Coming soon to beta
Each member of the team can configure the platform notifications they would like to receive. Notifications appear on the Funraise platform dashboard. Soon, we'll additionally add the ability to receive emails for notifications.
Notification types
You can receive notifications for the most common activity and events. You'll be able to configure which notifications you'd like to receive. Notifications can be received for the following events:
New Transaction
New Donor
New SMS Message
New Fundraising Page
New Registration Order
Failed Transaction
Failed Recurring Transaction
New Task
Reassigned Task (when a Task is reassigned to you)
We've designed notifications to avoid duplicate notifications for the same event. For example, if you have activated notifications for both Failed Transaction
and Failed Recurring Transaction
, when a transaction fails, you'll receive only the most relevant notification.
Activate notifications
To activate and configure notifications, access Settings β Your Profile β Notifications β click Edit.
On the platform notification edit screen, you can choose which notifications and the alert method for each notification. Dashboard
notifications will appear on your dashboard when logged into Funraise and Email
notifications will be sent to your email address.
Release note: When notifications are released to beta, dashboard notifications will be available but email notifications will be a future enhancement.
Manage dashboard notifications
Dashboard notifications will appear in a table on your platform dashboard when you log into Funraise.
To mark a notification as read, click the blue dot at the right of the notification. Marking a notification as read will move the notification to the Archive tab.
The Archive tab will retain a limited list of your most recently archived notifications.