Notifications provide you with actionable information, such as birthday reminders and giving notices, to help you cultivate relationships with your donors. Notifications are delivered 2 ways: in-app through the Drawer, and through Digest emails.
Notifications in the Drawer
In the Platform, you can view your notifications at any time through the Drawer. Click the notification icon on the right side of your screen to access the Notifications section of the Drawer. Your notifications will be grouped into sections to help categorize related notifications, and so that your most important notifications rise to the top. Within each section, the most recent notifications will appear at the top.
If you have multiple notifications of the same type, they will be grouped into a category. Simply click on the category to view each individual notification. You can take action on any notification by clicking to drill in. For example, clicking on a Birthday notification will open up the entity's Relationship Profile.
When you have new notifications, a red badge will appear over the notification icon in the drawer. The number on the badge indicates the number of new notifications. Each new notification will be indicated in the list with a blue dot on the left side. Notifications will automatically clear from the Drawer generally within 7 days. You can also remove notifications immediately by clicking the X icon to the right of the notification.
Digest Emails
For most notifications, you can choose to receive emails either Daily or Weekly. Your email notifications are rolled up into a daily and weekly digest, providing a concise summary of notifications for the day and week. For example, suppose you are signed up to receive both the “Assigned Prospect Birthday Reminder” notification and the “Assigned Prospect Giving" notification daily. You would see both of these notifications summarized in a single Daily Digest email.
Daily digests typically show activity for the previous, current, and next day, where applicable. For example, the Daily Digest would show all assigned prospect birthdays for today and tomorrow, and would show all assigned prospect giving from yesterday. Similarly, the Weekly Digest shows activity for the previous, current, and following week, where applicable.
There are a few emails that will remain separate from the daily and weekly digests. These include “Email Only” notifications which contain a lot of content, such as the Class Agent Summary and Activity Center Summary. There are also some email notifications which are sent immediately, rather than appearing in the digest, such as notifications for assigned tasks.
Managing your Notification Settings
You can manage your notification settings by navigating the the Notifications section of the Drawer, and clicking the gear icon in the upper right corner of the Drawer. This will show a list of all of the notifications that are available to you. The icons to the right of each notification indicate which notifications you are currently receiving. The bell icon indicates that you are signed up to receive the notification in the Drawer, and the email icon indicates that you are signed up to receive the notification through email. Clicking on one of the notifications in the list will expand that notification and allow you to modify your settings for that notification.
Adding and Removing other Subscribers
Available Notifications
Scheduled Notifications
The Assigned Prospect Birthday Reminder notification allows users with prospect assignments to be notified via email when they have a prospect with an upcoming birthday. Users can choose to receive an email by subscribing to this Notification and specifying if they would like to be notified 14 days before, 7 days before, 1 day before, or on their prospects’ birthday. Users can also choose to be notified about only their primary assignments, only their non-primary assignments, or about all assignments. Users that are subscribed to this Notification each day they have an assigned prospect that has an upcoming birthday within the specified time period. The email that recipients receive will contain the constituent’s name and birth date. The constituent’s name will be provided as a link that will allow users to log directly into the Reeher Platform and view the constituent’s Relationship Profile. In order for this Notification to work properly the User’s account must be associated with a Gift Officer ID within their Reeher Platform user account.
The Assigned Prospect Giving notification allows user with prospect assignments to be notified via email when one of their prospects makes a transaction. Users can receive a daily update that will tell them who donated yesterday; a weekly update that alerts them to which prospects donated within the current week; and/or a monthly which will summarize with prospects made a donation in the previous month. Users can also choose to be notified about only their primary assignments, only their non-primary assignments, or about all assignments. Recipients of this notification will receive an email that lists the names of the constituents that donated, the donation amount, the transaction type, and the transaction date. The constituent’s name will be provided as a link that will allow users to log directly into the Reeher Platform and view the constituent’s Relationship Profile. In order for this Notification to work properly the User’s account must be associated with a Gift Officer ID within their Reeher Platform user account.
The Prospect Contact Reminder notification allows users with prospect assignments to be sent an email with a list of their assigned prospects who have not been contacted in more than 90 days. Users can choose to be notified about only their primary assignments, only their non-primary assignments, or about all assignments. In order for this Notification to work properly the User’s account must be associated with a Gift Officer ID within their Reeher Platform user account.
The Lifetime Cash Giving Milestones notification alerts you when donors cross key lifetime giving milestones. You can choose to be notified daily, weekly, monthly, or any combination of those options. The daily reminder shows all donors that crossed milestones in the previous day, the weekly shows all donors that crossed milestones in the past week, and the monthly shows all donors that crossed milestones in the past month. You will only receive an email if at least one donor crossed a milestones. The milestone include $1,000, $5,000, $10,000, $25,000, $50,000, $100,000, $250,000, $500,000, and $1,000,000. This notification includes all donors for your institution and is not based only on your assigned prospects.
The Yearly Cash Giving Milestones notification alerts you when donors cross key giving milestones during the calendar year or fiscal year, depending on which option you choose. You can choose to be notified daily, weekly, monthly, or any combination of those options. The daily reminder shows all donors that crossed milestones in the previous day, the weekly shows all donors that crossed milestones in the past week, and the monthly shows all donors that crossed milestones in the past month. You will only receive an email if at least one donor crossed a milestones. The milestone include $1,000, $5,000, $10,000, $25,000, $50,000, $100,000, $250,000, $500,000, and $1,000,000. This notification includes all donors for your institution and is not based only on your assigned prospects.
The Code Mapping Reminder notification is available for System Administrators to notify them when they have codes that are not mapped. This is helpful as new codes are added and need to be configured for the platform. For example, if a new contact type of "On-Campus Visit" is added, the administrator would be notified that the code has not mapped and could then go into the platform and map the code to "Visit", which would allow those contacts to be credited as visits in the reports.You can choose to be reminded on a daily, weekly, or monthly basis. You will only be sent an email if there are unmapped codes. This notification is only available to users with access to the Manage Platform tab in Control Panel.
The Officer Peer Group Reminder notification is available for System Administrators to notify them when they have gift officers that are not assigned to a peer group. This is helpful as new gift officers are added. The administrator will be notified that the new gift officer has not been assigned to a peer group, and can then go into control panel and choose the correct peer group for that officer.You can choose to be reminded on a daily, weekly, or monthly basis. You will only be sent an email if there are officers that are not assigned to a peer group. This notification is only available to users with access to the Manage Users tab in Control Panel.
The Proposal Reminder notification alerts you when your assigned prospects with proposals that are coming up or overdue in terms of the target ask date or expected close date. Users can choose to be notified about only their primary assignments, only their non-primary assignments, or about all assignments. In order for this Notification to work properly, the User’s account must be associated with a Gift Officer ID within their Reeher Platform user account.
Instant Notifications
The Activity Center Contact Updates notification alerts you when when another user creates or edits a contact report on your behalf.