How to Create a Custom Automatic Email

Personalize Your Communications with Custom Email Notifications
Written by Communal Support
Updated 3 weeks ago

If you want to send a custom message when someone registers for one of your events, purchases or renews a membership, makes a donation, or signs up for a volunteer opportunity you’ll need to follow the instructions below:

  1. Navigate to your Communal Manager Dashboard and on the left hand side under Settings select Custom Notifications
  2. Then select Create New Custom Notification and write your custom email in the Custom Notifications section and click Save
  3. Next, you need to tell the system which event/volunteer opportunity needs to have this message sent upon registration
  4. To start the process, go to Actions under Settings
  5. Select Create Action, title the action (for internal use only), then move through the Automation Flow
  6. Select the trigger:

    User Subscription
    is for when someone buys a membership

    Program Sign Up is when someone registers for a program or event

    Donation is for when someone makes a donation

    Volunteer Shift is when someone sign ups for a shift

    User Renewed Membership is for when users renew their yearly membership type

    Booking Created is for when a booking is created in the system 

    Booking Request Created is for when a booking request is created in the system 

  7. Next select the action Only When...
  8. Then select Custom Email
  9. Then select your email and click Save
  10. The custom email will now be sent to everyone that completes the action you chose. 
  11. You will need to complete the above steps for each action you want a notification for. For the other notifications you want to send you are able to do so manually. Here is an instruction guide outlining the steps
Did this answer your question?