Summary: This guide provides step-by-step instructions for Tithely administrators on how to easily set up daily or weekly email summaries for a specific Pledge Campaign, allowing you to receive progress snapshots directly to your inbox.
Before You Begin
- You must have the necessary permissions to access Tithely Giving and Pledge Campaigns.
- This notification setting applies to all admins who have access to the pledge campaign.
Step-by-Step Instructions
- Log in to your Tithely Admin account.
- Select Giving.
- Click Pledge Campaigns.
- Select the campaign you’d like to manage.
- Click on the Notifications tab.
- Choose your desired notification frequency under Notifications for Admins:
- Send Daily Report Emails to All Admins (Default)
- Send Weekly Report Emails to All Admins
- Don’t Send Report Emails to Admins
- Scroll down and Click Save Changes.
Troubleshooting & FAQs
- Who receives these email summaries? The setting applies to all admins with access to the pledge campaign. It is not possible to select individual recipients.
- What information is included in the email? The email provides a snapshot of the campaign's progress, mirroring the data you see on the campaign dashboard.
- How do I turn off notifications entirely? In Step 6, Select Don’t Send Report Emails to Admins.