Disclaimer: ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features mentioned in this article are unavailable to you, please speak to your Dashboard Admin(s) about updating your permissions.
In this article:
- What are email alerts?
- How do I set up email alerts for donations received by my campaign or organization?
- How do I set up email alerts for refunds?
- How do I set up email alerts for a specific contribution form?
- How do I set up email alerts for third-party users (i.e. users without access to my Dashboard)?
- How do I edit or delete my existing email alerts?
What are email alerts?
If you’d like to receive a notification any time a donation is made to your campaign or organization, we highly recommend setting up email alerts through your fundraising Dashboard.
Email alerts can also be set up for refunds, empowering you to get a more immediate sense of your campaign or organization's finances.
How do I set up email alerts for donations received by my campaign or organization?
To set up email alerts for received donations, start by signing onto your ActBlue Dashboard and navigating to the Email Alerts tab under the Settings heading.
Next, click the blue New Campaign Alert button to set up a new email alert:
From the Add a New Alert pop-up window, select which Dashboard user you'd like to set enable email alerts for. If you'd like to set up an email alert for a team member who doesn't have user access to your Dashboard, check out the third-party email alert instructions below.
After you've selected which user you want to receive the email alert, select Contributions from the notification options. You can also set a threshold if you only want to receive alerts for donations above a certain amount (ex. all donations over $50).
Finally, click the blue Add Alert button to create your alert.
How do I set up email alerts for refunds?
To set up email alerts for refunded contributions, start by signing onto your ActBlue Dashboard and navigating to the Email Alerts tab under the Settings heading.
Next, click the blue New Campaign Alert button to set up a new email alert:
From the Add a New Alert pop-up window, select which Dashboard user you'd like to set enable email alerts for. If you'd like to set up an email alert for a team member who doesn't have user access to your Dashboard, check out the third-party email alert instructions below.
After you've selected which user you want to receive the email alert, select Refunds from the notification options. You can also set a threshold if you only want to receive alerts for refunds above a certain amount (ex. all refunds over $50).
Finally, click the blue Add Alert button to create your alert.
How do I set up email alerts for a specific contribution form?
To set up alerts for a specific form, start by signing onto your ActBlue Dashboard and navigating to the Contribution Forms tab.
Next, search for and open the contribution form you'd like to add alerts to:
From your contribution form, click the More button at the top of the screen and then select Alerts from the dropdown:
This should generate a Configure Email Alerts pop-up. From the pop-up, click the blue Create New Alert button:
Next, choose which user on your account will receive the alert, whether the alert will be for contributions or refunds, and what threshold (if any) the alert will have:
Finally, click the blue Create New Alert button to complete your alert.
How do I set up email alerts for third-party users (i.e. users without access to my Dashboard)?
Third-party email alerts are a fun way to keep your close circle involved - even if they can’t create forms or access the backend of your Dashboard!
To set up email alerts for a third-party user, start by signing onto your ActBlue Dashboard and navigating to the Email Alerts tab under the Settings heading.
Next, click the blue New Campaign Alert button to set up a new email alert:
In the Add a New Alert pop-up window, click the blue Subscribe a Third-Party ActBlue User link under the email dropdown:
Then, enter the third-party's email address in the space provided:
Finally, select if you'd like the email alert to be for contributions or refunds. You can also choose to set a threshold if you only want to receive alerts for donations or refunds above a certain dollar amount (ex. all donations over $50 would be 50.00):
Lastly, click the blue Add Alert button to create your alert.
If your third-party user does not have an ActBlue Express profile, they’ll receive an email from us asking them to set one up. Once the profile set-up process is complete, they'll receive an additional email from us informing them that they will now be receiving alerts for your campaign or organization.
How do I edit or delete my existing email alerts?
Once an alert is created, you can edit or delete it by navigating to the Email Alerts tab of your Dashboard:
You can also keep track of all email alerts associated with your personal ActBlue profile by clicking the Manage tab at the top of your screen and then selecting Fundraising Alerts from the options provided:
Alternatively, you can delete email alerts set up for specific forms or groups using the Unsubscribe link at the bottom of all alert emails:
