How do I manage our system notifications?

Here's where we'll cover all things notifications: how you should approach them, how can you manage them and how can you make them work for you

Notifications on LoveAdmin

Home > Settings > Notifications

The whole goal of notifications is to alert you and your contacts to what's important. If you don't want an email sent out, disable it or send it to a different admin. Set fixed times for emails so you're not bombarded with messages all day. Set up new notifications to take care of messages you'd otherwise be sending manually. Using notifications, you can control:

  • What triggers send automatic emails
  • When they are sent
  • Which template is used
  • Whom they are sent to

Tip: Notifications work in tandem with your Communications tile. If you have any questions about creating or editing the email templates, view our full help article here.

What are my options?

Once in Settings > Notifications, there are a number of options for you:

  • Enabled - Select to choose whether this trigger is active or not. Unticked notifications will not send, regardless of other settings.
  • Trigger - What the trigger is. This cannot be adjusted, but you are able to add new notifications for triggers
  • When - Set the timing of your emails. Click the current setting to open your options:
    • Immediately - The notification is sent as soon as the trigger happens
    • Time - Let's you set when in the day the emails will appear
      • Choosing 10:00 would mean notification emails are sent once a day at 10:00am. allowing you to keep notifications from harassing you all day
    • Before/After - Set how far before or after the trigger, schedule or calendar entry you'd like the email sent. You could:
      • Set up an email to go out five days before an event to remind your members what they need with them
      • Send out a survey three days after an event to get feedback
      • Send an email out 7 days after the previous message was sent

Note: Some notifications require this option to function. Those are:

  • payment not initiated  (used for chasing overdue payments).
    • Set to "x day(s) After Trigger

 

  • Limit To Schedule - Choose a specific product schedule this trigger applies to
  • Limit To Product - Choose a specific product group or product this trigger applies to
  • Send To - Choose if this email gets sent to your contacts  or which admins they get sent to. If the option is grey, it will not send regardless of other settings.
    • benicon- Toggles what your members receive. Blue will mean that email gets sent to members, grey means it will not.
    • adminiconPick which admins get the emails so important messages go to those who need them. Blue is active, grey is inactive. The figure is how many admins are currently receiving the email.
  • Template - If the option is there, you can choose which email template the member receives. This is commonly locked, as the default templates contain important functionality.
  • Send By - The standard is for Emails to be selected in all categories. If E is unticked, the notification will not trigger an email.

Some Examples:

Notification Examples-1

For these three examples: 

  1. When a member submits a mandate payment, an email will immediately send to the member and to one admin.
  2. When a payment is cancelled by the payed, an email will be sent one day later to the member only. No admins will be emailed.
  3. When a payment is disputed, an email will be sent the next time it is 11am to one admin.

Adding New Notifications

Aside from controlling your existing notifications, you also have the option to add in additional notifications. These function the same as the above, but can be used to cover other triggers that you may need. Here's a list of the current possible triggers you can choose from and which category they sit in:

Calendar

after calendar

General
on birthday

Product

product invite declined

waiting list space available

Purchase and payment

on product purchase

on product sign up

overdue payment reminder