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Customizable Text & Email Alerts

Posted by Kayleen Kavanagh on 7/31/2017

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Anxiously waiting for a deposit to be made on your account?  Sure, you could check your account balance several times a day by logging in to your Online Banking account, but there’s an easier way - text and email alerts. 

Set up text and email alerts that are customizable to you in your Logix Online Banking account. For example, you can create alerts for those moments when you're expecting an electronic deposit or withdrawal, or for when your balance goes below a certain dollar threshold.  The best part?  You decide what kinds of alerts you want to receive and the frequency.  Choose from our provided list of alerts or create your own!  You'll start receiving alerts within 30 minutes of activity on your account.

How do you sign up?  Review this animation for creating a "Balance" alert or follow the steps below. You may want to click "refresh" on this post to see it from the beginning.

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(Click "refresh" to start the animated tutorial from the beginning.)


Steps to Create Text & Email Alerts

1.  Log into your Online Banking account

2.  Select the “Alerts” tab

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3.  Choose the Alert option that best describes the type of alert you want.

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  • Balance – set a dollar threshold and receive an alert when your balance goes above or below a specified amount

  • Transaction – use keywords, such as a merchant name, to receive an alert for every time a deposit or withdrawal is made by that merchant

  • Account – for loans or certificates on your account, set up a reminder alerts when you are approaching their due dates or dates of maturity

  • Document – specify which Logix documents (account and credit card statements) you want to be alerted to when they are ready to view

  • Sign In – receive alerts for every time your Online Banking account is accessed or if there is a failed access attempt

  • Message – if you send Logix secured messages, set up this alert to be notified of when a response has been sent

4.  Complete the alert details on the following screen (details will vary based on alert type)

  • Check the boxes where you want the alert sent to (Email and/or Text). Your "primary" email and phone number will automatically populate.

  • Under Send Text to, enter a text "email" address in the Other field.  

    • Click examples for setup based on mobile carrier.  For mobile carriers not listed, run a quick online search for the sms email to use for your mobile carrier.

    • Enter your mobile phone number (without dashes), followed by the @ symbol and your mobile carrier's email address for text.
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5.  Save your alert

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Once your shiny new alert is saved, don’t be surprised if you can hardly wait to receive a text or email with your alert.  If you need to make changes to the alert or no longer need it, edit or delete it with a simple click of a button.  Feel free to experiment with them.  They're here to help.

Stay tuned for more blog posts on this OLB Tips and Tricks series! Next month, we’ll be addressing how to set up your accounts with extra protection using Multi Factor Authentication (MFA) on your cell phone. If you don’t want to wait for the article, call us now at 800-328-5328 to get set up!

Also, if you know any Logix members who could benefit from these text and email alerts, please share this post with them.

Topics: Insider, Online Banking, Tips & Tricks

Meet the blogger

Kayleen Kavanagh

Kayleen Kavanagh

Kay started with Logix in early 2009 and has held a few different member service roles. She enjoys sharing her positive learning experiences with hopes that we can all continue down the path of smarter banking.

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Feel free to peruse about. Here you’ll find stories, posts and tools aimed to assist you as you’re faced with daily to once-in-a-lifetime financial quandaries. This is your SmartLab (lab coat optional). We want you to get the most from our articles, and we welcome your ideas to help us continue to bring valuable content to you. Check out the comment section at the bottom of every post for easy ways to share feedback. We’re learning, too, and what better way to encourage smarter banking than to share tips and resources with each other? Not to mention, it’s a great chance for us to get to know each other!

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