SKIP AHEAD TO

• Creating Notifications
• Editing Notifications
• Previewing Notifications
• Deleting Notifications
• Notification FAQs

Notifications are the emails that will be sent to Campaign participants. By default, a Welcome notification is set to be sent 0 days before Campaign Start Date.

Creating Notifications

1. Click the Add Notification link
2. Select the Notification Type to select from one of the templates provided (Welcome, Reminder, Past Due, Completion)
3. Add a numerical value in the # of days field
4. Set the Scheduling Option by selecting between: # of days before start date, # of days after start date, # of days before due date, and # of days after due date
5. Customize the Subject
6. Add a Sent From Name and Sent From Email address
7. Add a Reply To email address
8. Edit or update the template to create your intended message
9. Click the Save button at the bottom of the template

Editing Notifications

To edit the Scheduling Options, the # of days, or the email body, click the pencil icon to the right of the notification you wish to edit.

Previewing Notifications

1. Click the Send To Individuals button
2. Add or update the email addresses in the Recipients box
3. Click the Send Notification button

Deleting Notifications

1. Click the Delete button
2. On the Are you sure you want to delete the notification? screen, click the Yes, I’m Sure button

Notification FAQs

• There is no “draft” stage of the Notifications, only a draft & review stage of the entire campaign. Once a Campaign Status is Active, all emails listed will be sent according to the set schedule.
• Custom templates are not stored nor are they accessible within a campaign nor from another campaign.
• The login link will be included as both a button and a URL in the emails. There is no way to alter these.
• Scheduled notifications are sent at midnight pacific time of the scheduled day.