Your 1st Event | 04 Create Your Communications | SANDBOX EXERCISE Procedures

SANDBOX EXERCISE PROCEDURES

Your Journey:

This is Step 4 of 5 setup tasks that will get you to Your 1st Event:

• 01 Configure Your Background Settings
• 02 Add Your People
• 03 Load Your Content
• 04 Configure Your Communications
• 05 Run Your Event

Your Procedure:

Working in your sandbox environment, use the following procedures to configure background setting elements.

NOTES:

Use these desktop procedures to get your first event up and running as soon as possible.

• NOTE: This follows steps in the demonstration video exactly; if you get stuck, refer back to the video for visual support.

13. Task thirteen: configure a sending address, which we’ll associate with the communication so that recipients reply to the right place
    1. Click the Control Panel cog
    2. Click the Sending Addresses icon under the Communications header
    3. Click the green Add button
    4. Type the name Mia Barbeau - Salsero Training in the Name field
    5. Type the email address into the address field
       
       NOTE: you need to be able to click the verification link that gets sent, so use an email address you have access to
       *For your training exercise purpose, use the email address associated with your sandbox
       ja+mbarbeau@getadministrate.com
        
    6. Click the green Save button
       _________________________________________
       
       
    7. Navigate to the inbox for the email address you used, and click the verification link
    8. Return to the TMS Sending Addresses dialogue and refresh the screen, which will now say “Yes” next to your newly created Mia Barbeau - Salsero Training
       
       
14. Task fourteen: configure your communication template, which identifies the audience and merge field logic so it can be sent out to multiple students at once
    1. Click the Control Panel cog
    2. Click the Communications Template icon
    3. Click the Create Template button and click User from the dropdown that results
    4. Type Making Great Salsa - Registration Confirmation into the Template Name field
    5. Click into the Audience field and select Students
    6. Click into the Language field and select English
    7. Click into the Subject field
    8. Type the title into the Subject field:
       Your Upcoming {{ delegate.event.title }} Event
       *This includes a merge field, which we’ll show you how to create in a moment.
    9. Navigate to a message we’ve created for you in the procedure .pdf on this event and copy it:
       
       

       ---

Hello MERGE FIELD,
Thank you for your successful registration! We can’t wait to see you at your upcoming training event at {{ delegate.event.venue.name }}. Here are the details:

Event Title: MERGE FIELD
Address: {{ delegate.event.venue.description }}
Date: {{ delegate.event.classroom_start_tz | date_format(tz=delegate.event.tz_name, locale='en-US') }}
Time: {{ delegate.event.classroom_start_tz | time_format(tz=delegate.event.tz_name, locale='en-US') }}
Instructor: {{ delegate.event.instructor.name }}

We look forward to seeing you soon, and if you have any questions, please contact us at:

ja+mbarbeau@administrate.co
Salsero Training

10. Return to the TMS, and paste the message content into the message body
11. Select “Keep” to keep the copied material’s formatting in place

NOTE: we’ve updated several of the merge fields for you already, but we’ll update a couple ourselves now:

12. Delete MERGE FIELD next to Hello at the top of the message
13. Click the M at the far right of the message editor to open the Merge Field dialogue
14. Click Contact at the top of the column
15. Click First Name in the second column to highlight it green
16. Click Add in the bottom right
17. Delete MERGE FIELD next to Event Title
18. Click the M at the far right of the message editor
19. Click Event at the top of the column 
20. Type title in the search bar at the top of the second column
21. Click Title at the bottom of the second column to highlight it green
22. Click Add in the bottom right 
23. Click the Save button
    
    

15. Task fifteen: configure your communication trigger so the message is sent to students immediately following their successful registration
    1. Click the Control Panel cog
    2. Click the Triggers icon under the Communications header 
    3. Click Add on the right
    4. Type Making Great Salsa - Registration Confirmation into the Trigger Name field
    5. Type salsa-reg in the Abbreviation field
    6. Click into the Template field and select the Making Great Salsa - Registration Confirmation template
    7. Click into the Target field and select Course from the dropdown
    8. Click the Add Courses button and select Making Great Salsa from the list of Courses that results
    9. Click Add Courses
    10. Click into the From field and Select Mia Barbeau - Salsero Training
    11. Click Yes under Automatic, and No under Disabled
    12. Click into the Trigger Field and select On Registration from the dropdown
    13. Click into the Audience field and select Students from the dropdown
    14. On the far right, toggle both Classroom and Blended from No to Yes so that Making Great Salsa events in either learning mode get this communication
    15. Scroll back to the top of the screen and click the Save button 

Our automated Registration Confirmation communication is ready to roll. You’ve successfully completed this training demonstration. Click back to return to the Learning Path and continue your learning.