Setting Up Notification: Recurring Digest

The notification Recurring Digest consolidates multiple notifications into scheduled emails, reducing notification fatigue while keeping your team informed.

Recurring Digest Configuration

Digests are periodic email summaries of notifications, configured for individuals or teams:

• Consolidate multiple notifications into a single email
• Customizable schedule (daily, weekly, or monthly)

Benefit: Reduces email volume while maintaining visibility into important events.

1. Navigate to the Notifications tab
2. Click "+ Create Notification"
3. Choose frequency: Daily, Weekly, Monthly
4. Choose Action types to include
5. Click "Save"

1. Avoid creating too many digests—consolidate when possible
2. Review digest content quarterly to ensure it remains relevant
3. Adjust filters based on season (more gift notifications during giving season)
4. Communicate digest content to recipients so they know what to expect

• Use multiple digests at different times for different priority levels (urgent alerts immediately, routine updates in daily digest).
• Create role-based digests (one for fundraisers, one for administrators, one for leadership).
• Test digest configuration with a small group before rolling out organization-wide.
• Delete old digests you no longer use to keep your digest management clean.