Admin Email Notifications

Preview the email notifications admin users receive about activity in the CSRconnect Admin Portal.

Export Notification (GC002)

Email notification that a Standard Report pulled in CSRconnect Admin Portal is completed.

• Sender: System

• Recipient: Admin

• Trigger: An admin pulled a Standard Report in the CSRconnect Admin Portal and the report is ready to be retrieved

• Option to turn email on/off? No

• Option to customize email? No

Export Notification (GC002) example

Subject line: Export Complete

Email header: Your Recent Data Export is Ready

Email text:

{First name},

This is an update on your recent export. The job has completed. See below for status information.

Export Type: {Type of export}

Build Date: {Date report was pulled}

Your Recent Data Export is Ready {Name of report}

Description: {Optional description of the report}

Status: Completed

Pending Approvals Email Digest (GC008)

Daily email digest for admin users listing pending approvals available for review. This email links to the Approvals Manager.

• Sender: System

• Recipient: Admin user

• Trigger: Pending approvals awaiting the admin user's review

• Option to turn email on/off? Yes

• Option to customize email? No

Pending Approvals Email Digest (GC008) example

Subject line: Pending requests are ready for review

Email header: Pending requests are ready for review

Email text:

{First name},

Pending requests are now available for your review. Visit the Approvals Manager to review them.

The following are the total number of pending items for each request type:

Match Program: {Total number of match requests pending review}

Volunteer Grant: {Total number of match requests pending review}

Fundraiser: {Total number of fundraisers pending review}

Event: {Total number of events pending review}

VTO: {Total number of VTO requests pending review}

CRA: {Total number of CRA activity approvals pending review}

Incentive: {Total number of incentive requests pending review}

Project: {Total number of projects pending review}

NPO Event: {Total number of NPO-created events pending review}