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(Beta) Platform Notifications
(Beta) Platform Notifications
Configure in-platform notifications and email notifications
Tony Sasso avatar
Written by Tony Sasso
Updated over a week ago

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.

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