The purpose of notifications is to alert you and your contacts to what's important. If you don't want an email sent out, you can disable it or send it to a different admin. You can also set fixed times for notifications, so users aren’t bombarded with messages all day. Set up additional notifications as you grow and expand your use of the Thrive4 platform, automating messages you'd otherwise be sending manually. Using notifications, you can control:
- What triggers the system to send an automatic email
- When the email is sent
- What template is sent
- Who they are sent to
Tip: Notifications work in tandem with email templates. For more information on templates and how to create them, see our help article here.
Notification options
Categories
Navigate to Communication > Notifications then choose a category to manage existing notifications and create new ones.
|
Category |
Example notification |
Common use |
|
Bookings and payment |
First purchase made |
Welcome a new member with an information pack |
|
Contact information |
Contact note updated |
Inform the lead admin when a staff member makes a note against a contact |
|
Contact product changes |
Added to product |
Inform a parent their child has moved up a class |
|
Development programme |
Level achieved |
Offer the purchase of a medal or certificate when a level is achieved |
|
General |
Assign to coach |
Inform other staff when a coach is added to a class |
|
Invitations |
Product invitation |
Linked to the ‘Invite to product’ feature |
|
System |
Slow query error |
Fail-safe – informs you if a mass update needs to be retried |
|
Teams |
Contact added to squad with requirements |
Prompts a parent to confirm their child’s place in a team and pay their subs |
|
Timetable |
Session cancelled |
Inform attendees their class has been cancelled |
|
Trials |
Trial completed |
Thank an attendee for attending a trial and offer them a permanent space |
|
Waiting list |
Waiting list space available |
Offer an open space to a member on a class’s waiting list |
Settings
- Enabled – whether this notification is active or not.
- Disabled notifications will not send, regardless of other settings
- Action – what triggers the notification to send.
- This cannot be adjusted, but you can add new notifications for specific actions
- Timing – when the email is sent in relation to the trigger
- Immediately - as soon as the action occurs
- At a specific time (after the action)
- Custom – specify a number of days before or after a trigger or previous message (options very by notification type)
- For example, an overdue payment reminder to go out a week after the trigger (invoice not paid) then again after a further 2 days
- Limit to – only apply the notification to chosen products or schedules. Leave blank to apply to all
- Recipients – choose if the email is sent to the relevant contact or to specific staff members
- When the relevant icons are enabled (at least one must be in order for the email to send) they turn blue
- Email template – allows you to link a specific template to the notification
- This is locked for certain notifications as the default emails contain key information
- Delivery method – whether the notification should trigger just an email, or a timeline message (online portal/app notification) as well
Creating new notifications
Aside from controlling your existing/default notifications, you also have the option to add in additional notifications. These can be used to cover other triggers that you may need or customise communications based on staff members, products, or timings. Here's a list of the current possible triggers you can choose from and which category they sit in:
Bookings and payments
- First purchase made
- Overdue payment reminder
- Payment failed
- Purchase made
- On product sign-up
Contact information
- Insurance membership expired (Gymnastics insurance only)
Contact product changes
- Added to product
Development programme
- Level achieved
- New level started
- New skill started
- Skill achieved
- Skill not achieved yet
Invitations
- Product invitation declined
Trials
- Trial completed