How to Create an Email Notification in MP
Kelsey Schultz
19 steps
2 minutes
This Guide Covers: - How to create an email that is sent out to you of a list of information in MP - Where to manage and change the email schedule of the Notification
1
We are going to set up an email that is sent out weekly that tells me if any new people are added into MP within the current month.
2
This view is found on the participants page. Select "All Records" at the top to open up all the different views or options in filtering different information.
3
Click the "Added This Month" view
4
Now wee only see the people who were added into MP this month, to get this list of people emailed to me I Click "Actions"
5
Click "Notification"
6
Here we can set up the email settings, including what day I will be emailed and how frequently, even what time.
7
Click here to select the time it will go out
8
Click and type in the Subject so you know what the email is showing you.
9
Type "New People Added Into MP This Month"
10
Click "Save"
11
To view or make changes to the Notification we just made Click "Home"
12
Click "My Notifications"
13
Here we see the Notification we just made. Click " Participants View: Added This Month New People Added Into MP This Month"
14
And once we click into it we can make any changes we'd like to the email or if we no longer want to be emailed this list you can click delete.
15
Here is what the email will look like when it is sent out.
16
All the blue text is linked, so if I click "Fuentes, Erika" . . .
17
It will take me to her Participation page to be able to then click "Actions" and quickly message her.
18
Or if you click "Added This Month" the title. . .
19
It will take you to the view showing you only the people added this month into MP That's how you create a Notification in MP 😁
How to Create an Email Notification in MP
Kelsey Schultz
19 steps
2 minutes
This Guide Covers: - How to create an email that is sent out to you of a list of information in MP - Where to manage and change the email schedule of the Notification
1
We are going to set up an email that is sent out weekly that tells me if any new people are added into MP within the current month.
2
This view is found on the participants page. Select "All Records" at the top to open up all the different views or options in filtering different information.
3
Click the "Added This Month" view
4
Now wee only see the people who were added into MP this month, to get this list of people emailed to me I Click "Actions"
5
Click "Notification"
6
Here we can set up the email settings, including what day I will be emailed and how frequently, even what time.
7
Click here to select the time it will go out
8
Click and type in the Subject so you know what the email is showing you.
9
Type "New People Added Into MP This Month"
10
Click "Save"
11
To view or make changes to the Notification we just made Click "Home"
12
Click "My Notifications"
13
Here we see the Notification we just made. Click " Participants View: Added This Month New People Added Into MP This Month"
14
And once we click into it we can make any changes we'd like to the email or if we no longer want to be emailed this list you can click delete.
15
Here is what the email will look like when it is sent out.
16
All the blue text is linked, so if I click "Fuentes, Erika" . . .
17
It will take me to her Participation page to be able to then click "Actions" and quickly message her.
18
Or if you click "Added This Month" the title. . .
19
It will take you to the view showing you only the people added this month into MP That's how you create a Notification in MP 😁
