| 1. | On the record of the email alert, select the Manage alert definitions tab. |
| 2. | Under Instances, click Add. The Add a custom email alert instance screen appears. |
| 3. | Enter a unique name to help identify the alert instance. |
| 4. | Enter the parameters of when to send the alert. For example, to send an alert to notify users when a constituent makes a large donation, select the constituent and enter the minimum donation amount for which to send an alert. |
| 5. | Click Save. You return to the email alert record. |
After you add an instance of an alert, you can then assign users to the instance so they can receive alerts when you run the send process. For information about how to assign users to the instance, see Assign Users to a Custom Email Alert Instance.