We want to keep you and your employees informed of activity on the platform. The tables below outline the different types of notifications that we might send you or your employees and customization options.
Your Implementation Consultant can help to disable or configure certain notifications during implementation. If you have already launched and require a change to one of your site’s notification settings, you can reach out to the Client Technical Support team.
Admin communication emails
| Product area and description | Trigger + Recipient + Sender | Customizable copy? | Opt-out |
| Content: Bulk Email - Custom Content | Sent to end user by an Admin when a bulk email is sent from Manage | Fully customizable | No |
| Content: Bulk Email - Giving Opportunity | Sent to end user by an Admin when a bulk email is sent from a giving opportunity | Fully customizable | No |
| Content: Bulk Email - News Article | Sent to end user by an Admin when a bulk email is sent from a news article | Fully customizable | No |
| Content: Bulk Email - Volunteer Opportunity | Sent to end user by an Admin when a bulk email is sent from a volunteer opportunity | Fully customizable | No |
Admin-triggered end-user notification
| Product area and description | Trigger + Recipient + Sender | Customizable copy? | Opt-out |
| Donation: External Match Request - Approved | Sent to end user by an Admin when a queued external rewards request is approved or denied | Add additional messaging | No |
| Donation: External Match Request - Declined | Sent to end user by an Admin when a queued external rewards request is approved or denied | Add additional messaging | No |
| Donation: Gift Card Email | Sent to end user by an Admin or end user when another person is invited to redeem a gift card | Add additional messaging | No |
| Volunteering: Courier: Track Time Declined | Sent to end user by an Admin when a queued volunteer rewards request (as a result of tracking time) is denied | Add additional messaging | No |
| Content: Campaign Approval | Sent to end user by an Admin when a queued user-generated campaign is approved | No | No |
| Content: Campaign Declined | Sent to end user by an Admin when a queued user-generated campaign is declined | No | No |
| Content: Changes made to a Giving Op Friendraiser | Sent to end user by an Admin when a change is made to a Give Op and the user has a Friendraiser page associated with it | No | No |
| Giving Account: Allocate Donation Currency - My Funds | Sent to end user by an Admin when a program admin seeds an account with My Funds | No | Admin Opt Out |
| Giving Account: Courier: Rewards Allocation | Sent to end user by an Admin when a program admin seeds an account with My Rewards | No | Admin Opt Out |
| Volunteering: Courier: Track Time Approval | Sent to end user by an Admin when a queued volunteer rewards request (as a result of tracking time) is approved | No | No |
| Volunteering: Volunteer Op Approval | Sent to end user by an Admin when a queued user-generated volunteer op is approved | No | No |
| Volunteering: Volunteer Op Declined | Sent to end user by an Admin when a queued user-generated volunteer op is declined | No | No |
Automated admin system notifications
| Product area and description | Trigger + Recipient + Sender | Customizable copy? | Opt-out |
| User Management: User File Failed Validation | Sent to Benevity CS & designated admins when the user demographic file fails | No | Admin Opt Out |
| User Management: User Demographic File Processed | Sent to Benevity CS & designated admins when the user demographic file has processed | No | Admin Opt Out |
| Budgets: Budget Change | Sent to designated admins when a budget has been changed | No | No |
| Budgets: Budget Non-rollover | Sent to designated admins when a budget is expiring soon and will not automatically rollover | No | No |
| Budgets: Budget Notification 100% Usage | Sent to designated admins when a budget has reached 100% usage | No | No |
| Budgets: Budget Quarterly Summary | Sent to designated admins when it is the last day of a calendar quarter | No | No |
| Budgets: Budget Renewal | Sent to designated admins when budgets are going to renew soon | No | No |
| Content: New Content Kit | Sent to designated admins when a new content kit is available | No | Admin Opt Out |
| Payroll: Payroll Schedule Changes | Sent to designated admins when a user changes from one payroll schedule to another | No | Disabled by Benevity |
| Payroll: Post-commit Pledge Reconciliation | Sent to designated admins when a payroll period has been processed | No | Disable by Benevity |
| Seeding: State: Action Required | Sent to designated admins when a seeding batch has processed with status Action Required | No | No |
| Seeding: State: Complete | Sent to designated admins when a seeding batch is complete without errors | No | No |
| Seeding: State: Draft Budget Validation | Sent to designated admins when budget validation for a seeding batch is complete | No | No |
| Seeding: State: Draft User List Validation | Sent to designated admins when user list validation for a seeding batch is complete | No | No |
| Seeding: State: Processing | Sent to designated admins when a seeding batch is processing | No | No |
Automated end-user system notifications
| Product area and description | Trigger + Recipient + Sender | Customizable copy? | Opt-out |
|
User Management: Account Reminder - Goodness Motivation |
Sent to end user when it is 90 days after an account was created and the user has never signed and accepted Terms of Use | No | Disabled by Benevity |
| User Management: Team Invite | Sent to end user by an Admin or End User when inviting another user to join a team | Add additional messaging | No |
| User Management: You've joined a team! | Sent to end user when the user joins a team. | No | No |
| Donation: Donation Email - One-Time | Sent to end user when a new one-time donation is confirmed | No | No |
| Donation: Donation Email - Recurring | Sent to end user when a new recurring donation is confirmed | No | No |
| Donation: Tax Receipt Email | Sent to end user when a new donation has been made and a tax receipt has been provided. | No | No |
| Donation: Canceled donations to ineligible or inactive nonprofits | Sent to end user when a donation to an ineligible or inactive nonprofit is cancelled | No | Admin Opt Out |
| Giving Account: Courier: Expiring Rewards (10 days) | Sent to end user when users have rewards which will be expiring in 10 days | No | Disabled by Benevity |
| Giving Account: Courier: Expiring Rewards (24 hours) | Sent to end user when users have rewards which will be expiring in 24 hours | No | Disabled by Benevity |
| Payroll: Notice regarding your donation amounts - Over | Sent to end user when their payroll donation amount is over what they originally set. | No | Disabled by Benevity |
| Payroll: Notice regarding your donation amounts - Under | Sent to end user when their payroll donation amount is under what they originally set. | No | Disabled by Benevity |
| Payroll: Payroll Period Closed | Sent to end user when a payroll period closed | No | No |
| Payroll: Payroll Period Closing | Sent to end user when a pre-determined payroll period will close in one day | No | Admin Opt Out |
| Peer Match: Donation Email - Peer Matching | Sent to end user when a new donation has been confirmed | No | No |
| Peer Match: Peer Match Commitment | Sent to end user when Peer match has expired or their Peer match pool has been consumed | No | No |
| User Management: Courier: User Foundation Move Failure | Sent to end user when the user is moving between foundations and the move failed because funds need to be spent first | No | No |
| User Management: Courier: User Foundation Move Success | Sent to end user when the user was successfully moved from one foundation to another | No | No |
| User Management: Password Expiry Email | Sent to end user when their password is going to expire soon. Number of days prior to expiry can be configured. | No | Admin Opt Out |
| Volunteering: Confirm Volunteer Op Sign-Up | Sent to end user when they have signed up for a volunteer op | No | No |
| Volunteering: Courier: Track Time Reminder | Sent to end user when a volunteer opportunitiy has passed, reminding users to track their time. Sent after the user's shift has ended. Note, when there are no rewards, rewards are not mentioned in the email. | No | Admin Opt Out |
| Volunteering: Volunteer Shift Reminder | Sent to end user reminding the user that a volunteer shift is scheduled | No | Disabled by Benevity |
| Volunteering: Waitlist Shift Opened Up | Sent to end users on a Volunteer Waitlist when when a participant cancels, shift capacity increases, or another shift is added. | No | Admin Opt Out |
| Volunteering: Waitlist Sign-up | Send to end users when they join a waitlist. | No | No |
| Volunteering: New Volunteer Op Sign-Up | Sent to Vol Op Contact Person when a new user has signed up | No | Admin Opt Out |
| Volunteering: New Volunteer Op Sign-Up - Outside Contact | Sent to Vol Op Contact Person when a new user has signed up, the contact is not a program user | No | Admin Opt Out |
| Volunteering: Thanks for Volunteering! | Sent to end user when the event is finished reminding users that their time will be auto-tracked (if enabled). | No | No |
| Giving Account: Courier: Expiring Rewards Imminent | Sent to end user when users have rewards which will be expiring in 1 day | No | Disabled by Benevity |
| User Management: Password Recovery Email | Sent to end user when a user needs to get their local login password reset. editable here /admin/user/settings - Can be updated for each supported language | Fully customizable | No |
| User Management: Welcome Email | Sent to end user when a new user is added to the site. The email may be queued if there are lots to go out so could take a few hours if there are thousands to send. This is also the email that is sent when the benevity-regenerate-passwords drush is used to reset user passwords. Can be updated for each supported language but the client must send language within the demographic file | Fully customizable | Disabled by Benevity |
Less common feature notifications
| Product area and description | Trigger + Recipient + Sender | Customizable copy? | Opt-out |
| Gift of Securities: GOS - Submitted | Sent to end user when a user has submitted the GOS request | No | No |
| Gift of Securities: GOS-Approved | Sent to end user by an Admin when Benevity has been notified that the GOS has been approved | No | No |
| Gift of Securities: GOS-Rejected | Sent to end user by an Admin when Benevity has been notified that the GOS has been rejected | No | No |