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How To: Trigger Notifications

Lauren Munari
Lauren Munari
  • Updated

Overview

Trigger Notifications are a key method of communicating with stakeholders and are part of the Notifications functionality. There are a wide range of Trigger Notification types, each one used for a different piece of functionality.

Trigger Notifications are sent based on a User's action in the Platform. This includes items like Registration Confirmations and Password Changes.

Each Notification is created with default content that can be customised to suit your needs.

All Trigger Notifications are Disabled by default and must be enabled by an Admin.

Task

  • Edit and manage Trigger Notifications

Pre-requisites

  • Created a Tenant
  • Created an Event
  • At least one User for the Notification to be sent to

Instructions

Edit Trigger Notifications:

  1. Within the Admin Tools Dashboard, navigate to 'Notifications' then 'Trigger Notifications' via the black navigational bar on the left-hand side of the platform.
  2. Click the blue edit pencil to the far-right of the notification you would like to edit.
  3. Under 'Choose Event', ensure the correct Event is selected (if multiple available).
  4. Within the 'Subject Line' field, add a subject line for the email.
  5. Within the 'From Line' field, add who you would like the email to be sent from. Or, you can leave it blank, and it will be sent from the name of the Tenant.
  6. Within the 'Header Text' field, enter a line of text that to display in the header banner of the email. This line will not be visible if you have added an Image to the Email Header Banner Image section in the Tenant settings, see "How To: Create Tenant" (will hyperlink when doc is created)
  7. Within the 'Email Body' field, input the body of the email you'd like to send. Do not edit/copy/paste any of the strings defined in {{ }} or as {% %} as they are hardcoded into the particular Trigger Notification and will be replaced by dynamic content.
  8. Within the 'Footer Text' field, add a line of text to display in the footer banner of the email.
  9. Click 'Submit'.

Enabling Trigger Notifications:

Once you have edited a Trigger Notification and it's time to make it active, you'll need to Enable it.

  1. Within the Admin Tools Dashboard, navigate to 'Notifications' then 'Trigger Notifications' via the black navigational bar on the left-hand side of the platform.
  2. Click the blue edit pencil to the far-right of the applicable notification.
  3. Under 'Send Email', select Enabled.
  4. Scroll down and click 'Submit'.
  5. Under the 'Send Email' column, once a notification is Enabled, it will say 'True'. If Disabled, it will say 'False'.

Once Enabled/set to 'True', the notification will send once triggered. 

Test Trigger Notifications:

Prior to enabling a Trigger Notification, you may wish to send yourself a test to proof first.

  1. Within the Admin Tools Dashboard, navigate to 'Notifications' then 'Trigger Notifications' via the black navigational bar on the left-hand side of the platform.
  2. Click the grey 'Send a Test Email' button to the far-right of the applicable notification. 
  3. Within the 'Send To' field, input your email address.
  4. Click 'Send Test Email', and you should receive the email shortly.

Please note that any inbuilt links within the email will be generic URLs for testing purposes only, not valid addresses.

 

List of Trigger Notifications

A list of Trigger Notifications, their inclusions and when they're triggered to send if Enabled:

Trigger Notification Function 
metadata_status_admin  Metadata refers to data providing information about one or more aspects of the data; that is data that can be allocated on Delegates based on their movement on the platform. If enabled, any status associated to this item that has a notification setup will send a notification to the affected Admin
user_import_mailer  sent to Delegates when they are added/imported as a User onto the platform. It contains a personalised link to the platform to set their password, as well as a Magic Link to log into the platform without setting their password and an expiry date for that Magic Link.
exhibitor_acceptance_notifier  sent to an Exhibitor when Admin approve their Exhibitor application.
exhibitor_rejection_notifier sent to an Exhibitor to notify them that their Exhibition application has been received but has NOT been approved.
exhibitor_submission_notifier sent to an Exhibitor to notify them that their Exhibitor application has been received and is pending.
lead_notifier_mailer sent to the email address linked to a Sponsor/Exhibitor booth when a Delegate submits a Lead form. It contains the name of the User, as well as the contents of the completed Lead form.
meeting_acceptance_notifier sent to the Delegate who proposed a meeting with another Delegate when their invitation is accepted. It contains a link to the profile page of the person who accepted the meeting, a link to join the meeting, as well as all the meeting details (date, time etc.).
meeting_cancelation_notifier sent to the Delegates concerned when a meeting is cancelled. 
meeting_rejection_notifier sent to the Delegate who proposed a meeting with another Delegate when the invitation is rejected.
contact_form_mailer sent to the email address input within the 'Support Email' field under the Tenant settings when a Delegate submits a Contact form. It contains the name of the User, as well as the contents of the completed Contact form.
new_meeting sent to a Delegate when another Delegate proposes a meeting with them. It contains a link to the profile page of the person who proposed the meeting, a link to join the meeting, as well as all the meeting details (date, time etc.).
register_account sent to a Delegate when they create a User Account. This template is often edited to firstly thank the Delegate for creating a User Account, but to prompt them to continue the journey and Register for an event.
registration_acceptance_notifier sent to a Delegate when Admin approve their Registration application. Delegate Type specific instructions can be included.
registration_cancelled_notifier sent to a Delegate when their Registration is cancelled by Admin. Delegate Type specific instructions can be included.
registration_invoice_confirm_notifier sent to a Delegate who elects to pay via Invoice, with their invoice attached, noting that their Registration is not complete until payment is received. Delegate Type specific instructions can be included.
registration_invoice_paid_notifier sent to a Delegate who completes payment via Credit Card, or to a Delegate whose funds have been confirmed as received by Admin if paying via Invoice. Delegate Type specific instructions can be included.
registration_pending_notifier sent to a Delegate to notify them that their Registration application has been received and is pending. Delegate Type specific instructions can be included.
registration_rejection_notifier sent to a Delegate when Admin reject their Registration application. Delegate Type specific instructions can be included.
reset_password_instructions sent to a Delegate when they click 'Forgot Your Password?' on the Log In page. Includes a link to reset their password.
registered_for_session sent to a Delegate when they have successfully registered for a Session. Includes Session details.
speaker_instruction sent to a Speaker to notify them that they have invited to speak at the Event. Email includes a link for the Speaker to complete their speaker profile.
speaker_set_password  sent to a speaker as a reminder to complete their speaker profile
sponsor_submission_notifier sent to a Sponsor to notify them that their Exhibitor application has been received and is pending.
sponsor_rejection_notifier sent to a Sponsor to notify them that their Sponsor application has been received but has NOT been approved.
sponsor_submission_notifier sent to a Sponsor to notify them that their Exhibitor application has been received and is pending.
talk_acceptance_notifier sent to a Delegate when their Talk/Abstract submission has been accepted by Admin.
talk_content_uploaded sent to a Delegate when they have uploaded content for their Talk/Abstract.
talk_rejection_notifier sent to a Delegate when their Talk/Abstract submission has been rejected by Admin.
talk_submission_notifier sent to a Delegate when they complete submitting their Talk/Abstract.
metadata_status_user Metadata refers to data providing information about one or more aspects of the data; that is data that can be allocated on Delegates based on their movement on the platform. If enabled, any status associated to this item that has a notification setup will send a notification to the affected users/exhibitors/speakers
pusher_notification sent to a Speaker to notify them that there has been a speaker profile created for them and to request they reset their password.
cpd_certificate sent to a Delegate when they click 'Email Certificate' on their 'My CPD' dashboard. Includes a copy of the Certificate and a breakdown of the units earned.
email_changed sent to a Delegate when the email address assigned to their User Account has been changed.
magic_link sent to a Delegate when Admin click the black 'Send User a Login Link' button on the User list page. It contains a link that will automatically log the Delegate in once clicked. How long the link is valid for can be set via the 'Login Link Expiration Length' field under Tenant settings.
password_change sent to a Delegate when their password has been changed.
talk_content_approved sent to a Delegate when their Talk/Abstract submission has been accepted by Admin.
talk_content_rejected sent to a Delegate when the content they have uploaded for their Talk/Abstract has been rejected by Admin.
group_registrations_new_delegate_notifier sent to a Delegate when their email is used in a Group Registration, inviting them to complete their profile. 
group_registrations_existing_delegate_notifier

sent to a Delegate when their email is already existing in the system and their email has been used for Group Registration again. This should detail how to get in touch with the registration organisers to check on their event attendance. 

 

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