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 Users 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 > Actions > 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 > Users > Email screen.

Email Template: The email that is sent.

- Email Template (Action): This email template is configured in the Admissions > Actions > 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.

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