Realm Emails
Learn more about emails that are generated in Realm.
Notifications
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Text messaging daily usage | Daily | Automatic - admin or user with permission can turn this on. | A summary of how many text messages were sent that day and for the month. This also lets you know how many texts you have remaining on your plan. |
| Unmarked attendance | Daily | Automatic - group leaders can turn this on. | A notification for when you haven't marked attendance for a group event you lead. For each event with unmarked attendance, you'll receive a separate email. |
| A group member has three consecutive absences | Daily | Automatic - group leaders can turn this on. | Group leaders are notified when a group member has missed three events in a row. |
| Pathway daily digest | Daily | Automatic - pathway or step leaders can turn this on. | Pathway or step leaders receive this notification, which lists:
|
| Pathway weekly digest | Weekly on Mondays | Automatic - pathway or step leaders can turn this on. | Pathway or step leaders receive this notification, which lists:
|
| Daily summary of online ACH transactions | Daily | Automatic - admin or user with permission can turn this on. | A summary of transactions made that day. |
Notification Settings
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Newsfeed notifications | On demand | See Community Section | An email with the newsfeed message, who sent the message, and which site it came from. |
| Inbox notifications | On demand | See Community Section | An email with the inbox message, who sent the message, and which site it came from. |
Community
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Inbox | On demand |
| An email with the inbox message, who sent the message, and which site it came from. |
| Chat | Sends if the chat is unread after 5 minutes | When a chat between you and another person, you and several people, or a group chat takes place. | An email with the chat message, who sent the message, and which site it came from. |
| Newsfeed posts/events/albums | On demand | Anytime a group member creates content for the newsfeed, or when an event is created and shared to the newsfeed. | An email with the newsfeed message, who sent the message, and which site it came from. |
Pathways
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Send email | On demand | Automatic - no way to turn these off. | A personalized message an administrator or user with permission sends. |
Profiles
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Send a Realm invite or reminder | On demand: Invite is viable for 72 hours | When admin or users with permission send an invite, or when someone joins through the app or log in screen. | An invitation with site information and a link to join Realm. |
| Converted accounts invitation | On demand | Admin or users with permission must go to Converted Accounts tab under Pending Invites to send an invitation to those listed. | An invitation to sign in and create a password. |
| Mark as deceased | On demand | When a check box is selected for marking someone as deceased. | Notifies an administrator or users with permission when a person is marked as deceased. |
| Password reset | On demand | Admin or users with permission can send this from a profile, or when a user clicks Forgot Password from the log in screen. | A link to reset your password. |
| Privacy change | On demand | When admin or users with permission make a change on a profile or a mass change from query. | An administrator or user with permission has changed a profile's privacy information. This email goes out when someone opts into the directory, and when a phone number, address, or personal information in a profile changes. |
Groups
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Group recess begins | 5 days before start | Automatic after the group is placed in recess. | Notifies you that the group is in recess and there is not a meeting for the primary event. |
| Group recess ends | 5 days before end | Automatic after the group is placed in recess. | Notifies you that the group recess period has ended. |
| Send email | On demand | Automatic - no way to turn these off. | A personalized message that an administrator or user with permission sends. |
| Newsfeed events | On demand | Depends on email settings. | Information about the event. |
| Cancel a group event | On demand | Automatic - no way to turn these off. | A personalized message from the individual who cancels the group event. |
| Reinstate a group event | On demand | Automatic - no way to turn these off. | A personalized message from the individual who reinstates the group event. |
| Update the date/time of a group event | On demand | Automatic - no way to turn these off. | A personalized message from the individual who updated the group event. |
| Added to a group roster | On demand | Automatic - no way to turn these off. | A personalized message to let you know you've been added to a group. |
Volunteers
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Send an email | On demand | Automatic - no way to turn these off. | A personalized message an administrator or user with permission sends. |
Registration Events
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Send an email | On demand | Automatic - no way to turn these off. | A personalized message an administrator or user with permission sends. |
| Post a registration event to the newsfeed | On demand | Depends on email settings. | Information about the event. |
| Cancel a registration event | On demand | Automatic - no way to turn these off. | A registration event has been canceled. This can also contain a custom message from the person who canceled the event. |
| A registration has been updated | On demand | Automatic - no way to turn these off. | A personalized message from the individual who updated the time or date of a registration event. |
| Daily notification email for event contacts | On demand | Automatic - no way to turn these off. | Notifies the event contact of new registrants for an event. |
Volunteer Management
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Event change conflict | Daily | Automatic - administrator, leader, or user with permission can turn this on. | Schedule creators/coordinators receive this message to let them know an event on the schedule has been changed and conflicts with an upcoming schedule. |
| Unassigned positions | Daily | Automatic - administrator, leader, or user with permission can turn this on. | Schedule creators/coordinators receive this message to let them know an upcoming scheduled event has unassigned positions. |
Users & Permissions
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| User invite | On demand | When an administrator invites someone. | An invitation with site information and a link to join Realm. |
Dashboards
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Send email | On demand | Automatic - no way to turn these off. | A personalized message an administrator or user with permission sends. |
Custom Query
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Send email | On demand | Automatic - no way to turn these off. | A personalized message an administrator or user with permission sends. |
| Privacy change in mass | On demand | When admin or users with permission make a change on a profile or a mass change from query. | An administrator or user with permission has changed privacy information. This email goes out when someone is opted in to the directory, or when a phone number, address, or personal information is updated. |
Giving
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Giving receipt | After each gift | When a contributor gives online. | Tells the contributor how much they gave and which fund they selected. |
| Credit card update | After change | When Vanco updates a contributor's card information. | Informs the contributor that Vanco has updated their credit card information. |
| Scheduled/recurring | After change | When a scheduled contribution is put on hold. | Information about a scheduled/recurring contribution that is on hold. |
| Gift is on hold | As needed | When a contribution is put on hold. | Information about a contribution that is on hold. |
| Payment method has expired | As needed | When a payment method expires. | Alerts contributors in Realm that their payment method has expired for a registration event. |
Mobile Apps
| Email Feature | How Often | Triggers | Type of Content |
|---|---|---|---|
| Leader adds someone to a group | On demand | When a new individual is added. | Notifies the individual they have been added to a group through the app. |
| Someone requests to join a group | On demand | When a request to join is sent. | Notifies the leader when someone requests to join their group. |