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.

All out-of-the-box alerts

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

Account alerts - Information

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

Account alerts - Urgent

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

Account alerts - Warning

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

Company Join Alert

Creates an alert if the selected organization is not a member, prompting them to join.

Contact birthday alert

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

Contact erasure request alert

Creates an alert for contact erasure requests.

Duplicate Contact Alert

Displays an alert if your system found a possible duplicate contact record for that person.

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

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.

Event waitlist count

Displays the number of registrants waitlisted for each function of the selected event.

Expired membership alert

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

Expired organizations

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

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.

Membership expires soon alert

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

Missing mobile phone alert

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

Missing primary email alert

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

Open credit alert

Creates an alert if the selected contact has open credit.

Open invoice alert

Creates an alert when an open invoice is due.

Organization administrator open invoice alert

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

Organization administrator renewal due alert

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

Organizations expiring soon

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

Password expires soon alert

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

Payment system log alert

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

Specific event early pricing cutoff alert

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

Specific event full alert

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

Specific event low registration alert

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

Specific event recent registrations alert

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

Specific event not available in search

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

Specific event registration closes soon alert

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

Specific event registration opens soon alert

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

Specific event regular pricing cutoff alert

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

Staff any major donor gifts alert

Creates an alert displaying recent gifts from any major donor.

Staff dropped or reinstated members alert

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

Staff early pricing cutoff alert

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

Staff lapsing members summary alert

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

Staff low event registration alert

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

Staff low inventory alert

Creates an alert listing products which have low inventory.

Staff new joins alert

Creates an alert for members who have joined today.

Staff new members alert

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

Staff new users alert

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

Staff new volunteers alert

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

Staff online registration closes soon alert

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

Staff online registration opens soon alert

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

Staff popular products this month alert

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

Staff recent event registrations alert

Creates an alert listing the 10 most recent event registrations.

Staff recent gifts alert

Creates an alert listing recent gifts under 500.00.

Staff recent large gifts alert

Creates an alert listing recent gifts of 500.00 or more

Staff recent orders alert

Creates an alert listing orders placed today.

Staff recent renewals summary alert

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

Staff Recurring Donation cancellation alert

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

Staff Recurring membership cancellation alert

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

Staff regular pricing cutoff alert

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

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.

Staff volunteer attendance pending approval

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

Staff volunteer background checks pending approval

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

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.

Upgrade alert message

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

Waitlist for function title

Used to display page title for a function waitlist.

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

Major donor alert

Staff lapsing members list alert

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

Staff new contacts alert

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

Staff recent renewals list alert

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

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.

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.

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.

From the Staff site, go to RiSE > Process automation.
Select 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 PLUS license some modifications will not be permitted.
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 PLUS 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.
Save your changes.
Go to RiSE > Process automation.
Select the Alert sets tab and confirm that the alert tasks are located in the appropriate alert set.