Dashboard email notifications

Choose which email notifications you receive about your organization's donations, recurring plans, Fundraisers, and account activity.

Fundraise Up sends email notifications to Dashboard users to help your team monitor account activity. Go to Settings > Notifications to configure your preferences — each user manages their own, so team members only receive what's relevant to their role.

Donation notifications

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The Available to column shows which user roles can receive each notification. Configuration Manager and Virtual Terminal Specialist roles don't have access to any notifications. Learn about user roles →

Notification	Description	Available to
Successful donation	Receive an email every time a donation to your organization processes successfully.	All roles
Refunded donation	Receive an email every time a donation is successfully refunded back to a supporter.	All roles
Failed donation	Receive an email every time a donation fails to process. The supporter will also be notified that their donation has failed.	All roles
Early fraud warning	Receive an email every time a potentially fraudulent donation is flagged. Act quickly on these warnings and contact the supporter.	All roles
Disputed donation	Receive an email every time a supporter disputes a donation. The notification includes details on the steps your organization needs to take to resolve the dispute.	All roles

Recurring plan notifications

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Notification	Description	Available to
Canceled plan	Receive an email every time a supporter or a Dashboard user cancels a recurring plan. The supporter will also receive an email confirming that their recurring plan has been canceled.	All roles
Failed plan	Receive an email every time a recurring plan is marked as `failed` by the system, meaning no future donations will be attempted. You can choose when a recurring plan should be failed in the Recurring plan section of your Dashboard settings.	All roles
Changed amount of plan	Receive an email every time a supporter changes the amount they donate regularly.	All roles
Changed date/frequency of plan	Receive an email every time a supporter changes the date their installments process, or the frequency at which they process.	All roles
Changed payment method of plan	Receive an email every time a supporter changes the payment method used for their recurring plan.	All roles
Changed plan limits	Receive an email every time a supporter changes the limit for their recurring plan: the end date, the planned total donation amount, or the plan cut-off date.	All roles
Changed assigned Fundraiser	Receive an email every time a Dashboard user reassigns a recurring plan to a different Fundraiser.	All roles

Fundraiser notifications

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Notification	Description	Available to
New Fundraiser	Receive an email every time a new Fundraiser is created, either from the Dashboard or by a supporter.	All roles
Updated Fundraiser	Receive an email every time a Fundraiser is updated, either from the Dashboard or by the supporter.	All roles
Fundraiser goal reached	Receive an email every time a Fundraiser reaches its goal.	All roles

Summary reports

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Notification	Description	Available to
Daily report	Receive an email every morning with a summary of the previous day’s donations.	All roles
Weekly report	Receive an email at the beginning of the week with a summary of the previous week’s donations.	All roles
Monthly report	Receive an email at the beginning of the month with a summary of the previous month’s donations.	All roles
Weekly integration sync report	Receive a weekly report of the past week’s syncs with your integrated services, including an overview of any failed syncs.	All roles
Daily integration sync report	Receive a daily report of the syncs with your integrated services, including an overview of any failed syncs.	All roles

System issues notifications

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Notification	Description	Available to
Integrations issue	Receive an email notification about issues with CRM integrations.	Organization Administrator
Payments issue	Receive an email notification about issues with payment systems.	Organization Administrator
Domain verification issue	Receive an email notification about issues related to domain verification.	Organization Administrator

In this article

Donation notifications

Recurring plan notifications

Fundraiser notifications

Summary reports

System issues notifications