Learn about system emails and how to access email settings in this step-by-step guide. This help guide will identify system email types and explain their use.
Recommended Reading Before You Start
System Emails are automatically generated messages that Neon CRM can send to constituents. These messages are sent in response to a constituent performing some sort of interaction with Neon CRM. While Neon CRM has a predetermined list of automatic system emails, you can configure the content that will appear in each message by building your own versions.
Types of System Emails
The different types of default system emails are broken out into six categories on the System Emails Page
Note: All email versions listed may not be available, depending on your Neon CRM subscription.
1. Navigate to Settings Icon and Select Global Settings
2. Under Communications, select System Emails
3. Scroll through this page to view the email types
The Various Email Types are as Follows:
|Account Form Confirmation
|Sends to a constituent after their account is created (either through a registration form or by system user).
|Notifies a staff user that a constituent has updated their contact information in the constituent login portal. This email is triggered by a logged-in constituent submitting changes to the “Update My Profile” constituent page, which is one of the standard menu options. *Only sends to the BCC emails and not the constituent.
|New Fundraiser Account
|Sends link for constituent to set up peer-to-peer fundraising page.
|Sends to a constituent on their birthday.
|Sends to a CC or BCC email address when a constituent uploads a document through the constituent login portal.
|Message containing a link to create a login name and password or reset a password for an existing Neon account.
|Sends to a constituent on the yearly anniversary of a successful donation.
|Acknowledgement email sent to donors after a successful donation.
|Donation Appreciation - Pay Later
|Acknowledgement email sent to donors who fill out the donation form, but say they will send payment at a later time.
|Notifies acknowledgee of a tribute donation in their name.
|Soft Credit Recipient Acknowledgment
|Acknowledgement email sent to a constituent when a contribution is made by an org on their behalf.
|Match Donation Acknowledgement
|Acknowledgement email sent to a constituent when a donation is matched (includes the matching amount).
|Fundraiser Donation Notification
|Sends to a social fundraiser when a donation is made to one of their fundraising page.
|Recurring Donation Schedule Created
|Initial confirmation to the donor with recurring donation amount, frequency, and date of next donation (includes instructions for changing credit card or cancelling recurring donation).
|Recurring Donation Notice
|Reminder email to the donor of next recurring donation date (includes instructions for changing credit card or cancelling recurring donation).
|Recurring Donation Error Notice
|Notification of problem with a recurring donation (e.g., expired credit card).
|Confirmation of pledge submitted with instructions for completing pledge payment.
|Pledge Overdue Notice
|Reminder email when pledge is overdue (includes instructions for how to make pledge payment).
New Event Emails
|Purchase Complete Email
|Confirmation of purchase with link to view tickets
|Includes event date, location or virtual meeting URL, ticket quantity, and link to view tickets.
|Refund and Release
|Confirmation that tickets were released/refunded.
|Reminds registrant of upcoming event. Sent using schedule created within new event configuration.
|Confirmation that tickets were exchanged (includes description and quantity).
Legacy Event Emails
|Sends to an event registrant after they successfully register. *Does not send until the full registration amount has been paid.
|Event Registration - Pay Later
|Acknowledgement email sent to event registrants who fill out the registration form, but say they will send payment at a later time.
|Notifies registrants of an upcoming event. Sends to the registrant on a specified number of days in advance of the event start date. Edit the message settings to set the "Advanced Days".
Sends to a member after they register for a new membership.
Membership Registration - Pay Later
acknowledgement email sent to folks who fill out the membership form, but say they will send payment at a later time. Learn how to enable the option to Pay Later here.
Membership Renewal Completion Notice
sends to a member after they successfully renew a membership.
Membership Renewal - Pay Later
acknowledgement email sent to members who fill out the renewal form, but say they will send payment at a later time. Learn how to enable the option to Pay Later here.
scheduled to send a certain number of days in advance of their membership expiration date.
scheduled to send a certain number of days after their membership has lapsed.
|Membership Auto-Renewal Notice
|sends to a member before their membership is set to auto-renew. You specify the number of days in advance that you want this email to go out.
|Membership Auto-Renewal Error Notice
|notification of a problem with an auto-renewed membership (e.g., expired credit card).
|sends to a constituent after a store purchase.
|Purchase Acknowledgement - Pay Later
|acknowledgement email sent for store orders who say they will send payment at a later time. Learn how to enable the option to Pay Later here.
sends to a constituent when a store order has been marked Shipped in NeonCRM
Neon Pay Emails
|Neon Pay Refund
|Sends to a constituent when a refund is given
|Neon Pay Refund Failure Notice
|Sends to a constituent when refund failure occurs.
|Neon Pay Payment Failure Notice
|Sends to a constituent when payment failure occurs.
View Default Version
Select View in Default Version column
All Neon CRM systems come with a Neon CRM Standard Version for most of the system emails. The content of the Neon CRM Standard Version of the Event Registration email can be copied and new versions created through the Copy the Neon CRM Standard Version feature. The rest of these emails cannot be copied to other versions.
Note: There are NO Neon CRM Standard Versions for Event Reminder, Birthday, or Donation Anniversary System Emails.
Recommended Related Articles
- Pay Later
- What is Neon Pay?
- Membership Due & Overdue Notifications
- Event Registration & Store Purchase Acknowledgement System Emails
- System Email & Letter Defaults
- Organization Profile
- Build From an Existing Email/Letter
- System Email Conditions