Beacon

Introducing: Beacon Notifications

David Simpson Posted on 30th Jun 21 by David Simpson

You can now let your team know whenever important things happen in Beacon. Overdue tasks, expiring memberships, approaching grant application deadlines - Beacon admins can set up notifications for their teams about everything that matters to you.

We've built a brand new system for sending notifications to your team. You can get notified by email and by in-app notifications on your Beacon dashboard. You can subscribe to the notifications that are important to you, and receive them however is best for the way you like to work.

You'll find a new 'Notifications' page in your Beacon sidebar under 'Settings'. Only Beacon admins can create and update notifications.

Lets take a quick look at the key features of the new notifications system:

1. Date notifications

You can set up a notification based on any date field in Beacon. Date notifications are sent out all together in the morning (between 7am and 8am) so you'll know what the day has in store for you before your first cup of coffee.

You can set up a notification to be sent when the date field's date is today, or when it's a number of days in the past or future. This makes it possible to do things like this:

  • Notify me when a task is due today
  • Notify me when a grant submission deadline is a week from now
  • Notify me when a membership hasn't been renewed 5 days after it expired

2. Notifications when a record changes

You can get notified whenever a specific field on a record changes. This is supported for checkbox, link to a user, and drop-down fields.

This means you can do things like:

  • Notify me when a task is assigned to me
  • Notify me whenever a grant application is moved to 'Won'
  • Notify me whenever someone in my fundraising team completes a task

3. Control who receives notifications

We've put Beacon admins in control over who in the team is eligible to receive notifications. Only want other admins to receive a particular notification? That's fine. A notification for the Head of Fundraising's eyes only? We've got you covered.

Screenshot 2021-06-29 at 14.25.53

4. Opt in to what's important to you

You can view and manage the notifications that you'll receive and decide how you want to receive them.

Screenshot 2021-06-30 at 09.15.14

You can receive notifications via email, and you can choose for Beacon to display them in the new notifications panel in the top right of your Beacon dashboard.

Screenshot 2021-06-29 at 15.24.27

Screenshot 2021-06-30 at 09.26.53

5. Find out more

You can find out more in our article in the Beacon guide. The new notifications system is live and ready for you to try out right now!


Got questions for us? Fire off an email to [email protected] or click the chat button in the bottom right corner of your Beacon dashboard.

David Simpson

About the author

David Simpson is the CTO at Beacon. He's dedicated to making Beacon the best charity CRM in the world.

Follow him on Twitter or connect with him on LinkedIn.

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