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Hi there and thanks for watching. This video will
provide an overview of how to setup email alerts
for online sales.
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When your organization implements web forms,
you may want to track certain types of
transactions that come in.
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You can setup automatic email alerts for those
transactions.
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First log into Altru using your appropriate user
name and password. We will start in the Web
section.
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You must be assigned to the Web Forms
Administrator system role to use the email
alerts for online sales.
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From within the Web section, click on Email
alerts for online sales.
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This will bring up the screen for you to select
which types of transactions you would like an
email alert for.
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If you have attached an email to your Altru user
name, then that email will appear in the Email
address field.
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If you have not set an email address, then the
field will appear blank. You can add your email
address directly into this screen.
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Then, you will check the box next to the type of
transactions you would like to be notified for.
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Let’s say that I just want to receive notifications
for memberships and donations. I mark those
two boxes and click “save.”
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And, you’re all set. Thanks for watching!