With Email Notifications, users can create a customizable notification every time certain actions occur on a committee account.
Table of Contents
Create a Notification
Create a Notification
Navigate to the utilities tab in your navigation bar, click into the notifications sub tab that appears below.
Once there, click the green Create Notification button located on the right-hand side of your screen.
Configure the Notification
At the top, there will be a section labeled Notification Notes. This is an optional but recommended section where you can add team-wide notes about this notification's purpose for future reference.
Next, under Manage Recipients, add the users who will receive an email notification. If you add more than one recipient, separate them by a comma.
If you want to remove a user, click the "X" by their name.
You can have one notification serve to notify your team of a host of different actions on your account, which are listed below.
For a notification to fire, the trigger must be set to Yes. As an example, see the donation trigger below:
Below is a list of available notifications and a description, an X indicates that a notification is available.
Notification Type | Description | Conduit Account | Merchant Account |
New Donation Notification | A notification is sent for every new donation. You can filter this notification by amount, campaign, or by contributor type. | X | X |
Committee Added | A notification is sent every time your committee is added to another committees page or upsell | X | X |
Low Inventory | A notification is sent every time the inventory for a bulk ordered merchandise item is low | X | X |
Depleted Inventory | A notification is sent every time the inventory for a bulk ordered merchandise item is depleted | X | X |
New Donor | A notification is sent every time a new donor donates to your committee |
| X |
New Lead | A notification is sent every time a new lead is created |
| X |
New Subscription | A notification is sent every time a new recurring subscription is created |
| X |
New Merchandise Order | A notification is sent every time a new merchandise order is created |
| X |
Report Requested | A notification is sent every time a report is requested from your account |
| X |
Once you have completed setting up your notification, click the Save button in the top right-hand corner.
Edit or Delete the Notification
Once a notification is live and active, a card will display under the Notifications tab, as shown below.
Use the toggle here if you want to set the notification as active or inactive. To edit the addresses on the notification or turn it off, click the blue Edit Notification button.
Here you can edit the email addresses that are being notified and the notification actions as well.
Please scroll down to the bottom of this page to delete the notification if you need to. Selecting the red Delete button will permanently remove the notification from the account.
Helpful Information
Related Articles:
Questions?
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