Design a staff 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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From Email, click Notifications. Notifications appears. |
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Click New notification. The Select Notification Type screen appears. |
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Select Staff notification. |
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In the Notification Type field, select the type of staff notification to create. |
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To create a notification for a staff member in the approval role when someone submits a Formatted Text and Images or Formatted Text and Images (Secured) part for approval, select “Part Approval – Ready for Approval Notification.” |
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To create a notification for a content author staff member whose Formatted Text and Images or Formatted Text and Images (Secured) part is approved, select “Part Approval – Published Notification.” |
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To create a notification for a content author staff member whose Formatted Text and Images or Formatted Text and Images (Secured) part is rejected, select “Part Approval – Rejected Notification.” |
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To create a notification for a staff member when a website user submits a donation, select "Transaction – Donation Notification." |
Note: The program sends this notification when a user submits a donation on the Donation Form, Payment, or Payment 2.0 parts.
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To create a notification for a staff member when a website user submits an event registration, select "Transaction – Event registration notification." |
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"To create a notification for a staff member when a website user submits a membership transaction, select "Transaction – Membership 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 Recipients, to send the notification to staff members in a role, click Add roles. The Select Roles screen appears so you can include one or more roles. |
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To send the notification to an individual staff member, enter an email address under Email addresses. |
Note: You can select to send the notification to staff members in roles instead of, or in addition to, staff members you enter email addresses for. When you enter multiple email addresses, separate them by a comma or semicolon.
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When you design a transaction notification, such as "Transaction – Donation Notification," under Parts, select the checkbox for each part to use the staff notification. |
When you design a "Part Approval" notification, such as "Part Approval – Ready for Approval Notification," under Workflows, select the checkbox for each workflow to use the staff notification.
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To design the email, select the Email templae 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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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. |