How to configure a purchase or registration notification

Sometimes it's useful to send an email to someone when a specific registration takes place or a product is purchased. This article will show you how to use the Dashboard tools to configure this for any Event or Club.


How to access Email Notification Settings?

1 - Login to the admin Dashboard

2 - Search for the Event or Club and click on the one you want to create notifications for:

3 - Click on Configuration, and then Email Notifications

4 - Click Add Email Notification




5 - Select the type of notification you need (Admin notification VS Registrant notification)
Screenshot 2024-05-10 144926

Managing ‘Admin notification’ (purchase notice)

Why Set Up a Purchase Notice?

Purchase notifications promptly inform event or club administrators about new transactions being completed. These notifications can be configured at two levels:

    • Registration: Get notified each time someone sign up for your event or club program.
    • Products: Get notified each time someone purchase an item from your online store.

    How to Set Up a Purchase Notice?

      Screenshot 2024-05-10 150054

      Trigger type: Select 'Purchase notification'

      Purchase Type:  Choose what you'd like to get notified about: 

      • Registration: Receive an email each time someone completes a registration
      • Store item purchase: Select 'any store item from a specific store' to receive an email each time someone purchases a store item

      NOTE: If you choose the 'Store purchase' option, you must also select the store or specific item you'd like to receive notification about

      Screenshot 2024-05-10 151753

      Recipient Email: Enter the email email of the person that should receive the notification 

      Language: The parameter is set by default in two languages. If you prefer to use only one language, please select the one you wish to keep.

      Email subject: Define the subject line you prefer for purchase notifications you receive.

      Email body: Customize the content you'd like to get for each notification. You can utilize one of the template provided below in this guide if needed.

      Product Purchase notification

      Hi,
      You received a new store purchase transaction from ().
      • To access to the order details please click here
      • To download the online receipt please click here

      Registration Completion notification

      Hi,

      You’ve received a new transaction for !

      Purchaser: ()
      Registrant: ()
      Registration Category:

      For complete registration details visit


      Managing ‘Registrants notification’ (scheduled emails)

      Why Set Up Scheduled Emails?

      Scheduled Registrants Notifications are automated emails sent to all registrants X amount of time before or after the event's end date.


      How to Set Up Scheduled Registrants Emails?

      Screenshot 2024-05-10 150015

      Trigger type:  Select 'Scheduled registration notification'

      Trigger Delay: Choose the time delay in days/weeks/months.

      Event and Date: Select if the delay should apply BEFORE or AFTER the event end date.

      For eg - If the event END DATE is March 20, 2024.

      To set up an email reminder one week before, here are the configurations I need to adjust.

      Screenshot 2024-05-10 153812

      The notification email will be sent on March 13, 2024.

      Sender Email: You can use a custom 'reply-to' email, meaning that people will received the notification sent from the specified email, and can reply to it directly. We strongly advise using your event/club contact email there. 

      Language: The parameter is set by default in two languages. If you prefer to use only one language, please select the one you wish to keep.

      Email subject: Define the subject line you prefer for purchase notifications you receive.

      Email body: Customize the content you'd like to get for each notification. You can utilize one of the template provided below in this guide if needed.

      Note: the default template content is the 'purchase notification' notification content.

      Make sure to update the content to your own needs before saving! 

      Scheduled email Template 

      Template reminder: Your event is coming soon

      Hi ,

      We're excited to remind you about happening soon. As a reminder, you're registered for .

      Event Details:

      • Date & Time: [Insert Date & Time]
      • Location: [Insert Location/Platform]

      Registration Information: 

      Feel free to reach out if you have any last-minute questions or need assistance. 

      Looking forward to seeing you there!

      Warm regards,

      [Your Organization Name]

       

       

      Template Reminder: Your Annual Club Membership

      Hi ,

      It's time to renew your membership for another great year of benefits and experiences!

      Renew now: [Insert Registration Details URL for your new season]

      Should you have any questions or need further information, don't hesitate to reach out to us. We're here to assist you every step of the way.

      Thanks for being part of  our Team !

      [Your Organization Name]

       

      Template satisfaction survey

      Hi ,

      Help us serve you better! Please take a moment to complete our satisfaction survey:

      [Survey Link]

      Thanks for your time!

      [Your Organization Name]

       


      Variable list 

      It's possible to customize automatically the content based on information from the registration or product purchase. For that you have to choose the right variable to put on your notification email.

      List of available variables: Enter the tag into your email and when the email is sent it will be replaced by registrant-specific content.

       = Registrant First Name
      = Registrant Last Name
      = Registrant Email
      = Purchaser First Name
      = Purchaser Last Name
      = Purchaser Email
      = Event Name
      = Registration Category Name
      (of the category the registrant registered for)
      = Link to the registration details page
      (Accessible by ADMINS ONLY)
      = Registration summary
      (including survey answers)
      = Link to the online receipt