Overview of out-of-the-box alerts

Quick Tutorial Training course

iMIS provides several out-of-the-box automated alert tasks and alert sets that are already set up for your organization to use and modify. These alert tasks and alert sets allow you and your contacts to stay informed about various things, such as reminders of tasks that need to get done, warnings about accounts that need correcting, or updates on staff or member changes.

All out-of-the-box alerts

The following are system alert tasks that come out-of-the-box with iMIS:

Account alerts

Out-of-the-box, account alerts can be found on the contact's individual account page.

Account alerts - Information

Creates an alert with an information icon if the selected contact has an informational alert.

Viewing an Account Alerts - Information alert example

Account alerts - Urgent

Creates an alert with a red icon if the selected contact has an urgent warning.

Viewing an Account Alerts - Urgent alert example

Account alerts - Warning

Creates an alert with a yellow icon if the selected contact has a warning alert.

Viewing an Account Alerts - Warning alert example

Contact alerts

Out-of-the-box, contact alerts can be found on the contact's individual account page.

Contact birthday alert

Creates an alert that will appear on the individual's account page when it is their birthday.

Viewing a Contact Birthday alert example

Contact erasure request alert

Creates an alert for contact erasure requests. Out-of-the-box, this alert is on the Community dashboard.

Viewing a Contact Erasure Request alert example

Duplicate Contact Alert

Displays an alert if your system found a possible duplicate contact record for that person. Out-of-the-box, this alert appears on the contact's account page.

Note: This alert appears when you are licensed for Duplicate Merge - Premium. For more information, contact your AiSP or ASI Technical Support.

Viewing a Duplicate Contact alert example

Miscellaneous alerts

Company Join Alert

Creates an alert if the selected organization is not a member, prompting them to join. Out-of-the-box, this alert can be found on the organization account pages.

Viewing a Company Join alert example

Follow up activity alert

Displays an alert when the selected contact has an activity follow up date in the next week which is assigned to the current user. See Managing activity tasks.

Viewing a Follow up Activity alert example

Event alerts

Out-of-the-box event alerts can be found on the Events dashboard.

Event confirmation report alert

Displays a button to print the confirmation for an event registration.

Event invoice report alert

Displays a button to print the invoice for an event registration.

Event reminder alert

Displays an alert when the selected contact is registered for an event occurring within 21 days. Out-of-the-box, this alert appears on the selected contact’s individual account page.

Viewing an Event Reminder alert example

Event waitlist count

Displays the number of registrants waitlisted for each function of the selected event. Out-of-the-box, this alert appears on the event-specific dashboard.

Viewing an Event Weightless Count alert example

Waitlist for function title

Used to display page title for a function waitlist.

Viewing a Waitlist for Function Title alert example

Specific event alerts

Out-of-the-box specific alert events can be found on the individual pages of events.

Specific event early pricing cutoff alert

Creates an alert for the selected event when the early registration pricing will end within seven days.

Viewing a Specific Event Early Pricing Cutoff alert example

Specific event full alert

Displays the capacity and number of registrants for an event if the capacity is full.

Viewing a Specific Event Full alert example

Specific event low registration alert

Creates an alert when an event starts soon and has low registration.

Viewing a Specific Event Low Registration alert example

Specific event recent registrations alert

Creates an alert listing the 10 most recent registrations for the selected event.

Viewing a Specific Event Recent Registrations alert example

Specific event not available in search

Creates an alert for the selected event if it is not currently included in search results.

Viewing a Specific Event Not Available alert example

Specific event registration closes soon alert

Creates an alert when the online registration for an event closes within seven days.

Viewing a Specific Event Registration Closes Soon alert example

Specific event registration opens soon alert

Creates an alert when the online registration for an event opens within seven days.

Viewing a Specific Event Registration Opens Soon alert example

Specific event regular pricing cutoff alert

Creates an alert when the regular registration pricing for an event will end within seven days.

Viewing a Specific Event Regular Pricing Cutoff alert example

Specific chapter alerts

Out-of-the-box specific chapter alerts can be found on the dashboard of individual chapter pages under Membership > Chapters.

SPECIFIC CHAPTER RECENT GIFTS ALERT

Displays an alert for recent gifts received from members of the selected chapter.

SPECIFIC CHAPTER RECENT ORDERS

Displays an alert for recent order for members of the selected chapter.

SPECIFIC CHAPTER RECENT EVENT REGISTRATIONS

Displays an alert for recent event registrations by members of the selected chapter.

SPECIFIC CHAPTER LAPSING MEMBER ALERT

Displays an alert for members of the selected chapter whose membership expires this month.

SPECIFIC CHAPTER NEW JOINS ALERT

Displays an alert for each new member this month in the selected chapter.

Expiration alerts

Out-of-the-box expiration alerts appear on member's and organization's individual account pages.

Expired membership alert

Displays an alert when the selected contact’s membership is expired.

Viewing an Expired Membership alert example

Expired organizations

Creates an alert that will appear on an organization administrator's account page notifying them that the organization is expired.

Viewing an Expired Organizations alert example

Membership expires soon alert

Displays an alert when the selected contact’s membership will expire within 60 days.

Viewing a Membership Expires Soon' alert example

Password expires soon alert

Creates an alert if the current user's password expires within 14 days.

Viewing a Password Expires Soon alert example

Missing item alerts

Out-of-the-box, missing item alerts are found on a contact's individual account page.

Missing mobile phone alert

Creates an alert if the selected contact has no mobile phone number defined.

Viewing a Missing Mobile Phone alert example

Missing primary email alert

Displays an alert when the selected contact does not have a primary email entered.

Viewing a Missing Primary Email alert example

Organization alerts

Out-of-the-box, organization alerts are found on an organization's individual account page.

Organization administrator open invoice alert

Creates an alert if the selected contact is an administrator for an organization which has open invoices.

Viewing an Organization Administrator Open Invoice alert example

Organization administrator renewal due alert

Creates an alert if the selected contact is an administrator for an organization which has outstanding membership renewal invoices.

Viewing an Organization Administrator Renewal Due alert example

Organizations expiring soon

Creates an alert that will appear on an organization administrator's account page when the organization is expiring within 60 days.

Viewing an Organizations Expiring Soon alert example

Payment alerts

Out-of-the-box, payment alerts are found on a contact's individual account page.

Open credit alert

Creates an alert if the selected contact has open credit.

Viewing an Open Credit alert example

Open invoice alert

Creates an alert when an open invoice is due.

Viewing an Open Invoice alert example

Payment system log alert

Displays when there are payment errors. See Understanding and reviewing failed payments.

Viewing a Payment System Log alert example

unapplied initial payments

Creates an alert if a payment was not taken, or if the payment was not successfully applied to the invoice. The payments on the Unapplied payments tab will display for 30 days.

Staff alerts

Out-of-the-box, staff alerts are found on various dashboards. For example, the Staff any major donor gifts alert is found on the Fundraising dashboard and the Staff recent event registrations alert is found on the Events dashboard.

Custom IQA Error alert

Creates an alert on the RiSE Dashboard when a custom IQA query contains incorrect syntax expressions. Selecting the alert link will open the query audit tool where you can run the audit.

Viewing a Custom IQA Error Gifts alert example

Staff any major donor gifts alert

Creates an alert displaying recent gifts from any major donor.

Viewing a Staff Any Major Donor Gifts alert example

Staff dropped or reinstated members alert

Creates an alert for members who have been dropped or reinstated recently.

Viewing a Staff Dropped or Reinstated alert example

Staff early pricing cutoff alert

Creates an alert for the selected event when the early registration pricing will end within 7 days.

Viewing a Staff Early Pricing Cutoff alert example

Staff lapsing members summary alert

Creates an alert with a count of members whose memberships expire within 7 days.

Viewing a Staff Lapsing Members Summary alert example

Staff low event registration alert

Creates an alert when an event starts soon and has low registration.

Viewing a Staff Low Event Registration alert example

Staff low inventory alert

Creates an alert listing products which have low inventory.

Viewing a Staff Low Inventory alert example

Staff new joins alert

Creates an alert for members who have joined today.

Viewing a Staff New Joins alert example

Staff new members alert

Creates an alert for contacts who have recently joined a group.

Viewing a Staff new Members alert example

Staff new users alert

Creates an alert listing new users created in the last 7 days.

Viewing a Staff New Users alert example

Staff new volunteers alert

Creates an alert listing new volunteers available within 7 days either direction.

Viewing a Staff new Volunteers alert example

Staff online registration closes soon alert

Creates an alert when the online registration for an event closes within 7 days.

Viewing a Staff Online Registration Closes soon alert example

Staff online registration opens soon alert

Creates an alert when the online registration for an event opens within 7 days.

Viewing a Staff Online Registration Opens Soon alert example

Staff popular products this month alert

Creates an alert listing the products with the highest quantity purchased this month.

Viewing a Staff Popular Products This Month alert example

Staff recent event registrations alert

Creates an alert listing the 10 most recent event registrations.

Viewing a Staff Recent Event Registrations alert example

Staff recent gifts alert

Creates an alert listing recent gifts under 500.00.

Viewing a Staff Recent Gifts alert example

Staff recent large gifts alert

Creates an alert listing recent gifts of 500.00 or more

Viewing a Staff Recent Large Gifts alert example

Staff recent orders alert

Creates an alert listing orders placed today.

Viewing a Staff Recent Orders alert example

Staff recent renewals summary alert

Creates an alert with a count of members who have renewed in the past seven days.

Viewing a Staff Recent Renewals alert example

Staff Recurring Donation cancellation alert

Creates an alert for each recurring donation cancelled in the past seven days.

Viewing a Staff Recurring Donation Cancellation alert example

Staff Recurring membership cancellation alert

Creates an alert for each recurring membership renewal cancelled in the past seven days.

Viewing a Staff Regular Membership Cancellation alert example

Staff regular pricing cutoff alert

Creates an alert when the regular registration pricing for an event will end within 7 days.

Viewing a Staff Regular Pricing Cutoff alert example

Staff specific event print tickets alert

Displays a button to allow staff to print tickets from an event's specific dashboard.

Staff upcoming event alert

Creates an alert for each event that begins within the next 15 days.

Viewing a Staff Upcoming Event alert example

Staff volunteer attendance pending approval

Creates an alert with a count of volunteer attendances needing approval.

Viewing a Staff Volunteer Attendance Pending alert example

Staff volunteer background checks pending approval

Creates an alert with a count of volunteer background checks needing approval.

Viewing a Staff Volunteer Background Checks Pending alert example

Staff volunteer history and upcoming summary

Displays a summary of the number of volunteers who recorded attendance for the last 7 days and volunteers who are planning on attending in the next 7 days.

Viewing a Staff Volunteer History and Upcoming Summary alert example

Upgrade alerts

Out-of-the-box, upgrade alerts are found at the top of iMIS as a banner after an upgrade to a newer version.

Upgrade alert message

Displays information from ASI Cloud Services about upcoming iMIS maintenance. Cloud services controls when to display and remove the alert.

Viewing a Upgrade Alert Message alert example

Upgrade Completed alert message

Notifies staff users of iMIS upgrades successfully completed within the last three days. Click the X icon to dismiss the alert.

Sample alert tasks

Other out-of-the-box tasks are sample alerts, designed for you to use as examples. These tasks are enabled for installs and upgrades, but since they are not included in a system alert set, they do not automatically display. These sample alert tasks include:

Join now alert

Viewing a Join Now alert example

Major donor alert

Viewing a Major Donor alert example

Staff lapsing members list alert

Creates an alert listing members whose memberships expire within 7 days.

Viewing a Staff Lapsing Members Alert alert example

Staff new contacts alert

Creates an alert listing new contacts created in the last 7 days.

Viewing a Staff New Contacts alert example

Staff recent renewals list alert

Creates an alert listing the members who have renewed in the past 7 days.

Viewing a Staff Recent Renewals List alert example

VIP alert

Displays an alert when the selected contact is a VIP, such as committee members with a position of Chair or President or members of the Board of Directors.

Viewing a VIP alert example

CUSTOM IQA ERROR Alert

Creates an alert on the RiSE Dashboard when a custom IQA query contains incorrect syntax expressions. Selecting the alert link will open the query audit tool where you can run the audit.

System alert sets

Enabled out-of-the box alert tasks that are included in an alert set by default will automatically display to website users after an install or upgrade. The system staff account page, member account page, and member website home page already contain Alert Display content items configured to use the system alert sets.

AutoPay Fundraising Dashboard

Alerts that appear on the AutoPay Fundraising Dashboard in the Staff site. This set includes the following alerts:

Viewing a Staff Recurring Donation Cancellation alert example

AutoPay Membership Dashboard

Alerts that appear on the AutoPay Membership Dashboard in the Staff site. This set includes the following alerts:

Viewing a Recurring Membership Cancellation alert example

Commerce Dashboard

Alerts that appear on the Commerce dashboard in the Staff site. This set includes the following alerts:

Viewing Commer Dashboard alert examples

Community Dashboard

Alerts that appear on the Community dashboard in the Staff site. This set includes the following alerts:

Event registration details alerts

Alerts that appear on the event registration details page. This set includes the following alerts:

  • Event confirmation report
  • Event invoice report

Events Dashboard

Alerts that appear on the Events dashboard in the Staff site. This set includes the following alerts: 

Viewing a Events Dashboard alert examples

Finance Dashboard

Alerts that appear on the Finance dashboard in the Staff site. This set includes the following alert(s):

  • Payment system log alert
    • Viewing a Payment System Log alert example
  • Staff unexported transactions alert
    • Viewing a Staff Unexported Transactions alert example
  • Unapplied payment alert
Fundraising Dashboard

Alerts that appear on the Fundraising dashboard in the Staff site. This set includes the following alerts:

RiSE Dashboard

This set includes an alert that is displayed to system administrators on the RiSE Dashboard.

  • Custom IQA Errors Alert

 

Join Alert

This set includes alerts that display to Company Administrators on the organization home page.

Member alerts

This set includes alerts that display to public users on the home page and their account page. This set includes the following alerts:

Membership Dashboard

Alerts that appear on the Membership dashboard in the Staff site. This set includes the following alerts:

Viewing Membership Dashboard alert examples

Moves Management Dashboard

Alerts that appear on the Moves Management dashboard.

Viewing Moves Management alert examples

Organization administrator alerts

Alerts that display to organization administrators on the organization's account page. This set includes the following alerts:

Quick Start Member alerts

This set includes sample alerts for Quick Start Sites.

RiSE dashboard

This set includes an alert that is displayed to system administrators on the RiSE Dashboard.

Specific event dashboard

Alerts that appear on the specific event dashboard.

Staff account page alerts

This set includes alerts that display to staff users on the staff account pages for contacts. This set includes the following alerts:

Staff organization account page alerts

Alerts that appear on the organization account page which staff users see. This set includes the following alerts:

Staff specific event alerts

Alerts which appear on the event showcase to staff users only. This set includes the following alerts:

Viewing Staff Specific Event alert examples

System alerts

Alerts that display to staff users as a banner at the top of the Staff site. This set includes the following:

For optimal performance, ensure any additional alerts meet the following criteria:

  • The alert has a brief, single line message.
  • The alert uses IQA queries that run quickly and do not cause a system slowdown. For more information, see IQA Queries: Best Practices.
Volunteers Dashboard

Alerts that appear on the Volunteers dashboard in the Staff site. This set includes the following alerts:

Viewing a Volunteer Dashboard alert example

Waitlist for selected function

Displays title for the selected function's waitlist.

Viewing a Waitlist for Selected Function alert example

Disabling and editing out-of-the-box alerts

After installing or upgrading iMIS, you should review the system alerts tasks to confirm that you do want these alerts to display to users.

You need to review the system alert tasks to ensure that they are configured appropriately for your organization. If you do not want a system alert task to generate an alert, you need to disable the task or remove it from all alert sets.

  1. Go to RiSE > Process automation.
  2. From the Tasks tab, open and review the alert tasks:
    1. If you do not want to use a system task, deselect Enabled.
    2. Confirm that the task uses an appropriate Conditions data source. The task only runs when the data source returns records.
    3. Confirm that the Alert is configured appropriately. Without the purchase of the Premiumlicense some modifications will not be permitted.
  3. Review the query data sources used as conditions in the enabled tasks. Select the Data sources tab to add or modify a query data source:
    1. Click Add data source:
      1. Enter a Data source name. It is recommended that you choose a name that indicates the type of records returned by the data source.
      2. Select an existing query or click Create source query to add a new query.
        • If you select an existing query, the $/Common/Tasks/Queries folder opens by default.
        • If you choose to add a new query, you are taken to the Intelligent Query Architect where you can define a new query.
    2. Modify an existing data source displayed in the Alert Message. If you have not purchased the Premium license, complete the following for alert messages that contain a data source:
      1. Remove the defined data source from the Data sources, Conditions, and Alert tabs.
      2. Create a new data source with the exact same Data source name as the data source defined in the Alert Message.
      3. Review the data source to validate that the columns are exactly same as the data source defined in the Alert Message.
      4. Add the new data source to the Data sources on the Alert tab.
  4. Save your changes.
  5. Go to RiSE > Process automation.
  6. Select the Alert sets tab and confirm that the alert tasks are located in the appropriate alert set.