If you want to send a custom message when someone registers for one of your events, purchases or renews a membership, makes a donation, or signs up for a volunteer opportunity you’ll need to follow the instructions below:
- Navigate to your Communal Manager Dashboard and on the left hand side under Settings select Custom Notifications
- Then select Create New Custom Notification and write your custom email in the Custom Notifications section and click Save
- Next, you need to tell the system which event/volunteer opportunity needs to have this message sent upon registration
- To start the process, go to Actions under Settings
- Select Create Action, title the action (for internal use only), then move through the Automation Flow
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Select the trigger:
User Subscription is for when someone buys a membershipProgram Sign Up is when someone registers for a program or event
Donation is for when someone makes a donation
Volunteer Shift is when someone sign ups for a shift
User Renewed Membership is for when users renew their yearly membership type
Booking Created is for when a booking is created in the system
Booking Request Created is for when a booking request is created in the system
- Next select the action Only When...
- Then select Custom Email
- Then select your email and click Save
- The custom email will now be sent to everyone that completes the action you chose.
- You will need to complete the above steps for each action you want a notification for. For the other notifications you want to send you are able to do so manually. Here is an instruction guide outlining the steps