Users don't know when their records have been linked to Raiser's Edge

Matthew Fedde

Users don't know when their accounts have been approved and they have been granted full access to pages such as an alumni directory.



There needs to be an automatic notification sent to BBNC users once their registration has been approved and their records have been linked to their Raiser's Edge constituent records.

Warren Sherliker

You can set up scheduled emails to take care of this. A query in RE based on netcommunity username not blank and email subject not 'Welcome to our site' can be used as a basis. Then set up the scheduled email in BBNC to run every day/night/hourly etc... Not perfect but it seems to work...

Matthew Fedde

Do you have the option of picking the subject of any email in query? I'm not seeing email names or subjects from emails that aren't automatically initiated by a part.



Basing a query on the automatic registration confirmation email subject line won't help... Everyone that is newly linked would have received it.

Warren Sherliker

Hi, you should be able to see the scheduled email subject line to check they have not had that - that is the one to use in your query i.e. netcom user but not had email x. I haven't fiddled with this recently but have in the past and I believe it all works nicely but you will be the test of that!