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

  1. Open the Program Editor and navigate to Emails or click here.

  2. Scroll down to Administrative Emails (if you do not see these emails, please contact our support team).

  3. The steps for Added Member and Added Referral are the same. Click the edit icon to the right.

  4. 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!

  5. 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.

  6. Toggle the Enable button to On and Save.


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