5.3 Notification Settings

The notification system allows you to define exactly how and when personalized e-mail messages are sent. You have the ability to create an index of notifications, each with a pre-defined condition, and the notification will be automatically processed every time that condition is met throughout the software.


5.3.1 Creating Notifications

You can create and manage your notifications through the Communicate->Notification Settings menu. At the bottom of the page there is a select box, allowing you to select which notification type you would like to create, which looks like:

There are several different types of notifications you can create, which are explained in the below table:

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 is useful to send welcome messages to new member, notify sponsors that a new member has joined 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. This is useful to send e-mail messages when a membership fee is approved or declined.
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 created through the Setup->Trigger Settings menu is executed.
Other	When either a payment method is added / modified, or when a new coupon code is generated.

Select the notification you would like to create, and submit the form. The first section on the next page asks for different information, depending on the notification type being created, which is explained below:


Database Modification

This section asks for different information on the database modification that must take place in order for the notification to be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Notification Name	Anything you wish.
Condition	The condition that occurred against the member
Member Status	The status the member must be, in order for the notification to be processed.
Member Type	The type the member must be, in order for the notification to be processed.

Using the above image as an example, the notification will be automatically processed every time a Gold member is created, regardless of what the member's status is.


Genealogy Modification

This section asks for different information on the genealogy modification that must take place in order for the notification to be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Notification Name	Anything you wish.
Condition	The condition that occurred within the genealogy
Member Type	The type the member must be, in order for the notification to be processed.
Program Structure	The program structure that the condition must occur in, for the notification to be processed.

Using the above image as an example, the notification will be automatically processed every time a Gold member fills the "Bonus Matrix" program structure.


Specific Transaction Added

This section asks for different information on the transaction that must be added in order for the notification to be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Notification Name	Anything you wish.
Transaction ID	The transaction that must be added to a member's account in order for the notification to be processed.
Transaction Status	The status the transaction must be, in order for the notification to be processed.
Send Notification	This is only applicable for recurring transactions, and allows you to specify which transactions the notification should be processed for. You can specify only the first transaction, only recurring transactions, or not the first transaction, but all recurring transactions.

Using the above image as an example, the notification will be automatically processed every time the ID# 109 membership fee transaction is approved. The notification will be processed for both, the first transaction and all recurring transactions.


Transaction Type Added

Asks for information on the transaction that must be added in order for the notification to be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Notification Name	Anything you wish.
Transaction Type	The type of transaction that must be added, in order for the notification to be processed.
Transaction Status	The status the transaction must be, in order for the notification to be processed.
Send Notification	This is only applicable for recurring transactions, and allows you to specify which transactions the notification should be processed for. You can specify only the first transaction, only recurring transactions, or not the first transaction, but all recurring transactions.

Using the above image as an example, the notification will be automatically processed every time a membership fee transaction is declined. The notification will only be processed for the first membership fee transaction, and no recurring transactions.


Trigger Executed

This sections asks for information on the trigger that must be executed in order for the notification to be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Notification Name	Anything you wish.
Trigger	The trigger that must be executed in order for the notification to be processed.

Using the above image as an example, the notification will be automatically processed every time the ID# 109 trigger is executed.


Other

This section asks for different information on what action must occur in order for the notification to be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Notification Name	Anything you wish.
Condtion	The condition that must occur in order for the notification to be processed.
Payment Status	Only applicable if you selected "Payment method added / updated" as the condition, and allows you to select the status of the payment method.

Using the above image as an example, the notification will be automatically processed every time a payment method is added or updated with a status of approved.


5.3.2 Recipient Information

The second section on this page asks for the 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.


5.3.3 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.