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Understanding Notifications and Alert Types

Overview

Notifications in Humanitru keep you informed about important events, actions, and system updates. This guide explains notification types and how to manage them.

Part 1: What Are Notifications?

Notifications are automated alerts triggered by Actions in Humanitru. They keep you informed and help you stay on top of important constituent interactions.

  • Real-time alerts for important Actions
  • Customizable by user role and preferences
  • Can trigger email alerts

Notification Details View

Part 2: Notification Types

Action Notifications

Alerts when Actions are recorded in your system:

  • New Donation Action recorded
  • Donation amount over threshold (e.g., > $5,000)
  • Donation from new constituent

Campaign Notifications

Alerts for campaign activities:

  • Campaign used for Action

Tag Notifications

Reminders for actions with specific Tags

Part 3: Notification Delivery Methods

Humanitru supports multiple delivery channels:

  • Email Notifications: Sent to your registered email address
  • SMS Notifications: Text message alerts (if enabled)
Part 4: Notification Preferences

Customize which notifications you receive and how:

  1. Navigate to the Notifications tab
  2. Click “+ Create Notification”
  3. Set frequency (Action Created or Recurring Digest)
  4. Choose delivery method (text, email, both)
  5. Click "Save" button
Part 5: Managing Your Notifications

Stay organized with notification management:

  • View all notifications in your Notification tab
  • Delete notifications when no longer needed
Pro Tips
  • Set up email notifications for high-priority events (gifts over $1,000).