Setting Up General Alerts

BigSIS has a variety of email alerts your admin community can use to make sure you are notified when a change or a certain action occurs in the portal. For example, perhaps your team would like to be alerted when a new inquiry comes in, or a new online donation. There are a variety of email alerts you may set up. Here are the steps to get these set up!

NOTE: when you set up an alert you will need to tie a Distribution List to it. A distribution list is a list of users that will receive Alerts triggered by different events in BigSIS. For more information see Distribution Lists.

How to set up an Alert

1. Go to System > Settings > Alerts. 
   
   
2. Click the New button.
   
   
   
3. BigSIS has several alerts to choose from, select one from the Alert On drop-down list.
   
   
4. Now, select "Email" as the Output Type.
   
   
5. Then, select the Distribution List from the drop-down menu, this will tell BigSIS who to send the alert to.
   
   
   
6. Now, select the Send alert from Email Accunt; what email account BigSIS should send the email from. When you are finished, click the Save and Back button