Automated Messaging

Cheri Petterson

Jun 29, 2023

4718

GrowthZone is configured with many automated messages that get sent by the system when a certain action or trigger occurs. For example, when someone registers for an event, the system automatically sends a registration confirmation to the contact with the event information and registration details. When someone pays an invoice online with a credit card, they will receive an automatic receipt with the card and charge details. Most automated messages are global, meaning the same email template is used regardless of where the trigger action originated (all event confirmations use the same template, all credit card payment receipts use the same template, etc.). We encourage you become familiar with the automated message events, to review your automated messaging, to customize the email templates (be cautious when removing merge fields!), and to disable any messaging you don't wish to go out to your members.

Configure or Review your Automated Messaging settings

Click Setup in the navigation panel
In the Communications section, click Automated Messaging. A list of the available options for automated messages is displayed. See table below for further details. The category of the automated message is displayed along with the event that triggers the message to be sent, the selected email template of the message, whether the message is enabled to be sent, and an edit option.
Click the black edit icon to change the options for any automated message.

To disable the message, clear the box for the Send option. The system will no longer send out any messaging for this trigger.
You may change the template used for the automated message by selecting a different template from the drop down menu, OR...
You can edit the template used for the automated message by clicking the gray edit icon . This will open the Email Template window and allow you to make any changes. Refer to Create and Manage Email Templates for details on working with email templates.
If you make any changes to the email template, click the Done button to save.
Click Done again to save any changes to the template or settings.

Disable Individual Automated Messages

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

Click Setup in the navigation panel
In the Communications section, click Automated Messaging. A list of the available options for automated messages is displayed. See table below for further details.
Click the black edit icon to change the options for any automated message.
To disable the message, clear the box for the Send option. The system will no longer send out any messaging for this trigger.
Click Done to 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 certification 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. NOTE: If using oAuth SSO, this option MUST be enabled in order for applicants to receive emails during the user setup process.
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.