
await novu.subscribers.updatePreference("subscriberId", "workflowIdentifier", {
  enabled: true,
  channel: { type: ChannelTypeEnum.EMAIL, enabled: true },
});

use Novu\SDK\Novu;

$novu = new Novu('<NOVU_API_KEY>');

// enable in_app channel
$novu->updateSubscriberPreference('subscriberId', 'workflowIdentfier', [
    'enabled' => true
    'channel' => [
      'type' => 'in_app',
      'enabled' => true
    ]
]);

// enable email channel
$novu->updateSubscriberPreference('subscriberId', 'workflowIdentfier', [
    'enabled' => true
    'channel' => [
      'type' => 'email',
      'enabled' => true
    ]
]);

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Order of priority of preferences

1. if Users will be able to manage subscriptions toggle is turned off i.e workflow is critical, this will override workflow level and subscriber level preferences and notification will always be sent.
2. if workflow is non critical and subscriber has false value set for enabled field in preference then all other channels will become inactive even if they have true state.
3. if workflow is non critical and subscriber has true value set for enabled field in preference then notification will be filtered based on subscriber channel preference.
4. Workflow level channel preferences will be applied to all subscribers by default unless subscriber overrides them.

Example

1. For First Workflow, critical is false, enabled is true, in_app, email, push channels are true and sms, chat channels are false. As per above order of priority of preferences, notification will be filtered as per the subscriber preferences. The subscriber will receive in-app, email and push notifications, but not receive sms and chat notifications.

2. For Second Workflow, critical is false, enabled is false, all channels are true. As per above order of priority of preferences, subscriber will not receive any type of notification because all channels become disabled due to false value of enabled field.

3. For Third Workflow. critical is true, enabled is false, email, chat channels are false and the other three channels are true. As per above order of priority of preferences, subscriber will receive all type of notifications as this workflow is critical.

{
  "template": {
    "_id": "firstWorkflowIdentifier",
    "name": "First Workflow",
    "critical": false
  },
  "preference": {
    "enabled": true,
    "channels": {
      "in_app": true,
      "email": true,
      "sms": false,
      "push": true,
      "chat": false
    }
  }
}

{
  "template": {
    "_id": "firstWorkflowIdentifier",
    "name": "First Workflow",
    "critical": false
  },
  "preference": {
    "enabled": true,
    "channels": {
      "in_app": true,
      "email": true,
      "sms": false,
      "push": true,
      "chat": false
    }
  }
}

{
  "template": {
    "_id": "secondWorkflowIdentifier",
    "name": "Second Workflow",
    "critical": false
  },
  "preference": {
    "enabled": false,
    "channels": {
      "in_app": true,
      "email": true,
      "sms": true,
      "push": true,
      "chat": true
    }
  }
}

{
  "template": {
    "_id": "thirdWorkflowIdentifier",
    "name": "Third Workflow",
    "critical": true
  },
  "preference": {
    "enabled": false,
    "channels": {
      "in_app": true,
      "email": false,
      "sms": true,
      "push": true,
      "chat": false
    }
  }
}

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API

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Frequently Asked Questions