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Posted July 07, 2026

Creating a Notification Trigger requires the Security Full role.

- Navigate to Home > Notifications > Notification Triggers.
- Click New.
- In the Category dropdown, select the scope: Student for triggers that operate on individual students, or Household for triggers that operate on the household record. See Notification Trigger - Household for the household scope.
- Populate Notification Settings. For more information, see Notification Trigger.
- Review Estimated Sendings at the bottom of the Notification Settings section. The statistic shows the number of emails the trigger would generate if it ran right now. A warning is displayed when the estimate exceeds the 5,000 sending limit. For more information, see Notification Trigger.
- Optionally configure suppression fields to limit how often the trigger fires. See Notification Trigger Suppression.
- In the Visible for Roles setting, specify the security roles that users must have to view the email that is sent. Note: This setting allows users to access emails from the administrative end.
- Click Save.