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Must know
  • Built-in rules can be edited, not deleted. Every built-in (System) rule can be switched on or off and reworded. Its trigger, timing, delivery method and recipients are fixed, and it cannot be deleted.
  • Some start switched off. For a new club, several built-in rules start switched off and send nothing until you enable them, including Program Start and Attendance Missed. Check Status to see which are on for yours.
  • Opting out has limits. A family who turned your club’s email off still gets built-in emails such as receipts and payment notices, but not the emails from your own rules.
  • Automatic emails are listed too. About 67 automatic platform emails (receipts, refunds, invitations) are also listed on System Rules and can be switched off or reworded.
Notification rules are automated messages. Each pairs a trigger, something that happens in your club such as a payment coming due, with a message sent on your behalf, either when it happens or ahead of a date as a reminder. Every rule delivers one of three ways: Send Email, Send SMS, or Post Announcement. Where to find it. Go to Settings > Communication > Notifications (the page is titled Notifications & Reminders). Use Add notification to build your own rule. The two tabs. Both tabs list Rule Name, Trigger, Action, Recipients and Status (Active or Inactive). Use Search rules by name… and the Trigger, Action and Status filters. A Customized badge means your club has edited the original wording. Notification Logs at the bottom shows what was sent. What you can change on a built-in rule. A row’s menu offers Edit, Send Test, and Disable / Enable. Editing opens a full page marked Built-in. Reword the subject, body and text version (Reset to default restores the original wording) and tick Also notify our staff to copy your staff. The trigger, scope and main recipients are read-only. Money alerts such as Negative Balance Warning, Payout Failed and Refund Failed go to admins only. Steps: How do I edit or turn off a built-in notification?. Which built-in rules start switched off. For a new club, these send nothing until you choose Enable:
  • Program Start, Program Cancellation, Program Change Removal
  • Attendance Missed
  • Waitlist Join Confirmation
  • Membership Expiry Warning, Membership Expiry Urgent, Membership Cancelled, Membership Coverage Gap
A club already running when one was added (such as Attendance Missed, Program Cancellation, Waitlist Join Confirmation or Membership Cancelled) may find it already on, so check Status. Program Schedule Updated starts on for new clubs and off for clubs already running. Automatic emails. Receipts, refunds, invitations and similar emails appear as rows on System Rules. Each has its own page showing who gets it, when it goes out, and a preview. You can switch one off, reword it, and use Reset to default. An email that delivers a code or link cannot be saved without it. Sign-in codes, signup verification codes and password resets requested from the sign-in page always send with the standard wording, whatever you set. See Which emails does Uplifter send automatically?. Signed waivers on receipts. The Signed waivers on purchase receipts card at the top of the page sets Document delivery: Links to signed documents, PDF attachments (links if more than 5 PDFs or over 8 MB), or Do not include signed documents. Clubs that never chose do not include them. Save with Save receipt setting (needs Edit Settings). See How do I include signed waivers on purchase receipts?. Who gets an email. A guardian who turned off your club’s email is skipped for your own Organization Rules emails to families. Built-in emails still reach them, and staff copies are not filtered. A blocked address (after a bounce or spam complaint) gets no email from any rule, and deactivated accounts get no email or text. On your own rules you can remove individual people from the recipient list. Reminders that combine. A rule set to send days before a class sends each guardian one email per day listing their sessions. Rules timed in hours or minutes, or after or at the class, send one per session. See How do I send a reminder before each class?. Upcoming recurring charges and payment-plan installments combine into one email per guardian, sent 3 days ahead. Schedule changes. When you add or remove a weekday or move the start or end date of a program with enrolled families, Program Schedule Updated emails all of them the new schedule, if that rule is on and Email enrolled families about the new schedule is left on in the dialog. Changing only a class’s time does not send it. Drop-in families whose booked sessions are cancelled get Schedule Change Cancelled Sessions. It starts on, and Email families whose sessions are cancelled controls it. See How do I set a program’s weekly schedule?. Permissions. Viewing needs View Communication. Creating, editing, deleting, switching on or off, and testing need Send Communication. Related: How do I create a notification rule? · How do I edit or turn off a built-in notification? · Which emails does Uplifter send automatically? · How do I test a rule and check what was sent?