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Association Settings: Transactional Emails
Association Settings: Transactional Emails

Set your communication preferences for transactional emails in Association Settings.

Erin-M Marks avatar
Written by Erin-M Marks
Updated over 2 weeks ago

The Transactional Emails tab in Association Settings allows admins to manage email preferences for transactional emails, customize security settings for the Member Directory contact form, and verify Domain Authentication.


Customize 'From' Addresses by Department on Transactional Emails

Your Novi website allows you to designate a ‘From’ address for all transactional emails, including those related to event registrations, new memberships, password resets, and more.

To help organize these emails, you can override that Default Email by assigning specific 'From' and 'Reply-To' addresses for different types of transactions:

  • Website User Management, including account creation and password resets.

  • Membership, including welcome and renewal notifications.

  • Events, including event registrations and capacity notifications.

  • Ecommerce, including new order confirmations and fulfillment notifications.

  • NPS, for the NPS survey sent to targeted individuals.

To enable this, navigate to Association Settings > Transactional Emails and check the box for “Designate Transactional Email Addresses by Department.”

Items of Note

  • These settings only impact transactional emails and do not affect your connected marketing email platform.

  • Financial transaction emails in QuickBooks Online have separate settings, except for Novi Smart Invoices.

For a detailed breakdown of email types, subjects, and sender addresses, visit our comprehensive guide on transactional emails.


Contact Forms

Spam Filter

Novi AMS maintains a global list of profanity and other words that indicate spam. Use this field to add additional words or phrases to our block list. Messages with a combination of blocked words are not delivered. Make sure to use commas to separate your words and phrases.

Contact Form Limit

Utilize this setting to limit the number of messages a user can send to other members via the contact form. The system will check a few different identification points for users to enforce this limitation.

Enable Member Directory Contact form

This setting provides the option to hide all member email addresses listed in the member directory using a member-to-member contact form. It also provides the option for admins to be blind carbon copied on contact-to-contact form content between members.

Keep Association Staff Looped in

This setting will result in a carbon copy of the member-to-member contact form being sent to the listed association staff emails to stay informed about any business transactions occurring between members.


Domain Authentication

We understand the importance of delivering your transactional emails to your members' inboxes. That's why we offer our customers access to our SendGrid account and its dedicated IP address at no extra cost. You can trust in our choice of SendGrid, as companies like Intuit, Spotify, and Instacart rely on their proven track record for delivering transactional emails with high inbox placement rates and low spam scores.


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