CrowdChange is equipped with a host of informative email notifications for each type of user role.
Here is an in-depth overview of existing notifications, their triggers, and which user roles are required to receive them.
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Notification Name |
Trigger |
Sent To |
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Related to basic fundraiser actions
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Fundraiser created (Welcome / Confirmation) |
Fundraiser created |
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New fundraiser created (Admin Notification) |
Fundraiser created (maybe with pending approval status) |
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Fundraiser Owner Invite |
Fundraiser created |
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Fundraiser Approved |
Fundraiser approved by Admin |
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Fundraiser Rejected |
Fundraiser rejected (not approved) by Admin |
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Fundraiser Updated (Admin Notification) |
Fundraiser updated by an owner |
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New Personal Page Created (Admin Notification) |
Personal fundraising page created by a user |
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Personal Page Created (Team Captain Notification) |
Personal fundraising page created by a user within a team |
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New Personal Page Created |
Personal fundraising page created by a user |
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Personal Page Registered |
Personal fundraising page created by a user and registration paid (if “My event requires registration” option is selected in Fundraiser settings) |
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Personal Page Deleted |
Personal fundraising page deleted by a user |
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Personal Page Restored |
Personal fundraising page restored by an admin |
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User Invite |
Personal page created by an Admin or fundraiser owner |
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New Team Created (Admin Notification) |
Team page created for fundraiser |
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New Team Created |
Team page created for fundraiser |
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Team Deleted |
Team fundraising page deleted by a user |
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Team Restored |
Team fundraising page restored by an admin |
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Team Captain Invite |
Team page created for fundraiser |
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Fundraiser Auto-Closed (Admin Notification) |
Fundraiser closed automatically at a certain date / time (as set with the “Stop accepting funds on date” option). |
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Fundraiser Auto-Opened (Admin Notification) |
Fundraiser opened automatically at a certain date / time (as set with the “Start accepting funds on date” option). |
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Fundraiser Managed Page Created |
Personal page created through managed pages |
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Fundraiser User Invite |
User invited to manage fundraiser |
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Fundraiser - Zero Raised |
Sent when fundraiser is created but hasn’t raised any money in [x] (5/10/15) days. Only sent to Campus and HQ site types. |
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Upcoming Event |
Sent [x] (4/7) days before the event. There are 2 different templates - one for events that sell tickets, and one for regular events. Only sent to Campus and HQ site types. |
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Fundraiser Support Message (Admin Notification) |
User has a technical or refund request and clicks the Contact Us button (without addressing to the host). |
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Fundraiser Support Message |
User has a fundraiser-related question and clicks the Contact Us button (with question for the host option). |
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Milestone Notification |
Automatically sent out on set triggers. |
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Related to additional fundraiser options
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Test Mode Enabled (Admin Notification) |
Test mode enabled for a fundraiser (fundraiser not shown to general public) |
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Test Mode Disabled (Admin Notification) |
Test mode disabled for a fundraiser |
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Fundraiser Archived (Admin Notification) |
Fundraiser archived by a fundraiser owner (fundraiser closed and hidden from the list of fundraisers) |
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Fundraiser restored from archive (Admin Notification) |
Fundraiser restored from archive by a fundraiser owner (it will remain closed, but shown in the list of fundraisers, FO is able to re-open it as well) |
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Fundraiser Closed (Admin Notification) |
Fundraiser closed by an owner (stop collecting donations) |
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Fundraiser Re-opened (Admin Notification) |
Fundraiser re-opened by an owner (start collecting donations again) |
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Fundraiser Deleted (Admin Notification) |
Fundraiser deleted by an owner |
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Event stopped ticket sale (Admin Notification) |
Ticket sale stopped for an event by fundraiser owner (donations still collected, but tickets not available) |
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Event re-opened ticket sale (Admin Notification) |
Ticket sale re-opened for an event by fundraiser owner |
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eCard Copy |
At the same time when original eCard is sent to recipient |
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eCard |
eCard purchased & sent (Not a notification, but the eCard itself) |
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eCard Sent |
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Mail Template Custom |
New email template created (with Mailing List or Milestone type) |
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Payment Link |
Link for pending Offline Donation requested from interface |
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Scanner Email |
Sent out when someone invites a ticket scanner to their event |
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Tribute Copy |
At the same time as original tribute is sent to recipient (when completing a donation if purchasing cards were required) |
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Tribute |
When completing a donation if purchasing cards were required |
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Subscription Auto-Cancelled |
Recurring donations were cancelled as campaign stopped |
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Subscription Cancelled (Admin Notification) |
Recurring donations were cancelled |
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Subscription Cancelled |
Recurring donations were cancelled |
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Subscription - Card Expiring Soon (Admin Notification) |
Card linked to recurring donations will be expired soon (in * days) |
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Subscription - Card Expiring Soon |
Card linked to recurring donations will be expired soon (in * days) |
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Subscription - Card Was Updated |
Card linked to recurring donations was updated (expiry date or CVS/CVV changed) |
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Subscription Changed (Admin Notification) |
Recurring donation date was changed |
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Subscription Changed |
Recurring donation date was changed |
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Subscription - Recurring Donation Failed (Admin Notification) |
Transaction could not be processed (3 more tries then it will be cancelled) |
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Subscription - Recurring Donation Failed |
Transaction could not be processed (3 more tries then it will be cancelled) |
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Subscription Charge Error - Cancelled (Admin Notification) |
Transaction cancelled after 3 additional tries to process |
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Subscription Charge Error - Cancelled |
Transaction cancelled after 3 additional tries to process |
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Related to reports and transactions
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Daily Summary |
Sent out every morning (contains summary of amounts raised, teams and pages created for previous day) |
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Monthly Summary |
Sent out every 1st day of month in the morning (contains summary of amounts raised, teams and pages created for previous month) |
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Weekly Summary |
Sent out every Monday morning (contains summary of amounts raised, teams and pages created for previous week) |
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Daily Summary (Admin Notification) |
Sent out every morning (contains summary of amounts raised, teams and pages created for all Site’s fundraisers for previous day) |
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Monthly Summary (Admin Notification) |
Sent out every 1st day of month in the morning (contains summary of amounts raised, teams and pages created for all Site’s fundraisers for previous month) |
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Weekly Summary (Admin Notification) |
Sent out every Monday morning (contains summary of amounts raised, teams and pages created for all Site’s fundraisers for previous week) |
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New Donation Received (Admin Notification) |
New donation was made for a fundraiser |
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New Donation Received |
New donation was made for a fundraiser |
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New Donation Received |
New donation was made for a personal page |
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New donation was made to your team page |
New donation was made for a team page |
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Donation was disputed for my fundraiser |
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Donation disputed (Admin Notification) |
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Dispute Reverted (Admin Notification) |
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Donation was refunded |
Transaction was refunded |
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Donation refunded (Admin Notification) |
Transaction was refunded |
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Tax Receipt Ready |
Tax receipt for a certain transaction issued |
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Tax Receipt Reissued |
Tax receipt for a certain transaction re-issued |
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Tax Receipt Voided (Admin Notification) |
Tax receipt for a certain transaction voided |
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Tax Receipt Voided |
Tax receipt for a certain transaction voided |
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Subscription - Annual Tax Receipt |
Sent out in the beginning of a year from Tax Receipt report and includes attached annual tax receipt for recurring donations |
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Subscription - Recurring Donation Receipt |
Sent for every instance of a recurring donation (optional) |
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ReportFundraisers |
Admin → Report → Fundraisers Report → Excel |
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ReportPayout |
Admin → Report → Payout Report → Excel |
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ReportRegistrations |
Admin → Report → Registrations Report → Excel |
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ReportSubscriptions |
Admin → Report → Recurring Donations Report → Excel |
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ReportSummary |
Admin → Report → Summary Report → Excel |
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ReportTaxReceipts |
Admin → Report → Tax Receipts Report → Excel |
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ReportTaxReceiptsZipFile |
Admin → Report → Tax Receipts Report → Zip |
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ReportTransactionsSummaryAdmin |
Office → Transactions Report |
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TransactionCreatedMail |
Transaction created without email address |
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TransactionCreatedOwnerFirst |
The first donation was made for a fundraiser |
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TransactionRecurring |
New recurring donation was made for a fundraiser |
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Related to Payment Processing
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BraintreeDisputeCreated |
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Payout Failed (Stripe) |
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Funds deposited to my bank account (Payout Paid) |
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Required billing info is missing |
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Accounts related
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TwoFactorCode |
2-Factor Authentication code request |
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LoginNewLocationNotification |
Office login from new location |
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Password Reset |
User requests a password reset via Log In menu |
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Verify Notification |
Verification request from user Profile or when setting up email templates (if account was not verified yet) |
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