Set Up Email Alerts

In this article:

 

1. Setting up email alerts for a specific form
2. Setting up email alerts for all contribution forms
3. Setting up third-party email alerts
4. Managing email alerts
5. Managing personal security email alerts

 

If you’d like to know when your campaign or organization receives a donation or refund over a certain dollar amount, you can set up an alert for one or all of your forms. We also make it easy to manage email notifications about important security events for your personal ActBlue account.

 

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Setting Up Email Alerts For a Specific Form

 

To set up alerts for a specific form, go to the 'Contributions Form' tab in the menu on the left side of your Dashboard. Then, search for the form and click on the form name.

 

 

This will take you directly to your contribution form. Click on the 'More' button in the form navigation bar (form navbar) at the top, then click 'Alerts.'

 

 

Then, click on “Create new alert.'

 

 

Here, you can choose which admin receives the alerts, decide if you want alerts for contributions or refunds, and set the alerts threshold.

 

 

 

Make sure to click 'Save' to set up your alert before exiting this screen!

 

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Setting Up Email Alerts For All Contribution Forms

 

To set up email alerts for all contribution forms, select the Email Alerts tab from your Dashboard toolbar.

 

 

Click “New campaign alert” to set up a new alert that applies to all forms.

 

 

In the pop-up, you can create a new alert for any admin of your campaign or organization by clicking the dropdown under “Email.” 

 

 

Also in the pop-up, you can choose whether you want to receive email alerts for contributions or refunds. Additionally, you can set a dollar amount threshold for when you will receive email alerts about these contributions or refunds. 

 

 

Although it might be tempting to hear from us every time you receive a donation, we recommend choosing a relatively high number so you won’t be inundated with emails.

 

Once you create an alert, you can always edit or delete it in the Email Alerts tab of your Dashboard toolbar. 

 

 

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Setting Up Third-Party Email Alerts

 

You can create an alert for a third party by clicking on the 'Subscribe a third-party ActBlue user' button in the “Add a new alert” pop-up. 

 

 

Once you click the “Subscribe a third-party ActBlue user” button, type the email address for the person you would like to receive alerts in the box under “Email.” 

 

 

Third-party contribution alerts are a fun way to keep family members and friends involved, even if they can’t create forms or access the back-end of your account. It’s also a great way to share fundraising progress with anyone who might be hosting a party for your candidate or helping out with your organization’s big fundraiser. If someone has not created an ActBlue account, they’ll get an email asking them to create a password. Either way, they’ll get a confirmation email letting them know they’ve been signed up for alerts.

 

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Managing Email Alerts

 

There’s also a “Fundraising alerts” tab in the Manage menu at the top of your screen. If you’ve set up alerts for more than one contribution form or group, you can visit this page to keep track of everything.

 

 

On this page, you can edit or remove any email alerts you set up for contribution forms or groups, as well as add a new campaign or contribution form alert.

 

 

Additionally, you can delete email alerts set up for specific forms or groups via the email alert. At the bottom of your email, you’ll see a blurb telling you the details of this alert. Click the “unsubscribe” link to delete this specific type of alert.

 

 

You’ll then be taken to an ActBlue page that gives you an easy way to unsubscribe from the email alert. After you click the blue “Yes, unsubscribe” button, you’ll see that the email alert has been deleted from your list of alerts! 

 

 

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Managing personal security email alerts

 

To manage which security alerts you receive about your personal ActBlue account, click “Settings” in the Manage menu at the top of your screen.

 

 

Then, click on the “Notifications” tab at the top of the Settings page. 

 

 

All of the notifications in this tab are turned on by default for your security:

 

• Daily email reports about your fundraising
• An alert to let you know when you have been signed out of all sessions

 

If you have your personal payment information saved in an ActBlue Express account in addition to being an admin for a campaign or organization, you will also see additional notifications for the following security events: 

 

• A payment method has been added, removed, or updated
• Your ActBlue Express profile info (address, tip, etc.) is updated

 

If you would like to turn any of these notifications off, simply click the toggle on the right side of your screen. 

 

 

Please note that even if you turn off these notifications, you will still receive emails from ActBlue about other important security-related changes to your account, including password changes and two-factor authentication updates. 

 

If you have any questions, please contact our support team using the email address you use to access your ActBlue account.