How do I get notified of new members and referrals?

Daniel Misico Updated by Daniel Misico

To set up email notifications each time a new member or referral is added:

  1. Select the Program you would like to be notified for and open the Program Editor.
  2. Select Emails & Notification or click here.
  3. Scroll down to Custom Event Emails.
  4. The steps for Added Member and Added Referral are the same. Click the edit icon to the right.
  5. Here you can edit the email you will receive. Make sure you customize this email with merge tags so you'll be notified with the proper information!
  6. Enter the email address you would like these notifications to be sent to. If you would like to test this, enter an email address at the top and press Test.
  7. Toggle the Enable button to On and Save.

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