Set Up Email Alerts
If you’d like to know when your campaign or organization receives a donation or refund over a certain dollar amount, you can set up an alert for one or all of your forms.
Setting Up Email Alerts For a Specific Form
To set up alerts for a specific form, go to the "Contributions Form" tab in the menu on the left side of your Dashboard. Then, search for the form and click on the form name.
This will take you directly to your contribution form. Click on the "More" button in the form navigation bar (form navbar) at the top, then click "Alerts."
Then, click on “Create new alert."
Here, you can choose which admin receives the alerts, decide if you want alerts for contributions or refunds, and set the alerts threshold.
Make sure to click "Save" to set up your alert before exiting this screen!
Setting Up Email Alerts For All Contribution Forms
Although it might be tempting to hear from us every time you receive a donation, we recommend choosing a relatively high number so you won’t be inundated with emails.
To set up email alerts for all contribution forms, select "Email Alerts" from the Dashboard menu.
Click “New campaign alert” to set up a new alert that applies to all forms. You can create a new alert for any admin of your campaign or organization, or create an alert for a third party by clicking on the "Subscribe a third-party ActBlue user" link.
Setting Up Third-Party Email Alerts
You can also set up contribution alerts for people who aren’t administrators on your candidate or organization’s ActBlue account by typing their email into the email box rather than selecting one from the dropdown menu.
Third-party contribution alerts are a fun way to keep family members and friends involved, even if they can’t create forms or access the back-end of your account. It’s also a great way to share fundraising progress with anyone who might be hosting a party for your candidate or helping out with your organization’s big fundraiser. If someone has not created an ActBlue account, they’ll get an email asking them to create a password. Either way, they’ll get a confirmation email letting them know they’ve been signed up for alerts.
Managing Email Alerts
There’s also an “Email alerts” link in theManage menu at the top of your screen. If you’ve set up alerts for more than one contribution form or group, you can visit this page to keep track of everything.
On this page, you can edit or delete any email alerts you set up for contribution forms or groups.
Additionally, you can delete email alerts set up for specific forms or groups via the alert email alert. At the bottom of your email, you’ll see a blurb telling you the details of this alert. Click the “unsubscribe” link to delete this specific type of alert.
You’ll then be taken to an ActBlue page that gives you an easy way to unsubscribe from the email alert. After you click the blue “Yes, unsubscribe” button, you’ll see that the email alert has been deleted from your list of alerts!