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Notification Trigger
Notification Trigger
A notification trigger is a mechanism for sending automated emails when certain conditions are met.Notification triggers are used for various purposes, such as billing reminders, birthday notifications, and announcements. A full list of notification trigger types is found below.
Note
: Notification trigger emails go out between midnight at 7 am local time. The exceptions are the Purchase Order Update and
User
Website Forums triggers, which go out right away.
Notification Trigger Types:
-
Notification Trigger - Action Reminder (Admissions)
-
Notification Trigger - Birthday (Household/Contact/Customer)
-
Notification Trigger - Customer Balance Low
-
Notification Trigger - Customer Billing Reminder
-
Notification Trigger - Inquiry Missing Actions
-
Notification Trigger - Donor Pledge Payment Reminder
-
Notification Trigger - Purchase Order Update
-
Notification Trigger - Student Drop Box Teacher Feedback
-
Notification Trigger - Student Gradebook Average
-
Notification Trigger - Student Gradebook Score
-
Notification Trigger - Student Missing Assessment
-
Notification Trigger - Student
-
Notification Trigger - User Website Announcements
-
Notification Trigger - User Website Forums
Notification Trigger Settings:
Category
: notification trigger type
Require Opt In
: when unchecked, indicates that all eligible recipients receive emails by default without subscribing. If the setting is checked, users have to subscribe to receive the triggered email.
Is Active
: Determines if the notification trigger is in use.
Name
: Name of the notification trigger.
- This name needs to be a unique notification name.
- The name is shown to users for subscription purposes.
Eligible Recipients Filter (
User
)
: The
DAT Filter
that determines eligible users. This filter needs to be created in the Security module on the Manage
User
s page.
-
Recipient / Data Relationship
: This setting determines who receives the notification.
-
Action
/Assigned To
: The recommender receives a notification.
-
Advisor/Advisee
: The advisor receives a notification about the student.
-
Contact
/Self
: The contact receives a notification.
-
Customer/Invoice
: The customer receives a notification about their invoice.
-
Parent/Child
: The parent receives a notification about their child.
-
Parent/Self
: The parent receives a notification.
-
Purchase/Order
: All users involved with the purchase order receive a notification.
-
Student/ Self
: The student receives a notification.
-
User
/Self
: The user receives a notification.
Merge Filter
: Determines eligible records. Example: for Customer Balance Low, your merge filter may use criteria that the low balance must be within a specified range. Then, only users who have qualifying balances are included in the automated email.
-
Action
: This
DAT Filter
is configured in the Admissions >
Action
s > Email screen.
-
Customer Invoice
: This
DAT Filter
is configured in the Finance > AR > Customer Invoices > Email screen.
-
Household
: This
DAT Filter
is configured in the Admin > Households > Email screen.
-
Person
: This
DAT Filter
is configured in the Admin/Development > Persons > Email screen.
-
Student
: This
DAT Filter
is configured in the Admin > Students > Email screen.
-
User
: This
DAT Filter
is configured in the Security >
User
s > Email screen.
Email Template
: The email that is sent.
-
Email Template (
Action
)
: This email template is configured in the Admissions >
Action
s > Email screen.
-
Email Template (Customer Invoice)
: This email template is configured in the Finance > AR > Customer Invoices > Email screen.
-
Email Template (Household)
: This email template is configured in the Admin > Households > Email screen.
-
Email Template (Person)
: This email template is configured in the Admin/Development > Persons > Email screen.
-
Email Template (Purchase Order)
: This email template is configured in the Finance > AP > Purchase Order > Email screen.
-
Email Template (Student)
: This email template is configured in the Admin > Students > Email screen.
Email From
: From email on the email.
From Name
: From name on the email
From Prefix
: This is the part of the e-mail address that appears before the @ symbol (ex. For the email address support@pcreducator.com, the prefix is “support.”
Reply to Name
: Reply To Name on the email.
Send Rate
determines how often the email is sent.
Days to Prevent Followup
determines the number of days after a follow-up email is sent.
See also
Notification Trigger - Birthday (Household/Contact/Customer)
Notification Trigger - Student Drop Box Teacher Feedback
Notification Trigger - Donor Pledge Payment Reminder
Notification Trigger - Action Reminder (Admissions)
Notification Trigger - Student Missing Assessment
Notification Trigger - User Website Announcements
Notification Trigger - Customer Billing Reminder
Notification Trigger - Student Gradebook Average
Notification Trigger - Inquiry Missing Actions
Notification Trigger - Student Gradebook Score
Notification Trigger - Purchase Order Update
Notification Trigger - Customer Balance Low
Notification Trigger - User Website Forums
Notification Trigger - Student
DAT Filter
Gradebook
Contact
Action
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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