ManualsPayments2Us Installation Manual Workflows - OptionalHow to activate New Online Membership Payment Notification

How to activate New Online Membership Payment Notification

Turn this workflow on if you wish to be notified of all new Membership/Subscription Payments are made.

Quick Steps:

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

1. Open Setup

2. Search and select 'Workflow Rules'

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

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

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

6. Update the recipient(s) and Save