Studio 2.3 - New Hidden Upsell Step For Regular Giving 🚀

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Table of Contents

1. Open Setup 2. Search and select ‘Workflow Rules’ Workflows have been migrated to Flows 3. Use the alphabetical look-up to find 'New Online Payment Notification', and Activate 4. Click into the New Online Payment Notification and into the Email Alert 5. Edit the Email Alert - Send Send an internal notification that a new online payment has been made 6. Update the recipient(s) and Save

How to activate New Online Payment Notification

Table of Contents

1. Open Setup 2. Search and select ‘Workflow Rules’ Workflows have been migrated to Flows 3. Use the alphabetical look-up to find 'New Online Payment Notification', and Activate 4. Click into the New Online Payment Notification and into the Email Alert 5. Edit the Email Alert - Send Send an internal notification that a new online payment has been made 6. Update the recipient(s) and Save

Turn this workflow on if you wish to be notified of all new online payments (exception memberships).

Quick Steps:

  1. Locate workflow: New Online Payment Notification
  2. Update the recipient of the workflow email
  3. Enable this workflow
 

1. Open Setup

2. Search and select ‘Workflow Rules’

Workflows have been migrated to Flows

From Version 11.1, new Flows have been introduced as a replacement for Workflows, in line with Salesforce’s policies. We recommend using the Flows for all new implementations. 

Equivalent Flows are available with the same names as the workflows (prefixed with “Payments2Us”).

 

 

3. Use the alphabetical look-up to find 'New Online Payment Notification', and Activate

4. Click into the New Online Payment Notification and into the Email Alert

5. Edit the Email Alert - Send Send an internal notification that a new online payment has been made

6. Update the recipient(s) and Save

Updated at April 6th, 2026

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