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Email Alerts for Online Sales

From Web and Sales, you can set up email alerts for online sales to notify you when website users submit orders on your web forms. You can use these alerts to track activity on your web forms and to access registrant information and sales order information outside of the program. For example, you can use alerts to monitor how quickly events fill up so that you can adjust capacity or resources as necessary, or you can use them as prompts to follow up with registrants, major donors, or other website users who submit web forms.

To set up email alerts, you specify an email address to send the alerts to and then select the types of online transactions that prompt alerts. For example, to receive alerts after online donations, include the donation transaction type so that you will receive alerts after any online sales order that includes a donation.

To set up email alerts, go to Web or Sales and click Email alerts for online sales under Configuration. The Email alerts for online sales screen appears.

In the Email address field, enter an email address to send alerts to after web form transactions.

Note: Application users can only set up email alerts for one email address per user, and they cannot set up alerts for email addresses that already receive alerts.

In the list of checkboxes, select the types of transactions to receive alerts for. You can receive alerts for ticket sales, event registrations, membership sales, and donations.

Note: The Daily admissions, Scheduled program events, and Fundraising events checkboxes all relate to events. To receive alerts when you sell tickets to program events on your program forms, select Daily admissions. To receive alerts when you sell tickets to pre-registered program events on your event registration forms, select Scheduled program events. And to receive alerts when you sell registrations to special fundraising events from Events on your event registration forms, select Fundraising events.

To view email alert settings or remove alerts for an email address, you can go to the Email alerts management page. For information, see Manage Email Alerts.