Notification Trigger
A notification trigger is a mechanism for sending automated emails when certain conditions are met.Notification triggers are used for various purposes, such as billing reminders, birthday notifications, and announcements.  A full list of notification trigger types is found below.

Note: Notification trigger emails go out between midnight at 7 am local time.  The exceptions are the Purchase Order Update and User Website Forums triggers, which go out right away.
Notification Trigger Types:

      - Notification Trigger - Action Reminder (Admissions)
      - Notification Trigger - Birthday (Household/Contact/Customer)
      - Notification Trigger - Customer Balance Low
      - Notification Trigger - Customer Billing Reminder
      - Notification Trigger - Inquiry Missing Actions
      - Notification Trigger - Donor Pledge Payment Reminder
      - Notification Trigger - Purchase Order Update
      - Notification Trigger - Student Drop Box Teacher Feedback
      - Notification Trigger - Student Gradebook Average
      - Notification Trigger - Student Gradebook Score
      - Notification Trigger - Student Missing Assessment
      - Notification Trigger - Student
      - Notification Trigger - User Website Announcements
      - Notification Trigger - User Website Forums

 Notification Trigger Settings:

Category: notification trigger type

Require Opt In: when unchecked, indicates that all eligible recipients receive emails by default without subscribing. If the setting is checked, users have to subscribe to receive the triggered email.

Is Active: Determines if the notification trigger is in use.

Name: Name of the notification trigger.
      - This name needs to be a unique notification name.
      - The name is shown to users for subscription purposes.

Eligible Recipients Filter (User): The DAT Filter that determines eligible users. This filter needs to be created in the Security module on the Manage Users page. 

      - Recipient / Data Relationship: This setting determines who receives the notification.
      - Action/Assigned To: The recommender receives a notification.
      - Advisor/Advisee: The advisor receives a notification about the student.
      - Contact/Self: The contact receives a notification.
      - Customer/Invoice: The customer receives a notification about their invoice.
      - Parent/Child: The parent receives a notification about their child.
      - Parent/Self: The parent receives a notification.
      - Purchase/Order: All users involved with the purchase order receive a  notification.
      - Student/ Self: The student receives a notification.
      - User/Self: The user receives a notification.

Merge Filter: Determines eligible records. Example: for Customer Balance Low, your merge filter may use criteria that the low balance must be within a specified range. Then, only users who have qualifying balances are included in the automated email. 

      - Action: This DAT Filter is configured in the Admissions > Actions > Email screen.
      - Customer Invoice: This DAT Filter is configured in the Finance > AR > Customer Invoices > Email screen.
      - Household: This DAT Filter is configured in the Admin > Households > Email screen.
      - Person: This DAT Filter is configured in the Admin/Development > Persons > Email screen.
      - Student: This DAT Filter is configured in the Admin > Students > Email screen.
      - User: This DAT Filter is configured in the Security > Users > Email screen.

Email Template: The email that is sent.

      - Email Template (Action): This email template is configured in the Admissions > Actions > Email screen.
      - Email Template (Customer Invoice): This email template is configured in the Finance > AR > Customer Invoices > Email screen.
      - Email Template (Household): This email template is configured in the Admin > Households > Email screen.
      - Email Template (Person): This email template is configured in the Admin/Development > Persons > Email screen.
      - Email Template (Purchase Order): This email template is configured in the Finance > AP > Purchase Order > Email screen.
      - Email Template (Student): This email template is configured in the Admin > Students > Email screen.

Email From: From email on the email.

From Name: From name on the email

From Prefix: This is the part of the e-mail address that appears before the @ symbol (ex. For the email address support@pcreducator.com, the prefix is “support.”

Reply to Name: Reply To Name on the email.

Send Rate determines how often the email is sent.

Days to Prevent Followup determines the number of days after a follow-up email is sent.

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