How To Set Up Notifications In The My Well Admin Portal

Anyone who is an admin for your organization can set up customizable notifications for certain triggers and events.

Steps To Set Up Notifications Using The My Well Ministry Web Version:

1. Sign in to your My Well account and navigate to the Admin Portal.

2. Select your initials in the top right corner.

3. Select Personal Details.

4. Select Notifications in the top left corner. 

5. Choose which notifications you wish to receive. 

Types of Notifications:

1. Gift Status: Get notified when a gift changes to a specific status such as Late Return and Refunded. 

2. Gift Amount: Get notified when a gift meets or exceeds a certain amount.

3. Daily Giving Digest: This notification sends a daily gift summary email.

4. Gift Memo: Get notified when a gift has a memo.

5. Schedule Created: Get notified when a new schedule is created.

6. Schedule Status: Get notified when a schedule changes to a specific status such as Failed or Stopped.

7. Schedule Memo: Get notified when a schedule has a memo.

8. New Giver: Get notified when someone gives their first gift.