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How do I disable or edit my Notifications?

The types of notifications Octiv sends, and how to edit, enable, disable and personalise them

Octiv sends automated emails on your behalf. There are two kinds, and it's worth knowing the difference before you start editing.

  • Editable notifications: you can turn these on or off and edit their content. They're the focus of this article.
  • Fixed system emails: a few essential emails (for example welcome emails and unsuccessful-payment notifications) always send and can't be edited or switched off on their own. To stop everything, use the location's master switch (see "Turning all emails off for a location" below).

Where the editable notifications are

Go to Settings >> Comms. On the Facility Settings tab, Notifications is at the top. Use the User Type and Category filters to find one quickly. They're grouped into categories, each showing how many it contains:

  • Birthday, Accounts, Contracts, Schedule, Tasks, Waivers, Leads, Workouts: your everyday member and staff emails.
  • Member Journey: six emails timed after a member signs up (Sign Up: Immediately, 2 Weeks, 1 Month, 3 Months, 6 Months and 1 Year).
  • Discovery: the Vitality notifications, relevant only if your facility uses the Discovery Vitality integration.

Edit, enable or disable a notification

  1. Click a category to expand it. Each notification shows a Name, a Description and a Status (Enabled or Disabled).
  2. Click View/Edit next to the notification.
  3. Set the Status, and edit the Subject and Content as you like. You can also add a CC Email Address to send a copy to someone else.
  4. Click Submit.

Keep the placeholders. The placeholders in a template (such as the member's name or a date) pull in the linked data. If you remove them, that information won't appear in the email.

Each notification uses the sender name, signature and logo set for its location. See How do I change my email logo, signature and reply-to address?

Member Journey emails

The six Member Journey emails are disabled and blank until you set them up. To use one, click View/Edit, set the Status to enabled, add a Subject and your Content, and click Submit. Use the placeholder buttons (Facility Name, Location Name, User Name, User Surname) to personalise the email.

Notifications that start switched off

Besides the Member Journey emails, the Discovery notifications start off too, as they only apply if you use the Vitality integration. If you don't need them, you can leave them off.

Turning all emails off for a location

To stop all automated emails from a location at once, go to Settings >> Comms, open the Location Settings tab, choose the location, and under Location Details set Send Email Notifications to Disabled. See How do I change my email logo, signature and reply-to address?