Triggers

Add a Trigger

Please make sure you have an appropriate Sending Address and Template set up before continuing.

1. Select the Email or SMS tab, according to the desired type of Trigger.
2. Click
3. Name your Trigger: this is for self-reference only.
4. Give your Trigger an Abbreviation: this will be displayed in the Communications section of the Event Personnel or Students section of the Event’s Screen.
5. Template: select your Communication Template
6. Target: select the appropriate Administrate feature this Trigger applies to. This will reveal a new set of settings for the Trigger.
7. From: select the appropriate Sending Address: Remember this Sending Address will correspond to Email or SMS, depending on what you selected in step 1.
8. Automatic: select whether this Trigger sends automatically. Recommended setting for a new Trigger is Yes.
9. Disabled: select whether or not this Trigger is active or not.
10. Trigger: select the condition for how the Trigger activates. The options here will depend on your Target selection.
11. Audience: select the intended Audience
12. Companies: [optional] if you have more than one Company you can select for which Company to apply the Trigger to - default (All).
13. Regions: [optional] you can restrict your Trigger to a Region - default (All).
14. Location: [optional/Public Events only] you can restrict your Trigger by Location - default (All).
15. LMS type: Configure whether this trigger should be enabled for Classroom, Blended or LMS events. For each event type select either Yes or No.
16. Event Type: select whether the Trigger applies to Public, Private, or All.
17. Click

You’ll have now created a Trigger for communications to be sent.

Edit a Trigger

1. Click on the Trigger you wish to edit.
2. Click
3. Make your desired changes.

4. Click

Adding & Removing Courses on an Existing Trigger

To remove courses from an existing trigger:

• Click the Edit button
• Click the x next to the Course you want to remove

To add courses to an existing trigger:

• Click the Edit button
• Click "Add Courses"

• Filter by Course Code or Course Title
• Click the checkbox next to the Course(s) you want
• Click Add Courses

• Your Trigger will then be updated.

To check who has made changes to the Courses on your Trigger:

• Click the Course History button

• You can hover over the initials of the User to see the full name of that User.

Delete a Trigger

1. Click on the Trigger you wish to delete.
2. Click
3. Click
4. Confirm with

Your Trigger will then be deleted.

Field Descriptions

Here are some further explanations and in-depth knowledge of the fields seen on this page:

• Target
• Audience
• Trigger
• Automatic
• Scheduled Targets

Automatic

You can set your Triggers to Automatic or Manual (not Automatic). It is recommended that you set new Triggers to be Manual and check that they perform satisfactorily to your needs before switching them to Automatic.

Status	Behaviour
* Automatic	Communications will send automatically once all the criteria have been met
Manual	The Trigger will activate but won’t send anything. You’ll have to send the communications manually

* Once Automatic has been selected, you will have a message onscreen alerting you so:

Automatic Sending Message

When you see the above message, you’ll also notice the timings for the next runs:

• Next Priority Run : sends On Registration Triggers every 5 minutes on the hour, e.g. 12:05, 12:10, 12:15, etc.
• Next Full Run : sends every Trigger not set to On Registration on the 37th minute every hour, e.g. 12:37, 13:37, 14:37, etc.

Trigger Logs

A log and history of all the communications sent and due to be sent can be found at the foot of each Trigger. The log will also record the time each email was sent, opened and clicked. Click on any of the table headers to sort.

* See Send Status

Message Preview and Manually Send/Resend Communications

Click on any of the rows to open a message preview window, where you can manually send/re-send your communications.

Open the email preview to send/re-send communications.