CrowdChange Notifications
CrowdChange is equipped with a host of informative email notifications for each type of user role.
Here is an in-depth overview of existing notifications, their triggers, and which user roles are required to receive them.
Notification Name | Trigger | Sent To |
|---|---|---|
Related to basic fundraiser actions | ||
Fundraiser created (Welcome / Confirmation) | Fundraiser created |
|
New fundraiser created (Admin Notification) | Fundraiser created (maybe with pending approval status) |
|
Fundraiser Owner Invite | Fundraiser created |
|
Fundraiser Approved | Fundraiser approved by Admin |
|
Fundraiser Rejected | Fundraiser rejected (not approved) by Admin |
|
Fundraiser Updated (Admin Notification) | Fundraiser updated by an owner |
|
New Personal Page Created (Admin Notification) | Personal fundraising page created by a user |
|
Personal Page Created (Team Captain Notification) | Personal fundraising page created by a user within a team |
|
New Personal Page Created | Personal fundraising page created by a user |
|
Personal Page Registered | Personal fundraising page created by a user and registration paid (if “My event requires registration” option is selected in Fundraiser settings) |
|
User Invite | Personal page created by an Admin or fundraiser owner |
|
New Team Created (Admin Notification) | Team page created for fundraiser |
|
New Team Created | Team page created for fundraiser |
|
Team Captain Invite | Team page created for fundraiser |
|
Fundraiser Auto-Closed (Admin Notification) | Fundraiser closed automatically at a certain date / time (as set with the “Stop accepting funds on date” option). |
|
Fundraiser Auto-Opened (Admin Notification) | Fundraiser opened automatically at a certain date / time (as set with the “Start accepting funds on date” option). |
|
Fundraiser Managed Page Created | Personal page created through managed pages |
|
Fundraiser User Invite | User invited to manage fundraiser |
|
Fundraiser - Zero Raised | Sent when fundraiser is created but hasn’t raised any money in [x] (5/10/15) days. Only sent to Campus and HQ site types. |
|
Upcoming Event | Sent [x] (4/7) days before the event. There are 2 different templates - one for events that sell tickets, and one for regular events. Only sent to Campus and HQ site types. |
|
Fundraiser Support Message (Admin Notification) | User has a technical or refund request and clicks the Contact Us button (without addressing to the host). |
|
Fundraiser Support Message | User has a fundraiser-related question and clicks the Contact Us button (with question for the host option). |
|
Milestone Notification | Automatically sent out on set triggers. |
|
Related to additional fundraiser options | ||
Test Mode Enabled (Admin Notification) | Test mode enabled for a fundraiser (fundraiser not shown to general public) |
|
Test Mode Disabled (Admin Notification) | Test mode disabled for a fundraiser |
|
Fundraiser Archived (Admin Notification) | Fundraiser archived by a fundraiser owner (fundraiser closed and hidden from the list of fundraisers) |
|
Fundraiser restored from archive (Admin Notification) | Fundraiser restored from archive by a fundraiser owner (it will remain closed, but shown in the list of fundraisers, FO is able to re-open it as well) |
|
Fundraiser Closed (Admin Notification) | Fundraiser closed by an owner (stop collecting donations) |
|
Fundraiser Re-opened (Admin Notification) | Fundraiser re-opened by an owner (start collecting donations again) |
|
Fundraiser Deleted (Admin Notification) | Fundraiser deleted by an owner |
|
Event stopped ticket sale (Admin Notification) | Ticket sale stopped for an event by fundraiser owner (donations still collected, but tickets not available) |
|
Event re-opened ticket sale (Admin Notification) | Ticket sale re-opened for an event by fundraiser owner |
|
eCard Copy | At the same time when original eCard is sent to recipient |
|
eCard | eCard purchased & sent (Not a notification, but the eCard itself) |
|
eCard Sent |
| |
Mail Template Custom | New email template created (with Mailing List or Milestone type) |
|
Payment Link | Link for pending Offline Donation requested from interface |
|
Scanner Email | Sent out when someone invites a ticket scanner to their event |
|
Tribute Copy | At the same time as original tribute is sent to recipient (when completing a donation if purchasing cards were required) |
|
Tribute | When completing a donation if purchasing cards were required |
|
Subscription Auto-Cancelled | Recurring donations were cancelled as campaign stopped |
|
Subscription Cancelled (Admin Notification) | Recurring donations were cancelled |
|
Subscription Cancelled | Recurring donations were cancelled |
|
Subscription - Card Expiring Soon (Admin Notification) | Card linked to recurring donations will be expired soon (in * days) |
|
Subscription - Card Expiring Soon | Card linked to recurring donations will be expired soon (in * days) |
|
Subscription - Card Was Updated | Card linked to recurring donations was updated (expiry date or CVS/CVV changed) |
|
Subscription Changed (Admin Notification) | Recurring donation date was changed |
|
Subscription Changed | Recurring donation date was changed |
|
Subscription - Recurring Donation Failed (Admin Notification) | Transaction could not be processed (3 more tries then it will be cancelled) |
|
Subscription - Recurring Donation Failed | Transaction could not be processed (3 more tries then it will be cancelled) |
|
Subscription Charge Error - Cancelled (Admin Notification) | Transaction cancelled after 3 additional tries to process |
|
Subscription Charge Error - Cancelled | Transaction cancelled after 3 additional tries to process |
|
Related to reports and transactions | ||
Daily Summary | Sent out every morning (contains summary of amounts raised, teams and pages created for previous day) |
|
Monthly Summary | Sent out every 1st day of month in the morning (contains summary of amounts raised, teams and pages created for previous month) |
|
Weekly Summary | Sent out every Monday morning (contains summary of amounts raised, teams and pages created for previous week) |
|
Daily Summary (Admin Notification) | Sent out every morning (contains summary of amounts raised, teams and pages created for all Site’s fundraisers for previous day) |
|
Monthly Summary (Admin Notification) | Sent out every 1st day of month in the morning (contains summary of amounts raised, teams and pages created for all Site’s fundraisers for previous month) |
|
Weekly Summary (Admin Notification) | Sent out every Monday morning (contains summary of amounts raised, teams and pages created for all Site’s fundraisers for previous week) |
|
New Donation Received (Admin Notification) | New donation was made for a fundraiser |
|
New Donation Received | New donation was made for a fundraiser |
|
New Donation Received | New donation was made for a personal page |
|
New donation was made to your team page | New donation was made for a team page |
|
Donation was disputed for my fundraiser |
| |
Donation disputed (Admin Notification) | ||
Dispute Reverted (Admin Notification) | ||
Donation was refunded | Transaction was refunded |
|
Donation refunded (Admin Notification) | Transaction was refunded |
|
Tax Receipt Ready | Tax receipt for a certain transaction issued |
|
Tax Receipt Reissued | Tax receipt for a certain transaction re-issued |
|
Tax Receipt Voided (Admin Notification) | Tax receipt for a certain transaction voided |
|
Tax Receipt Voided | Tax receipt for a certain transaction voided |
|
Subscription - Annual Tax Receipt | Sent out in the beginning of a year from Tax Receipt report and includes attached annual tax receipt for recurring donations |
|
Subscription - Recurring Donation Receipt | Sent for every instance of a recurring donation (optional) |
|
ReportFundraisers | Admin → Report → Fundraisers Report → Excel |
|
ReportPayout | Admin → Report → Payout Report → Excel |
|
ReportRegistrations | Admin → Report → Registrations Report → Excel |
|
ReportSubscriptions | Admin → Report → Recurring Donations Report → Excel |
|
ReportSummary | Admin → Report → Summary Report → Excel |
|
ReportTaxReceipts | Admin → Report → Tax Receipts Report → Excel |
|
ReportTaxReceiptsZipFile | Admin → Report → Tax Receipts Report → Zip |
|
ReportTransactionsSummaryAdmin | Office → Transactions Report |
|
TransactionCreatedMail | Transaction created without email address |
|
TransactionCreatedOwnerFirst | The first donation was made for a fundraiser |
|
TransactionRecurring | New recurring donation was made for a fundraiser |
|
Related to Payment Processing | ||
BraintreeDisputeCreated |
| |
Payout Failed (Stripe) |
| |
Funds deposited to my bank account (Payout Paid) |
| |
Required billing info is missing |
| |
Accounts related | ||
TwoFactorCode | 2-Factor Authentication code request |
|
LoginNewLocationNotification | Office login from new location |
|
Password Reset | User requests a password reset via Log In menu |
|
Verify Notification | Verification request from user Profile or when setting up email templates (if account was not verified yet) |
|