Home

Download this help site
(PDF 80MB)

Download

Routing of system emails

You can set up email routing to automatically send copies of system emails to administrators and/or other recipients. For example, you might want your event manager to automatically receive copies of event registration notifications, and your membership manager to get membership-related notifications.

The exact time these automatic system emails are sent will depend on your organization's time zone (see Automatic emails schedule).

For instructions on designating contacts as different kinds of administrators, including event managers and membership managers, see Managing site administrators.

Setting up email routing

To set up email routing, hover over the Settings menu and select the Site option. Under Site settings, click the Routing of system emails link. From the screen that appears, you select the recipients for each email category.

Wild Apricot system emails are divided into the following categories:

  • Member-related – includes emails such as member renewal reminders, member application confirmations, email subscription confirmation, etc
  • Event-related – event registration confirmations
  • Donation-related – donation confirmations
  • Billing documents – payment receipts, invoices, donation receipt

For each email category, you can set it up so that copies of emails go to:

  • Organization contact email – your site's main contact. To change it, select Organization under the Dashboard menu.
  • Account administrators – including those with full, read-only, and limited access (e.g. Website editor). For more information, see Managing site administrators. The number in brackets indicates how many people are currently in each category.
  • Custom recipient email(s) – when this option is enabled, you can enter one or more email addresses. These emails do not have to be contacts in your database. Multiple emails should be separated by commas. 

The numbers that appear within parentheses indicate the number of contacts who have been assigned those roles. For instructions on assigning roles to contacts, see Managing site administrators.

Including administrators and custom emails, you can set up to 25 recipients per category.

Icon

For event emails, you can enable or disable email routing for each event separately, and assign event-specific organizers. By default, event emails are sent to the event organizer only, and email routing is ignored. To enable routing for event emails, check the  Copy emails according to email routing settings  option for the event. For more information, see Event emails.

List of emails by category

The following is a list of emails that associated with each email category:

Category

Emails

Membership and contacts related

  • Customizable:
    • Member Application initiation
    • Member activation
    • Bundle administrator activation
    • Bundle member activation
    • Member Application Invoice 
    • Member Application Receipt 
    • Membership Renewal reminder 1
    • Membership Renewal reminder 2 
    • Membership Renewal day notice 
    • Membership Grace period notice 
    • Membership Lapsed notice 
    • Free member renewal 
    • Manual member renewal initiated 
    • Member renewal finalized 
    • Member renewal canceled by member 
    • Online member renewal succeeded 
    • Online member renewal failed - PayPal Standard
  • Non-customizable emails:
    • Member Application Failed - PayPal Standard
    • Member Upgrade Initiated
    • Member Upgrade Succeeded
    • Member Upgrade Failed- - PayPal Standard

Event-related

  • Customizable:
    • Event paid confirmed registrations (online)
    • Event paid confirmed registrations (manual)
    • Event paid pending registrations (manual)
    • Free event registrations
  • Non-customizable:
    • Event online payment failed email - PayPal Standard
    • Event offline paid pending registrations
    • Event online paid confirmed registrations
    • Limit number of event registration reached

Donation-related

  • Customizable:
    • Donation confirmation
  • Non-customizable
    • Donation failed - PayPal Standard

Billing documents

  • Customizable:
    • Invoice
    • Payment receipt
    • Donation receipt

On this page: 

See also:

  • No labels
 
Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7