Design a constituent notification
Tip: When you create a notification, consider the email volume recipients will receive. For example, if you are expecting a high volume of donations on your website, you may not want to create a notification for those transactions because the recipients will receive numerous email notifications.
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1.
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From Email, click Notifications. Notifications appears. |
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Click New notification. The Select Notification Type screen appears. |
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Select whether the notification is for a constituent or a staff member. |
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In the Notification Type field, select the type of constituent notification to create. |
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To create a notification for a solicitor who receives a donation, select “Fundraiser Participant Donation Acknowledgement.” |
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To create a notification for a fundraiser team captain whose team receives a donation, select “Fundraiser Team Captain Donation Acknowledgement.” |
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To create a notification for a fundraiser team captain whose team receives a participant sign-up, select “Fundraiser Team Captain Sign-up Acknowledgement.” |
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To create a notification for a user networking member who receives a personal message from another member, select “Personal Message Notification.” |
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To create a notification for a user networking member who receives a request from another member to be in a contact list, select “Friend Request Notification.” |
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To create a notification for a user networking member who receives an invitation to join a user networking group, select “Group Invitation Notification.” |
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To create a notification for a user networking member who receives a personal message from another member sent from the directory results, select “Directory Message Notification.” |
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Click OK. The New Notification page appears and defaults to the Notification tab. |
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In the Display name field, edit the name of the notification so that users can identify it. By default, the notification type appears. |
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When you no longer want to send the notification to recipients, clear Enabled. |
Tip: As you create the notification, consider the email volume the notification will generate. For example, if you expect a high volume of donations on your website, recipients are likely to receive numerous emails from a transaction donation notification. To avoid sending a large volume of email notifications to recipients, clear Enabled to disable the notification until donation transactions return to normal.
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Under Parts, select the checkbox for each part to use the constituent notification. |
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To design the email, select the Email template tab. |
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Enter a subject in the Subject field and an email address and name in the From fields for the email message. |
Note: You cannot view the notification template in Templates. You can only access it from Notifications.
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The bottom pane displays default text for the notification. You can use this text or enter your own. To format the appearance and layout, use the HTML editor. For more information, see HTML Editor. |
Warning: Blackbaud recommends that you use inline styles, such as <div style=”background-color:Blue;”>Welcome color</div>, when you create and design the email content. Do not define classes or use external references because email vendors such as Gmailand Outlook are not guaranteed to render the styles correctly when the recipient reads the email.
To personalize the email with offline information about the constituent, add merge fields.
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To display the list of available merge fields, click Merge fields on the Insert tab in the toolbar. |
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b.
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To add a merge field to the email, double-click it or drag and drop the field in the content area. |
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In the body of the email, add fields where you want them to appear. To move a field, click and drag it. |
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Click Save. You return to Notifications. |