Next you need to create all needed notifications that will automatically send out personalized e-mail messages at the appropriate times. The notification system is very flexible, allowing you to define a specific condition for each notification. Every time that condition occurs, the e-mail message will be automatically sent out.

4.12.1 Create Notifications

To start, go to the Communicate->Notification Settings menu. The bottom of the page allows you to create a new notification. There are six different types of notifications you can create, which are:

Notification Type

Description

Database Modification

Used for general database actions, such as when members are created / deleted, when their member type changes, and so on. This notification type is for things such as new member welcome messages, to notify the sponsor when a member joins under them, and so on.

Genealogy Modification

Used for modifications to the downline, such as when a downline position is created / deleted, and when a member fills their matrix.

Specific Transaction Added

When a specific transaction is processed, that you created through the Transaction->Transaction Settings menu.

Transaction Type Added

When one of the internal transaction types is added to the database, such as any membership fee transaction, and commission fee transaction, and so on.

Trigger Executed

When a trigger is executed that you created through the Setup->Trigger Settings menu.

Other

When other miscellaneous actions occur such as when a coupon code is generated, or payment method added.

Notification Type	Description
Database Modification	Used for general database actions, such as when members are created / deleted, when their member type changes, and so on. This notification type is for things such as new member welcome messages, to notify the sponsor when a member joins under them, and so on.
Genealogy Modification	Used for modifications to the downline, such as when a downline position is created / deleted, and when a member fills their matrix.
Specific Transaction Added	When a specific transaction is processed, that you created through the Transaction->Transaction Settings menu.
Transaction Type Added	When one of the internal transaction types is added to the database, such as any membership fee transaction, and commission fee transaction, and so on.
Trigger Executed	When a trigger is executed that you created through the Setup->Trigger Settings menu.
Other	When other miscellaneous actions occur such as when a coupon code is generated, or payment method added.

Select the notification type you could like to create, and submit the form. The next page asks for different information on the new notification:

Condition Information

This section asks for different information, allowing you to specify exactly when the notification will be automatically sent. Complete these fields with the desired information, and every time that action occurs, the notification will be automatically sent. For full details on this section, and a description of every field, please read Section 5.3 Notification Settings.

Recipient Information

The second section asks for recipient information, and looks like:

This section allows you to select exactly who will receive the e-mail message, when the notification is processed. The recipients are relative to the member who the notification is being processed against. For example, with the above image, if a new member is created the e-mail message would be sent to the new member's placement sponsor and upline.

Several of the options ask for a program structure as well. This means the selected genealogy information will be taken from the selected program structure.

Sender Information

The last section on this page asks for the sender information, and looks like:

This section allows you to specify who the sender of the e-mail message is. Simply select who you would like placed in the 'From:' line of the e-mail message, and submit the form to continue. The next page allows you to specify the contents of the e-mail message, and looks like:

Enter the contents of the e-mail message in the provided box. You may personalize the e-mail message by using merge fields. At the top of the screen, there are several boxes containing various fields that the e-mail message can be personalized with. Click on one of the fields, and the needed merge field will be automatically placed inside the contents of the e-mail message. When the e-mail message is sent, the merge field will be automatically replaced with the appropriate personalized information.

Once you've entered the contents of the e-mail message, submit the form to save the notification. Continue creating notifications as described above, until you have created all desired notifications for your business.

4.12.2 Password Reminder Message

You should also specify contents for the password reminder e-mail message that is sent when members request their password be e-mailed to them. Go to the Communicate->Notification Settings menu, and click on the "View Details" link for the System Notifications. The only e-mail message contained in this section is the password reminder message, which you can edit.