AccuCampus: How do I create a rule for a seminar reminder?

AccuCampus: How do I create a rule for a seminar reminder?

Introduction

In AccuCampus, rules and triggers can be used to create notifications and other actions based on seminar information. This article explains the process, specifically for seminar notifications.

Step-By-Step

1. Navigate to Advanced Options > Settings.

2. Click on the Rules link.

3. Create a new rule.

Set the name and other basic information for the rule. Be as descriptive as possible so other Administrators know what this rule does, then use the trigger "When a seminar reminder is processed" from the dropdown menu as shown in the screenshot below.

4. Create an Action to send automatic notifications by clicking the Add Action button under the "What does it do?" section, then select Send Notification.

This notifications page offers several types of communication modes (on-screen, email, etc). A list of Tokens will be visible on the right side of the screen. These are used to auto-fill information based on the recipient of the message. For example, [[Registration.User.FullName]] will automatically fill in as the recipient's first and last name when it's sent. Use any combination of these Tokens to personalize these action-notifications.

5. Save & test the rule.

Click the Save button on the notification page, and save the rule itself on the rules page. Once finished, test the rule.

The rule must be saved on both the notification and the Rules pages. Otherwise, it will not save properly.

If the rule doesn't work or there's an unforeseen error, review the steps in this article and make sure they were all followed correctly. Contact an administrator if needed.