Configure Notifications for Online Transactions (Plug-Ins and Pages)
- You can turn on/off internal/administrative notifications to your staff when visitors to your website complete various types of online transactions (via our WordPress Plug-Ins and Pages). To configure these notifications, click on Main Menu: Website Integrations: Configurations: Admin Notifications.
- Click the check box next to all of the notifications you wish to receive and enter one or more internal/staff email addresses in the box underneath each selected notification of the staff who should receive that notification (separate multiple email addresses by a comma).
- Contact Has New Relationship - when a user signs up for an event online and the event's registration form includes the "attendee's relationship to registrant" field, this notification will be triggered notifying staff the contact has added a new relationship to their record. This may result in the need for some manual updates to the contact's relationships as the new relationship may need to be associated to the other existing relationships. For example, If Sally and John are in your CRM as husband wife, and Sally registers their daughter Milly for a summer camp program, Milly and Sally become associated in your CRM. However, John and Milly do not automatically get any kind of relationship - you will need to go in and add that relationship. This notification triggers an alert that this action needs to be taken. Note: You can configure the content of this email by going to Main Menu: Website Integrations: Notifications: Website Integrations and finding the New Relationship Created notification in the list.
- New Member Notification - notifies staff when someone purchases a membership on your website. Note: You can configure the content of this email by going to Main Menu: Membership: Notifications: Membership and finding the New Member (NM1) notification in the list.
- New Member Notification When Approval is Required - if you have configured any membership levels to require staff approval of the membership application/request, this notification will trigger when someone purchases that membership level and their approval is pending. Note: You can configure the content of this email by going to Main Menu: Membership: Notifications: Membership and finding the New Member (NM2) notification in the list.
- New Profile Created - this notification triggers every time someone creates a public profile/log-in to your website. This only applies when you have public profiles turned on/enabled. Note: you can configure the Sender Name and Sender Email and subject line of this email by going to Main Menu: Website Integrations: Email Notifications: System. However, the content of this email does not send (this is a special notification that works a bit differently than others. The content of the email is the invoice/payment receipt, NOT what you put in the body of the email. However, the other settings apply (sender name, sender email, subject line, internal ccs).
- Newsletter Sign Up Notification - triggered every time someone signs up online for your newsletter list(s). Note: you can configure the content of this email by going to Main Menu: Website Integrations: Notifications: Website Integration and finding the Newsletter Signup Notification email in the list.
- On Cart Checkout - triggered every time an online transaction is completed (event registration, membership purchase, membership renewal, donation, and/or e-Store purchase. Please note: online pledges do NOT trigger the On Cart Checkout notification at this time), even if the transaction is $0/free. This notification will send the staff indicated a copy of the invoice/payment receipt. Note: you can configure the email subject line and send name and email address of this notification from Main Menu: Website Integrations: Notifications: Website Integration and finding the Checkout Notification email in the list.
- Contact Has New Relationship - when a user signs up for an event online and the event's registration form includes the "attendee's relationship to registrant" field, this notification will be triggered notifying staff the contact has added a new relationship to their record. This may result in the need for some manual updates to the contact's relationships as the new relationship may need to be associated to the other existing relationships. For example, If Sally and John are in your CRM as husband wife, and Sally registers their daughter Milly for a summer camp program, Milly and Sally become associated in your CRM. However, John and Milly do not automatically get any kind of relationship - you will need to go in and add that relationship. This notification triggers an alert that this action needs to be taken. Note: You can configure the content of this email by going to Main Menu: Website Integrations: Notifications: Website Integrations and finding the New Relationship Created notification in the list.
- When you are done, click the blue Save button in the lower right hand corner to save your changes.
- Please Note: There are many other notifications related to online transactions that you can configure in the system at Main Menu: Website Integrations: Notifications: Website Integrations. You should go through the entire list of notifications and turn off any you do not want to use/have triggered and configure the ones that you do (sender name, sender email address, subject line, content, and/or internal CCs).
Comments
0 comments
Article is closed for comments.