# Referral Notifications

Source: https://docs.astalty.com.au/guide/notifications/referral-notifications-1

> Alert the right users and user groups immediately whenever a referral is submitted.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

## Overview

Referral Notifications alert the users and User Groups you choose as soon as a referral form is submitted and the new referral is created.

To manage [Referral Notifications](https://app.astalty.com.au/notifications/referrals), head to the [Notifications](https://app.astalty.com.au/notifications) page in the main menu and click **Referrals** in the **Forms** group. Only Admins can manage these notifications. This can't be changed per user.

## Creating an Referral Notification

Click **Create Notification**. **Within Astalty** and **Email** are both ticked on a new notification.

![The Referral Notifications page with no notifications yet, and an orange box and arrow on the Create Notification button.](https://docs.astalty.com.au/assets/referral.png)

### Notification Email Content

Add optional instructions for what recipients should do when a Referral arrives. This content appears in the email only.

![The Create Referral Notification form with the Notification email content section highlighted, containing sample text asking recipients to check for existing profiles in Astalty and assign the referral.](https://docs.astalty.com.au/assets/referral-2.png)

### Notification Recipients

Select at least one User Group or user.

#### User Groups

Select one or more [User Groups](https://docs.astalty.com.au/guide/settings/users-settings/user-groups). **Support Worker** and **All Users** are not available here.

#### Users

Select individual users who should receive the notification.

![The Notification recipients section highlighted, with the Admin and Manager User Groups selected and the Users drop-down empty. Within Astalty and Email are ticked under Notification methods.](https://docs.astalty.com.au/assets/referral-3.png)

### Notification Methods

Select at least one method.

#### Within Astalty

Recipients get an in-app notification titled **New Referral Notification** with a link to the Referral.

#### Email

Recipients get an email.

## Finalising Your Notification

Select **Add Notification** to save it.

The list shows each notification's **Delivery** methods and **Recipients**. Click a row to edit it, or use its actions menu to **Edit**, **Clone** or **Delete** it. If you create more than one notification, each one sends separately.

> **Following up on referrals that stall**
>
> Referral Notifications fire when a referral is first submitted. To be nudged when a referral has been sitting in the same status for too long, set up a [Referral Follow Up Notification](https://docs.astalty.com.au/guide/notifications/referral-follow-up-notifications).

## What the notification email includes

When a referral is submitted and the email notification method is enabled, recipients receive an email that leads with the referral reference and a summary of key details so staff can act without logging in.

### Email subject

The email subject line includes the referral reference number, for example:

> New referral received — REF-2026-00001

### Referral details panel

The body of the email includes a details panel summarising the referral at a glance:

| Field           | Description                                                                                                                      |
| :-------------- | :------------------------------------------------------------------------------------------------------------------------------- |
| **Reference**   | The unique referral reference (e.g. REF-2026-00001)                                                                              |
| **Participant** | The Participant's name                                                                                                           |
| **Form**        | The name of the referral form it was submitted through                                                                           |
| **Received**    | The date and time the referral was received, and who submitted it when Astalty knows (a public form submission has no submitter) |
| **Status**      | The referral's status, which is **New** for a newly submitted referral                                                           |

![A Referral Notification email saying a new referral has been received, with a details panel listing Reference REF-2026-90006, Participant Bernice Hudson, Form Participant Referral Form, Received 29 Oct 2026 7:15 PM and a Status of New, and a View Referral button.](https://docs.astalty.com.au/assets/referral-notification-email-guide.png)

A **View Referral** button links directly to the referral in Astalty for further action.

> **Recipients who can't view the referral see less**
>
> The **Participant** row, and the submitter's name in **Received**, are left out for a recipient who can't view that referral. The rest of the panel still shows.

### Custom content

Any content added when [configuring the notification](#notification-email-content) appears above the details panel, so your organisation's procedures or expectations are shown alongside the referral summary.