Understanding System Messages

Before diving into every single Default System Message and possible information overload, let’s go over what the System Message component is by giving a basic overview, take a glance at the high-level System Messages included in your SiteStacker installation, and then we can get into the nitty-gritty!

 

What are System Messages?

When you log into your SiteStacker installation, you will see the System Category with the System Messages component (the icon is a chat bubble). A brief overview of this component is the following:

  • These are where automated messages are sent out when a certain action is taken on the website (new contribution, campaign removal, failed cron job, etc.).
  • Default emails sent through our system that can be customized in any way.
    • Messages created will be on the Default site, but if you create a new Site you can assign new messages with different branding and messaging.

 

Do I need to setup ALL of my System Messages?

Luckily for you, we have already included a vast majority of System Messages that you could potentially edit and use right out of the box! Ranging from Users, Contributions, Messages and more, you can easily see what is already offered. See the screenshot below to get a glimpse of what messages are included. If you don’t see a message that relates to what you are looking for, then feel free to add one! We will discuss that now.

All System Messages
(click image to view full size)

How do I Add, Edit & Delete System Messages?

Always take note when you want to do any of these actions just in case something isn’t working correctly or might be needed in the future. Follow these steps to do all of the above actions:

To Add a System Message:

Note: Before adding a System Message, you should have set up a Default Sender for your site.

  • Log into your SiteStacker Installation
  • Click on the ‘System Messages’ component to view your current System Messages
  • Click the ‘Add’ button at the top-left and a new window will pop-up
  • If you want a new sender to have this email sent from, enter it in the ‘From’ field.
  • Next, choose your ‘Component Rule’ by finding a topic similar to what you are looking to create a message for.
  • Once you have chosen your ‘Component Rule’, the ‘Name’, ‘Subject’ and ‘Body’ fields should have been populated as well.
  • If you have multiple of the following then please choose them: ‘Language’ and ‘Site Channel’

Note: You can also ‘Send Copies to’ other people specified, as well as add ‘Additional Receivers’. 

  • Choose the [Email] ‘Send Method’ and click ‘Save & Close’.
  • You should now be able to see your newly created System Message in the list!

To Edit a System Message: 

  • With your newly created System Message, double-click on this in the list and the ‘Add / Edit Message’ window will pop up. 

Note: When editing a System Message, you can not change the ‘Component Rule’, so if you chose the wrong one then you would need to delete it and choose the right one when you go to add a new System Message 

  • When editing, you will notice that you can change the ‘Name’ of the message, ‘Language’, ‘Send Method’, etc. fields.
  • On the ‘Body’ portion of the System Message you may notice some strange code (ex. {$email}, {$address.zip}, etc.). These are Variables which collect data from that specific user and/or category. You will see a list of Variables on the left-hand side of the window.
    • To add variables to your message: Make sure you are in the right part of your message and simply double-click the variable. It should now show up where you had your cursor.
  • To add images to your message: Click on the tiny thumbnail with the tree on it and the ‘Insert/Edit Image’ window should pop up. You will see a ‘Browse’ icon next to the ‘Image URL’ field. Click this, search for your image, double-click it, and the path to the image will be put into here. Note: Do not remove anything from this path or this image may not render correctly when people view this message! Click insert and the image will be added to your System Message.
  • Once you are done making edits to your System Message, click ‘Save & Close’.

To Delete a System Message:

  • Highlight the System Message you would like to delete and click ‘Delete’ 
  • A pop up will ask if you want to delete the selected message(s). Click Yes.
  • You have successfully Deleted a System Message!

Note: Make sure that you check to make sure that you are deleting the correct image, especially if you have worked so hard on perfecting a message just to have it deleted accidentally! 

What are the Different System Messages that live on my SiteStacker Installation?

Below is a list of each default System Message that comes with your SiteStacker Installation. 

SYSTEM MESSAGES //
COMPONENT RULES & DEFINITIONS

MESSAGE PREVIEW (VARIABLE VIEW)

Component: Users

Name: Account Locked

Unique Variables: email, attempts, minutes


Definition: This  message is sent out after so many times of trying to log-in are unsuccessful, locking you out for the amount of attempts and how long until you can get back into your account.

 

Component: People

Name: Address Updated

Unique Variables: PreviousInfo, PersonAddressType,  PersonAddress, LocationCountry, LocationState


Definition: A message is sent out stating that a user has changed their address, stating specifically what it was before and what it has been updated to.

 

Component: Contributions

Name: Card About to Expire

Unique Variables: card, expiration_date, days


Definition: Notification of how many days are left before a user’s Credit Card (CC) expires so that they can log into their account and renew it or input new CC information.

 

Component: Contributions

Name: Contribution Receipt

Unique Variables: date, total, donor, address, affiliatedPerson, affiliatedPersonAddress, contributions, transactionId, batchId, isRecurring, recurring


Definition: This will display a list of amounts, the places each one went to, and the Total amount of all combined contributions.

 

Component: Cron

Name: Cron Notify Not Running

Unique Variables: server


Definition: This will send if the Cron Jobs are not running on the server. It will also state that you can disable this notification (if known or unnecessary) and the steps to do so.

 

Component: Contributions

Name: Donation Confirmation to Campaign Owners

Unique Variables: Donor, Address, Phone, OwnerName, Gift


Definition: This sends a notification to the Campaign Owner whenever a Donation has successfully gone through to their Campaign. Describes the person (if not Anonymous), the amount given, and how to contact them (again, if not Anonymous).

 

Component: People

Name: Email Updated

Unique Variables: previousEmail


Definition: When a User updates their Email Address, then this notification is sent to them to let them know that the change was successful.

 

Component: Users

Name: Email Verified

Unique Variables: N/A


Definition: If an email verification message has been sent out and responded to, then this message will be sent to them to state that the confirmation was successful.

 

Component: Users

Name: Initiate Password

Unique Variables: url


Definition: When somebody wants to create a password for their account, then this email is sent to them with a secure link so that they may do so.

 

Component: People

Name: New Address Added

Unique Variables: Person, PersonAddressType, PersonAddress, LocationCountry, LocationState


Definition: When a person adds a new address to their account, then this email is sent to them to let them know the exact address that they added to their account so that they can double-check if all the information input was correct.

 

Component: PaymentProcessors

Name: New Payment Method

Unique Variables: PaymentProcessorCard, PaymentProcessorCheck


Definition: When a new payment method is added by a User to their account, then they are notified of the change so that they can make sure that their information is correct.

 

Component: Newsletters

Name: Newsletter Sign Up Confirmation

Unique Variables: Newsletter


Definition: When a person signs up to a Newsletter (if any), then they are notified about which Newsletter and on which site (if you have multiple) the Newsletter lives.

 

Component: Processes

Name: Paid Registration

Unique Variables: total, donor, address, affiliatedPerson, affiliatedPersonAddress, participants, transactionId, batchId


Definition: When a person pays for registration then this email is sent out to them stating the amount, who the participants are and the total amount.

 

Component: Users

Name: Password Change

Unique Variables: N/A


Definition: If there was a password change on a user’s account (either manually or through staff input) then this message is sent out to the person whose password was changed to make sure it was meant to be changed or not.

 

Component: PaymentProcessors

Name: Payment Method Deleted

Unique Variables: PaymentProcessorCard, Payment Processor Check


Definition: When a payment method is deleted off of somebody’s account, they are notified of which Payment Method was deleted.

 

Component: PaymentProcessors

Name: Payment Method Updated

Unique Variables: PaymentProcessorCard, Payment Processor Check


Definition: When a payment method is updated on someone’s account, they are then notified of the now current Payment Method.

 

Component: Contributions

Name: Pending Contribution Receipt

Unique Variables: date, total, donor, address, affiliatedPerson, affiliatedPersonAddress, contributions, transactionId, batchId, isRecurring, recurring


Definition: While still pending, this will display a list of amounts, the places each one went to, and the Total amount of all combined contributions.

 

Component: Processes

Name: Process Notification

Unique Variables: subject, body


Definition: This is a notification sent out for when a process happens on your Site

 

Component: Processes

Name: Process Reference

Unique Variables: url, Applicant


Definition: If an Applicant adds somebody as a Reference, then this email is sent out to that Reference with a link to fill out their own reference form.

 

Component: Users

Name: Recover Password

Unique Variables: url


Definition: When somebody has lost or forgotten their password and want to reset it, then this message is sent out to them so that they can do so.

 

Component: Contributions

Name: Recurring Scheduling Confirmation

Unique Variables: total, donor, address, affiliatedPerson, affiliatedPersonAddress, contributions, recurring


Definition: When a person has started a new recurring contribution to with one or more designations (people, campaigns, projects, etc.) then this email will be sent to them. This goes over the schedule, each line item, their amounts and the total amount that will be charged for the time chosen.

 

Component: People

Name: Send Message

Unique Variables: subject, body


Definition: When a message is sent to somebody in their CRM record, then this email will be sent to that person letting them know about the message.

 

Component: Messages

Name: Spark Message

Unique Variables: subject, body


Definition: When a Spark event is triggered to send a Spark Message, then whatever message is set in the Spark event is sent to the person who triggered the event.

 

Component: Users

Name: Verify Email Address

Unique Variables: confirmation_link


Definition: When a User needs to verify their email address, then this email is sent to them which includes a unique link for them to click on to verify their email address.

 


Who receives each System Message and what triggers the message to be sent?


Component

Name

Description

Receiver

What triggers this System Message

Advocacy

New Campaign Confirmation

Email notification on a new created advocacy.

User (advocacy owner)

This is triggered when a user creates a new peer-to-peer campaign.

Advocacy

Campaign awaiting approval

Notification for the advocacy owner that the advocacy created is in review (for setups where admin needs to approve an advocacy)

User (advocacy owner)

This is triggered if peer-to-peer is set that an admin will need to review on the campaign first before approving to publish.

Contributions

Contribution Receipt

Notification regarding a summary of donation made

Donor

This sent to the donor as soon as the donor submits a donation.

Contributions

Recurring Schedule Confirmation

Notification on a recurring schedule setup

Donor

This is sent once a donor sets up a recurring donation schedule.

Contributions

Card About to Expire

Notification that a credit card is about to expire

Donor

Triggered based on the ‘Days Before Expiring’ value found in the System Message itself.

Contributions

Contribution Declined

Notification on a declined transaction

Donor

Triggered when a transaction was declined.

Contributions

Contribution Declined (System Error)

Notification on why the contribution was declined

Ministry Admin (needs to be added as an additional receiver)

Triggered when a transaction was declined.

Contributions

Recurring About to Expire Notify Donor

Notification that a recurring schedule is about to expire

Donor

Triggered when a recurring donation is about to expire depending on what value (days before expiring) is set in the System Message.

Cron

Cron Notify Not Running

Notification that the Cron job stopped running

WMTEK Admin

Ministry Admin (needs to be added as an additional receiver)

Triggered when a Cron job failed depending on the Cron job’s configuration.

Messages

Spark Messages

This is a notification that contains the custom Spark Messages in the Spark component

Depending on who should receive the message in Spark

Triggered when a message is sent from SS through a Spark trigger.

Newsletters

Newsletter Sign Up Confirmation

Notification regarding a newsletter subscription a user subscribed to

User

Triggered when a user signs up to a newsletter.

Newsletters

Newsletter Sign Up Confirmation To Admin

Notification that a user have subscribed to a newsletter in the website

Ministry Admin (needs to be added as an additional receiver)

Triggered when a user signs up to a newsletter.

PaymentProcessors

New Payment Method

Notification that a new payment method has been added to the donor’s account

Donor

Triggered when a donor adds a new payment method under the donor’s Site Stacker account.

PaymentProcessors

Payment Method Updated

Notification that a payment method has been updated in the donor’s account

Donor

Triggered when a donor updates an existing payment method under the donor’s Site Stacker account

PaymentProcessors

Payment Method Deleted

Notification that a payment method has been deleted in the donor’s account

Donor

Triggered when a donor deletes an existing payment method under the donor’s Site Stacker account.

PaymentProcessors

Failed Pending Transaction (Admin)

Notification regarding a pending transaction and why the transaction failed

Ministry Admin (needs to be added as an additional receiver)

Triggered when a pending transaction failed.

People

Send Message

Notification on the internal message that was sent in Site Stacker

User

Triggered when a message is sent from Site Stacker either through the dashboard or from the CRM component.

People

Address Updated

Notification on an address update in the user’s CRM

User

Triggered when a user updates his/her address.

People

Email Updated

Notification on an email update in the user’s CRM

User

Triggered when a user updates his/her email.

Prayers

Prayer Saved

Notification that the prayer has been saved to the user’s prayer calendar

User

Triggered when a user has created a prayer advocacy.

Prayers

Prayer Reminder

Notification to remind the user of a scheduled prayer

User

Triggered for prayer reminders.

Prayers

New Prayer For Content Owner

Notification to the content item owner that a user has added them to their prayer calendar

Content Item Owner

Triggered when someone has added a prayer to their campaign.

Processes

Process Notification

Email notification sent through Motion 2

Depending on who should receive the message in Motion 2

Triggered when a task has been completed by a user through a Motion 2 workflow.

Processes

Process Reference

Email notification to a user assigned as reference in a Motion 2 workflow

User (Reference Role)

Triggered when a user listed another person as a reference through a Motion 2 workflow.

Processes

Paid Registration

Email notification on a checkout that was done through a Motion 2 workflow

User

Triggered when a user has paid a registration fee through a Motion 2 workflow.

SitePlanner

Content Moves Stage

Email notification that lets an admin know that a content item has changed the publishing workflow (for missionary dashboard that has profile bio setup)

Ministry Admin

Triggered when an admin changes the publishing stage of a content item in Site Planner.

SitePlanner

Live Content Moves Stage

Email notification that lets an admin know that a live content item has changed the publishing workflow (for missionary dashboard that has profile bio setup)

Ministry Admin

Triggered when an admin changes the publishing stage of a live content item in Site Planner.

SitePlanner

Owned Content Stage Changed

Email notification regarding a submitted change to a content item

Content Owner

Triggered when a content item has been changed it’s publishing stage.

Users

Recover Password

Email notification regarding password reset

User

Triggered when a user submits a request to recover password.

Users

Account Locked

Email notification on a locked account due to failed login attempts

User

Triggered when a user has tried to login unsuccessfully ‘X’ times based on the the login configuration in Sites.

Users

Verify Email Address

Email notification for verifying an email address

User

Triggered when a new user has setup a Site Stacker account for the first time.

Users

Email Verified

Email sent to user on a successful email verification

User

Triggered once a user verifies his/her email address.

Users

Password Change

Email notification to the user regarding a password change

User

Triggered when a user changes/updates his/her password.

Users

Initiate Password

Email notification for setting up a password for first time accounts

User

Triggered when a user needs to change/update his/her password.

Webhooks

Webhook Delivery Failed

Email notification for failed webhooks (for clients with SS-Virtuous integration)

WMTEK Admin

Triggered when a webhook delivery failed based on the webhook configuration.

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