|Note: Make sure you are logged-in and in the correct event|
Automatic email notifications can be set in order to allow the planner to keep track of changes in the participant status.
Firstly you should enter the participant overview by clicking "participants".
Once there, you have to click "automatic actions".
The "automatic actions" page will appear empty, since no action has been set up yet. Click on the "new automatic action" button in order to create the automated email notification.
Through the "Edit automatic action" page you will be able to set:
- Action name: the name that will show up in the "automatic actions" page
- Addressees: which email address/es will receive the automatic notifications
- Subject of the email
- Message: content of the email the planner will receive with the required details of the participant
In the example below we consider the case of a planner who wants to receive an automatic notification when a VIP arrives to the event.
Once the automatic action has been created, you'll have to set the conditions: when the automatic action will be activated and the email sent out.
After clicking "Conditions" you'll enter the "Action conditions" page. As the "Automatic actions" above, the page will appear empty as no conditions are set as default. Create a "new condition".
In the "Edit condition" page you will be able to set when the automatic action will be activated and when the email will be sent out.
Let's take again the example of a planner who wants to receive an email every time that a VIP arrived to the event. That means that the email should be sent out automatically when the registration status changes to "arrived to the event".
In order to do so, you'll have to set the condition: the email will be automatically sent out once the "Registration status" field will "changes its value to" "arrived to event".
The second condition for this automatic action would be: field participant type is equal to VIP.
Now the automatic section is ready to run, but a last step has to be carried out.
The automatic action will, by default, show up as "Disabled".
You'll just have to click "Enable" in order to activate the automatic action.