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Automated Messaging
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Configure or Review your Automated Messaging settings

 

  1. Click Setup in the navigation panel
  2. In the Communications section, click Automated Messaging. A list of the available options for automated messages is displayed. See table below for further details.

  3. You may change the default message sent for each of the available options.
  4. You may also click the Do Not Send check-box for any messages, if you do not wish to be included in automatic messaging.
  5. If changes are made, click the Save button to save your changes.

 

NOTE: Refer to Create and Manage Email Templates for details on working with email templates. When a template is selected for an automated message, the   edit icon will be displayed, allowing you to access the template for editing.

 

Disable Individual Automated Messages

 

If you do not wish to send one or more of the available automated messages:

 

  1. Click Setup in the navigation panel
  2. In the Communications section, click Automated Messaging. A list of the available options for automated messages is displayed. See table below for further details.

  3. Click the Do Not Send check-box for any messages of the messages you do wish to send.
  4. Click Save.

Automated Messaging Events

Automatic messages may be configured to be sent in response to certain actions. For Example, an automated message may be sent to a new member when they have completed the Member Application Form, or, an automatic thank you message may be sent when someone registers for the event. Your database is pre-configured with automatic messages, which you may use "as-is" or customize to meet your needs.

The table below describes the automated messages available.

 

 

Event Default Template to Send Description
Auto Payment Receipt Auto Payment Receipt Sent when an automated payment has been applied to an invoice.
Certification Admin Review None This notification is sent so certification executives can do a final review and sign off prior to the cert going active. It will be sent when a certification status is set to Admin Review.
Certification Application Denied None This notification is sent when staff sets certification status to Denied.
Email Member Login Added Member or Representative On-line Access Added This notification is sent when an existing login is added to your database. 
Email Member Login Info Member or Representative Online Access Send an email notifying a contact that they can create their log-in credentials.
Email Member Login Instruction New Member Access This email will be sent when you select to send log-in instructions to a contact. See Setting up Individual's Info Hub Access.
Event Approved Event approved by staff This notification will be sent to the contact who submitted an event, once staff has approved the event.
Event Reminder Event Reminder This notification will be sent, 48 hours prior to the event, to all event registrants. This notification will only be sent if Send Reminder Email to Registrants 48 hours Prior is enabled for the event. 
Forum Comment Added None This notification will be sent, to those who have subscribed, when a new comment has been added to a forum, as staff who have subscribed to the notification. 
Forum Topic Added None This notification will be sent, to those who have subscribed, when a new topic has been added to a forum, as staff who have subscribed to the notification.  
Fundraising Pledge Added None This email is automatically sent to thank a donor, after they have submitted a one-time donation or setup a pledge. A default is not assigned, however, the Fundraising/Donation/Pledge Thank You Template is a great starting point for your thank you letter.
Gateway Verified By Customer Service None This email is automatically sent to your organization when your GrowthZone Pay gateway has been verified by Growth Zone.
Growth Zone Pay Charge Dispute Growth Zone Pay Charge Dispute This notification is sent when a GrowthZone Pay charge is disputed, It will be sent to the staff member you have identified under the gateway setup Credit Card Account/Dispute Notifications Email.
Growth Zone Pay Charge Failed Growth Zone Pay Charge Failed This notification is sent when a GrowthZone Pay charge fails. It will be sent to the staff member you have identified under the gateway setup Credit Card Account/Dispute Notifications Email.  
Invoice Payment Received Member Invoice Payment Received This notification is sent to staff when an invoice is paid on-line.
Membership Has Expired None Applies to memberships configured for Renewal Notifications only. This email will be sent • the day after the end of the Grace Period (or the day after Expiration if no Grace Period days are defined).  
Membership Is Expiring Membership Expires Soon Email Template Applies to memberships configured for Renewal Notifications only. This email notification is sent three days before the expiration date of the membership.  
Membership Renewal Reminder Membership Renewal Reminder Email Template Applies to memberships configured for Renewal Notifications only. On the Renewal Notification Date the Membership Renewal Reminder Email will be sent. This notification is sent to Active and Courtesy members that will be billed an amount for their upcoming renewal. 
Membership Renewal Thank You Membership Renewed - Thank You Template Applies to memberships configured for Renewal Notifications only. This notification is sent once the member chooses one of the renew options.  
New Form Response None This notification is sent to the individual(s) identified to receive form Response Notifications for a form. 
New Member Application Membership Application Confirmation Email This email is sent to an applicant after they have completed the membership application form.
New Representative New Contacts Created This email is sent to staff when new contacts are added by a member, via the Info Hub OR when a new contact is added from the back-office. The email is sent to those staff members subscribed to the New Person Added to an Existing Membership notifications. 
New Staff Login New Staff Invite This email is sent to a staff member you have newly added to your system. Within the email will be a link for the staff member to setup credentials to the database. 
Online Payment Receipt Online Payment Receipt This notification is sent to the contact when they pay an invoice on-line. A link to the paid invoice is included in the email.
Recurring Charge Failed Automatic Payment Failure This notification is sent to the contact when an automatic recurring charge fails. Within the email is a Please retry payment for the invoice link.
Registered Event Attendee Registered Event Attendee This email is sent to an event registrant after completion of event registration form.
Registered Event Exhibitor Registered Event Exhibitor This email is sent to an event exhibitor after completion of the exhibitor registration.
Renewal Emails Sent Renewal Emails Sent Applies to memberships configured for Renewal Notifications only. This email is sent to staff subscribed to the Renewal Emails Sent notification, when renewal emails are sent to members. 
Send Event Attendee Itinerary Event Session Itinerary Confirmation This email template will be used when you choose the option to send an event attendee their itinerary.
Task Assigned Task Assigned This email is sent to the assignee, when a task has been assigned to them.
Unregistered Event Attendee Unregistered Event Attendee This email is sent to an event registrant when his/her registration is cancelled.
Task Assigned Task Assigned This email is sent to the assignee, when a task has been assigned to them.
Web Content Approved None This notification email is sent after a staff member approves the user's web content. This notification will go to the user that submitted the content. 
Web Content Pre Expiration Notice Web Content Pre Expiration Notice This email is sent out, to the contact who submitted web content, three days prior to the expiration of the content. The email contains a link directing the contact to log-in, and extend dates if desired.
Web Content Publish Notice Web Content Published This email is sent out to those who have subscribed to web content notifications, when new web content is published.

 

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