You must have purchased the Web Sales Module in order to use Work Flow Notifications. |
Work Flow Notifications enable you to take common situations and have messages emailed to you.
Common notifications, such as, donation sales or membership sales, can be assigned on a per campaign or membership basis. They are assigned in the setup of each:
Notifications are only created/sent when the actual transaction record is created.
Note: Creation of can be deferred for web sales to keep web sales faster. If so, then you will see the notifications when web transactions are created
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There are four steps to creating a workflow notification:
For example - New Donation Notification using the Donation Data for a Patron Data.
For example - Donation Received.
The code table entry should reflect the same types of categories available for selection as you choose for Data when you create your form letter.
For example - a patron makes a donation. The workflow notification will be sent to the email addresses selected in Step 3.
Work Flow notifications are accessed by clicking Setup >> Users and Access >> Work Flow Notification.
The Work Flow Notification list window opens.
You must have purchased the Web Sales Module to use Work Flow Notifications. |
Using Work Flow Notifications, you cab take common situations, such as donations being sold or changed, or patrons creating records via the internet, and send notification emails to certain employees who will be responsible for tracking changes to the database.
To create a new workflow notification, you perform the following steps:The Workflow notification list window opens.
These Notifications are defined in the system table Workflow Notifications. Click here for more information.
For more information about Form Letters, click here.
The Letter/email is now attached to the Notification.
These options allow you to set up and send emails to different employees for different situations. For example, not all employees will need to be notified if a donation is changed, but more will be on the list for donations being added.
If an employee does not have an email address, you will need to enter one for them to be added to a notification. Click here for Employee Setup.
You should now check your notifications are being sent.
To test the notification, you can set it to also be sent when the transaction happens in the Box Office. Then sell the ticket in the Box Office to see it right away.
If it is for web sales only, you have one more step to check. If your web transactions have been set to process at the End Of Day (which makes online sales go faster), then it will only send the email after the End Of Day.
You can check this setting in Setup>>Company Preferences>>WEB LISTENER tab. If that box is UNchecked, the notifications will go out at the End Of Day. If the box is checked, then the emails will go out as soon as the Web Listener has a moment to send them.
If the notification is not in the INBOX -- check your junk mail box. |
This will open the list of all notifications that are setup in your system.
This will open the list of all notifications that are setup in your system.
The Delete Record confirmation window will appear.
The notification is now deleted.