Shahi LegalFlowSuite

Set Up Email Notifications

Configure Alerts and Communication for Compliance

Email Notification Overview

Types of Notifications

Admin Notifications:

    1. New DSR requests
    2. Consent violations
    3. System alerts
    4. Compliance deadlines
    5. Security issues
    6. User Notifications:

    7. Consent confirmations
    8. DSR request updates
    9. Policy change alerts
    10. Data export ready
    11. Withdrawal confirmations
    12. System Notifications:

    13. Scan completions
    14. Backup status
    15. Update availability
    16. Error alerts
    17. Performance warnings
    18. Configure SMTP Settings

      Step 1: Access Email Settings

      `
      SLOS → Settings → Email → SMTP Configuration
      `

      SMTP Configuration:
      `json
      {
      “smtp_host”: “smtp.yourcompany.com”,
      “smtp_port”: 587,
      “smtp_secure”: “tls”,
      “smtp_auth”: true,
      “smtp_username”: “noreply@yourcompany.com”,
      “smtp_password”: “your-smtp-password”,
      “from_email”: “noreply@yourcompany.com”,
      “from_name”: “Your Company Privacy Team”,
      “reply_to”: “privacy@yourcompany.com”
      }
      `

      Step 2: Test Email Configuration

      `
      SLOS → Settings → Email → Test Configuration
      `

      Test Email:
      `json
      {
      “test_recipient”: “admin@yourcompany.com”,
      “test_subject”: “SLOS Email Test”,
      “test_message”: “This is a test email from Shahi LegalFlowSuite”
      }
      `

      Set Up Admin Alerts

      Step 1: Configure Alert Recipients

      `
      SLOS → Settings → Notifications → Admin Alerts → Recipients
      `

      Primary Recipients:
      `json
      [
      {
      “email”: “privacy@yourcompany.com”,
      “name”: “Privacy Officer”,
      “role”: “primary”,
      “alert_types”: [“all”]
      },
      {
      “email”: “legal@yourcompany.com”,
      “name”: “Legal Team”,
      “role”: “secondary”,
      “alerttypes”: [“dsrrequests”, “compliance_issues”]
      },
      {
      “email”: “it@yourcompany.com”,
      “name”: “IT Administrator”,
      “role”: “technical”,
      “alerttypes”: [“systemalerts”, “security_issues”]
      }
      ]
      `

      Step 2: Configure Alert Types

      `
      SLOS → Settings → Notifications → Admin Alerts → Alert Types
      `

      Critical Alerts (Immediate):

    19. [x] New DSR requests
    20. [x] Consent violations detected
    21. [x] Security breaches
    22. [x] System downtime
    23. [x] Data export failures
    24. Important Alerts (Daily Digest):

    25. [x] Cookie scan results
    26. [x] Compliance audit results
    27. [x] Policy update reminders
    28. [x] User consent withdrawals
    29. Informational Alerts (Weekly):

    30. [x] Performance reports
    31. [x] Usage statistics
    32. [x] Update notifications
    33. [x] Backup status
    34. Configure DSR Notifications

      Step 1: Set Up Request Notifications

      `
      SLOS → DSR Portal → Settings → Notifications
      `

      DSR Email Templates:
      `json
      {
      “request_received”: {
      “subject”: “Data Request Received – {{request_id}}”,
      “template”: “dsrrequestreceived.html”,
      “recipients”: [“user”, “admin”],
      “priority”: “high”
      },
      “verification_required”: {
      “subject”: “Verify Your Data Request – {{request_id}}”,
      “template”: “dsrverificationrequired.html”,
      “recipients”: [“user”],
      “priority”: “high”
      },
      “data_ready”: {
      “subject”: “Your Data Export is Ready – {{request_id}}”,
      “template”: “dsrdataready.html”,
      “recipients”: [“user”],
      “priority”: “normal”
      },
      “request_completed”: {
      “subject”: “Data Request Completed – {{request_id}}”,
      “template”: “dsr_completed.html”,
      “recipients”: [“user”, “admin”],
      “priority”: “normal”
      }
      }
      `

      Step 2: Customize Email Templates

      `
      SLOS → DSR Portal → Settings → Email Templates → Edit
      `

      Template Variables:
      `html

      Data Request Received

      Dear {{user_name}},

      We have received your data request (ID: {{requestid}}) on {{requestdate}}.

      Request Type: {{request_type}}

      We will process your request within {{response_time}} days.

      You will receive updates at this email address.

      Best regards,
      Your Privacy Team

      `

      Set Up Consent Notifications

      Step 1: Configure Consent Confirmations

      `
      SLOS → Consent Management → Settings → Notifications
      `

      Consent Email Settings:
      `json
      {
      “consent_confirmation”: {
      “enabled”: true,
      “subject”: “Your Privacy Preferences – {{website_name}}”,
      “template”: “consent_confirmation.html”,
      “sendonconsent”: true,
      “sendonupdate”: true,
      “include_preferences”: true
      },
      “policy_updates”: {
      “enabled”: true,
      “subject”: “Privacy Policy Updated – {{website_name}}”,
      “template”: “policyupdatenotification.html”,
      “sendtoall_users”: false,
      “sendtorecent_visitors”: true,
      “dayssincevisit”: 90
      }
      }
      `

      Step 2: Consent Withdrawal Notifications

      `
      SLOS → Consent Management → Settings → Withdrawal Notifications
      `

      Withdrawal Confirmation:
      `json
      {
      “withdrawal_confirmation”: {
      “enabled”: true,
      “subject”: “Consent Withdrawn – {{website_name}}”,
      “template”: “consent_withdrawal.html”,
      “includeaffectedcookies”: true,
      “providereconsentoption”: true
      }
      }
      `

      Configure System Alerts

      Step 1: Set Up System Monitoring

      `
      SLOS → Settings → System → Monitoring → Email Alerts
      `

      System Alert Configuration:
      `json
      {
      “error_alerts”: {
      “enabled”: true,
      “error_levels”: [“critical”, “error”],
      “frequency”: “immediate”,
      “includestacktrace”: false
      },
      “performance_alerts”: {
      “enabled”: true,
      “metrics”: {
      “responsetimethreshold”: 5000,
      “errorratethreshold”: 5,
      “memoryusagethreshold”: 80
      },
      “frequency”: “hourly_digest”
      },
      “security_alerts”: {
      “enabled”: true,
      “alert_types”: [
      “unauthorized_access”,
      “databreachattempt”,
      “suspicious_activity”
      ],
      “frequency”: “immediate”
      }
      }
      `

      Step 2: Backup Notifications

      `
      SLOS → Settings → Backups → Notifications
      `

      Backup Alert Settings:
      `json
      {
      “backup_completed”: {
      “enabled”: true,
      “subject”: “Backup Completed Successfully”,
      “recipients”: [“it@yourcompany.com”]
      },
      “backup_failed”: {
      “enabled”: true,
      “subject”: “Backup Failed – Immediate Attention Required”,
      “recipients”: [“it@yourcompany.com”, “admin@yourcompany.com”],
      “priority”: “high”
      },
      “backup_overdue”: {
      “enabled”: true,
      “subject”: “Backup Overdue”,
      “frequency”: “daily”,
      “graceperiodhours”: 24
      }
      }
      `

      Set Up Digest Emails

      Step 1: Configure Daily Digest

      `
      SLOS → Settings → Notifications → Digest Emails
      `

      Daily Digest Content:
      `json
      {
      “enabled”: true,
      “frequency”: “daily”,
      “time”: “08:00”,
      “timezone”: “America/New_York”,
      “content_sections”: [
      “dsrrequestssummary”,
      “consent_activity”,
      “compliance_alerts”,
      “system_status”,
      “upcoming_tasks”
      ],
      “include_charts”: true,
      “recipients”: [“privacy@yourcompany.com”, “admin@yourcompany.com”]
      }
      `

      Step 2: Weekly Compliance Report

      `
      SLOS → Reports → Schedule → Weekly Compliance Digest
      `

      Weekly Report:
      `json
      {
      “enabled”: true,
      “dayofweek”: “monday”,
      “time”: “09:00”,
      “report_sections”: [
      “consent_statistics”,
      “dsrprocessingsummary”,
      “complianceauditresults”,
      “cookiescansummary”,
      “system_performance”,
      “recommendations”
      ],
      “format”: “pdf”,
      “include_attachments”: true
      }
      `

      Customize Email Templates

      Step 1: Access Template Editor

      `
      SLOS → Settings → Email → Templates → Edit
      `

      Template Customization:
      `html





      {{subject}}


      {{email_content}}



      `

      Step 2: Add Branding

      `
      SLOS → Settings → Email → Branding
      `

      Branding Options:
      `json
      {
      “company_logo”: “https://yourcompany.com/logo.png”,
      “primary_color”: “#007cba”,
      “secondary_color”: “#f8f9fa”,
      “font_family”: “Arial, sans-serif”,
      “include_unsubscribe”: true,
      “custom_css”: “.custom-style { color: #007cba; }”
      }
      `

      Test Notification System

      Step 1: Send Test Notifications

      `
      SLOS → Settings → Notifications → Test → Send Tests
      `

      Test Scenarios:

    35. [x] Admin alert (DSR request)
    36. [x] User notification (consent confirmation)
    37. [x] System alert (error condition)
    38. [x] Digest email (daily summary)
    39. [x] DSR workflow emails
    40. Step 2: Verify Delivery

      `
      SLOS → Settings → Email → Logs → Delivery Status
      `

      Delivery Monitoring:

    41. Send status (success/failed)
    42. Delivery time
    43. Open rates (if tracked)
    44. Bounce notifications
    45. Spam complaints
    46. Handle Email Failures

      Step 1: Monitor Bounce Handling

      `
      SLOS → Settings → Email → Bounce Handling
      `

      Bounce Configuration:
      `json
      {
      “bounce_email”: “bounce@yourcompany.com”,
      “hardbounceaction”: “remove_recipient”,
      “softbounceaction”: “retry_later”,
      “retry_attempts”: 3,
      “retrydelayhours”: 24,
      “unsubscribeonbounce”: true
      }
      `

      Step 2: Set Up Fallback Delivery

      `
      SLOS → Settings → Email → Fallback Options
      `

      Fallback Methods:
      `json
      {
      “secondary_smtp”: {
      “enabled”: true,
      “host”: “smtp.gmail.com”,
      “username”: “backup@yourcompany.com”
      },
      “webhook_delivery”: {
      “enabled”: false,
      “url”: “https://api.yourcompany.com/email-webhook”
      },
      “sms_fallback”: {
      “enabled”: false,
      “provider”: “twilio”,
      “forcriticalalerts_only”: true
      }
      }
      `

      Optimize Email Performance

      Step 1: Rate Limiting

      `
      SLOS → Settings → Email → Rate Limiting
      `

      Rate Limit Settings:
      `json
      {
      “maxemailsper_hour”: 1000,
      “maxemailsper_day”: 5000,
      “burst_limit”: 100,
      “throttleonexceed”: true,
      “queueoverflowaction”: “discard_oldest”
      }
      `

      Step 2: Email Queuing

      `
      SLOS → Settings → Email → Queue Management
      `

      Queue Configuration:
      `json
      {
      “queue_enabled”: true,
      “maxqueuesize”: 10000,
      “processing_interval”: 60,
      “priority_levels”: [“high”, “normal”, “low”],
      “retryfailedemails”: true,
      “maxretryattempts”: 3
      }
      `

      Compliance Considerations

      Step 1: Email Consent

      `
      SLOS → Consent Management → Settings → Email Consent
      `

      Email Communication Consent:
      `json
      {
      “requireemailconsent”: true,
      “consent_categories”: [“essential”, “marketing”],
      “unsubscribe_options”: {
      “oneclickunsubscribe”: true,
      “category_unsubscribe”: true,
      “global_unsubscribe”: true
      },
      “consentwithdrawalemail”: “unsubscribe@yourcompany.com”
      }
      `

      Step 2: Data Protection

    47. Encrypt email content
    48. Anonymize user data in logs
    49. Secure SMTP credentials
    50. Regular security audits
    51. GDPR-compliant email practices
    52. Advanced Email Features

      Step 1: Email Personalization

      `
      SLOS → Settings → Email → Personalization
      `

      Personalization Options:
      `json
      {
      “user_name”: true,
      “company_name”: true,
      “request_details”: true,
      “consent_preferences”: true,
      “geographic_location”: false,
      “timebasedgreeting”: true
      }
      `

      Step 2: A/B Testing

      `
      SLOS → Settings → Email → A/B Testing
      `

      Testing Configuration:
      `json
      {
      “enabled”: true,
      “test_percentage”: 10,
      “testvariables”: [“subjectline”, “sendtime”, “templatedesign”],
      “winnercriteria”: “openrate”,
      “testdurationdays”: 7
      }
      `

      Troubleshooting Email Issues

      Common Problems

      Emails Not Sending:

    53. Check SMTP settings
    54. Verify credentials
    55. Test network connectivity
    56. Review spam filters
    57. Emails Going to Spam:

    58. Authenticate domain (SPF, DKIM, DMARC)
    59. Use reputable SMTP service
    60. Avoid spam trigger words
    61. Monitor sender reputation
    62. Template Issues:

    63. Check variable syntax
    64. Validate HTML structure
    65. Test in different email clients
    66. Review responsive design
    67. Delivery Delays:

    68. Check queue status
    69. Monitor sending limits
    70. Review rate limiting
    71. Test SMTP server performance
    72. Support Resources

      Documentation

    73. Email Configuration Guide
    74. DSR Portal Setup
    75. System Settings
    76. Help

    77. Email configuration FAQ
    78. SMTP troubleshooting guide
    79. Compliance consultation
    80. Technical support

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