Displaying automated alerts

You can set up your website to display automated alerts that notify your users of important information. iMIS has several out-of-the-box alerts already set up for your organization to use, but you can create customized alerts if you are licensed appropriately. Alerts that you configure can contain customized wording and formatting, and you can select where they display and who can view the alerts on your website.

For example, you can create alerts that notify users when their membership expires within a specified amount of time OR notify staff when the contact they are currently viewing is not a member of your organization.

Each alert display can have Data sources, Conditions and an Alert. An alert display must define an Alert; Data sources and Conditions are optional.

There are two different versions of Process Automation available to you: Standard and Plus. Standard is available to you out-of-the-box. Plus requires additional licensing.


Standard Process Automation allows you to perform the following:

  • Add, delete, or edit Data sources and Conditions.
  • (Alert tab) Add or delete Data sources.
  • Delete alerts from an alert set.


In addition to the Standard Process Automation functionality, PLUS Process Automation allows you to perform the following:

  • Add new alerts.
  • Modify the Name, Description, and Type.
  • (Alert tab) Modify the Alert Message.

Some out-of-the-box tasks are system alerts that are enabled and included in system alert sets by default for all installs and upgrades.