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
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.
New Donation Notification
A notification is sent every time your committee is added to another committees page or upsell
A notification is sent every time the inventory for a bulk ordered merchandise item is low
A notification is sent every time the inventory for a bulk ordered merchandise item is depleted
A notification is sent every time a new donor donates to your committee
A notification is sent every time a new lead is created
A notification is sent every time a new recurring subscription is created
New Merchandise Order
A notification is sent every time a new merchandise order is created
A notification is sent every time a report is requested from your account
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.
Our team is happy to assist! Feel free to reach out by clicking the red chat box at the bottom right hand corner of your screen.