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Posted July 07, 2026
Notification Trigger
A Notification Trigger is a mechanism for sending automated emails when certain conditions are met. Notification triggers are used for billing reminders, birthday notifications, announcements, and other automated communications. A full list of notification trigger types is found below.
Note
: Notification trigger emails go out between midnight and 7 AM local time. The exceptions are the Notification Trigger - Health Visit Parent Contact, Notification Trigger - Purchase Order Update and Notification Trigger - User Website Forums triggers, which send immediately.
Notification Trigger Types:
- Notification Trigger - Action Reminder (Admissions)
- Notification Trigger - Birthday (Household/Contact/Customer)
- Notification Trigger - Customer Balance Low
- Notification Trigger - Customer Billing Reminder
- Notification Trigger - Donor Pledge Payment Reminder
- Notification Trigger - Health Visit Parent Contact
- Notification Trigger - Household
- Notification Trigger - Inquiry Missing Actions
- Notification Trigger - Purchase Order Update
- Notification Trigger - Student
- Notification Trigger - Student Drop Box Teacher Feedback
- Notification Trigger - Student Gradebook Average
- Notification Trigger - Student Gradebook Score
- Notification Trigger - Student Missing Assessment
- Notification Trigger - User Website Announcements
- Notification Trigger - User Website Forums
Send Rate
: Determines how often the email is sent (Daily or Weekly).
Minimum days between fires
: Determines the minimum number of days that must pass between two fires of the same trigger for the same target record. Replaces the legacy
Days to Prevent Followup
field.
Estimated Sendings
: Estimates the number of emails the trigger would generate if it ran right now. The estimate counts the users who pass the
Eligible Recipients Filter (User)
and have at least one matching
Merge Filter
record, after suppression is applied. A run that would generate more than 5,000 sendings is blocked, and a warning is displayed when the estimate exceeds this limit so that the filters can be narrowed before the trigger runs.
Note
: If the estimate cannot be computed within a few seconds, ?? is displayed instead. This does not affect saving or running the trigger.
Note
: Additional period-quota suppression fields (
Maximum fires per
,
Maximum number of fires
,
School division for period
) cap how often a trigger fires within a marking period, semester, or academic year. See Notification Trigger Suppression for the full set of suppression controls.
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Student Safety
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Boarding Schools
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
vs Orah
Company
About
Careers
Press
Contact