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Posted October 29, 2026

Notification Trigger

A Notification Trigger is a mechanism for sending automated emails when certain conditions are met. Notification triggers are used for billing reminders, birthday notifications, announcements, and other automated communications. A full list of notification trigger types is found below.

Note: Notification trigger emails go out between midnight and 7 AM local time, unless the trigger has a Deliver at time, in which case the emails are held and sent at that time. The exceptions are the Notification Trigger - Health Visit Check Out, Notification Trigger - Health Visit Parent Contact, Notification Trigger - Purchase Order Update and Notification Trigger - User Website Forums triggers, which send immediately.

Notification Trigger Types:

- Notification Trigger - Inquiry Actions (Admissions)
- Notification Trigger - Birthday (Household/Contact/Customer)
- Notification Trigger - Customer Balance Low
- Notification Trigger - Customer Billing Reminder
- Notification Trigger - Donor Pledge Payment Reminder
- Notification Trigger - Health Visit Check Out
- Notification Trigger - Health Visit Parent Contact
- Notification Trigger - Household
- Notification Trigger - Inquiry Missing Actions
- Notification Trigger - Purchase Order Update
- Notification Trigger - Staff
- Notification Trigger - Student
- Notification Trigger - Student Drop Box Teacher Feedback
- Notification Trigger - Student Gradebook Average
- Notification Trigger - Student Gradebook Score
- Notification Trigger - Student Missing Assessment
- Notification Trigger - User Website Announcements
- Notification Trigger - User Website Forums

Send Rate: Determines how often the email is sent (Daily or Weekly).
Send Day of Week: For a Weekly send rate, the day on which the trigger runs.
Deliver at: Optional time of day, in the school's local time, at which the emails are sent. The trigger still evaluates its filters and prepares the emails in the overnight run; the emails are held and delivered at this time (for example, 8:00 AM). Leave blank to send the emails during the overnight run. Each held send appears in Notifications > Notification Jobs with its delivery date and time, and can be cancelled there before it goes out. Note: merge fields in the email body are merged in the overnight run; merge fields in the email subject are sent as stored on the job.

Minimum days between fires: Determines the minimum number of days that must pass between two fires of the same trigger for the same target record. Replaces the legacy Days to Prevent Followup field.

Estimated Sendings: Estimates the number of emails the trigger would generate if it ran right now. The estimate counts the users who pass the Eligible Recipients Filter (User) and have at least one matching Merge Filter record, after suppression is applied. A run that would generate more than 5,000 sendings is blocked, and a warning is displayed when the estimate exceeds this limit so that the filters can be narrowed before the trigger runs. Note: If the estimate cannot be computed within a few seconds, ?? is displayed instead. This does not affect saving or running the trigger.

Note: Additional period-quota suppression fields (Maximum fires per, Maximum number of fires, School division for period) cap how often a trigger fires within a marking period, semester, or academic year. See Notification Trigger Suppression for the full set of suppression controls.