How do I set up automatic or triggered notifications on AccuCampus?

How do I set up automatic or triggered notifications in AccuCampus?

This article explains how to set up automatic or triggered notifications in AccuCampus. To learn how to send a message to a user, see How do I message users in AccuCampus? To learn how to set up a notification topic, which must be in place prior to setting up triggered notifications, see How do i create a notification topic in AccuCampus?

1. From the Main Sidebar, hover over Advanced Options.





 2. Click on Settings.





3. Click on Rules.





4. Click on Create New.





5. Enter a unique and specific Name and Description for your rule.





6. Check Active. If this is left unchecked, the rule will not be used by the system.





7. Select a Trigger for the rule. The trigger tells the system when to apply the rule.





8a. Set the Conditions for the rule. This tells the system how to apply the rule.

     



8b. To add more than one condition, click the And or Or  buttons and enter the next condition. To remove a condition, click the X button.





9. Click Add Action. The Action tells the system what to do when the trigger and conditions are met.





Warning: From this point forward, only click within the text boxes. Clicking anywhere else on the page will cause these dialogue boxes to close and all work within them will be lost.

10. Select Send a notification as the action.





11. Select the notification topic.

     



12. On the right hand side of the screen, a dialogue box will appear. This box contains tokens that can be used as part of your notifications.





13a. You can assign a Fixed User (meaning that any time this rule is triggered the notification will go to this user.)



13b. You can use a token to identify the type of users that the notification should be sent to. In this example, the token [[Appoinment.Attendee.Id]] tells the system that this notification should go to any user (the ID token) who missed an appointment (the trigger) at the Counseling Center for Individual Counseling (the condition). 





14. Enter a title for the notification. If you would like to personalize the title, you can add tokens to the title. In this example, the appointment attendee's first name will be used in the notification title.





15. Choose how the notification should be delivered. Note that text messages have a nominal fee.





16. If sending the notification via On-screen, fill in the information that should appear to the user. If desired, you can use tokens to personalize the message.





17. If sending the notification via E-mail, fill in the information that should appear to the user. If desired, you can use tokens to personalize the message.





18. If sending the notification via Text, fill in the information that should appear to the user. If desired, you can use tokens to personalize the message.





19. Click Save.





20. If desired, add another action. If not, click Save.



    • Related Articles

    • Module 17 - Notifications Rules in AccuCampus

      Module 17: Notifications Rules in AccuCampus Topic: Rules (Notifications) Notification Topics Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on user ...
    • How do I set up rules in AccuCampus?

      This article explains how to create rules within AccuCampus. Rules are used to automatically trigger actions within the system. They can be used to send notifications, assign or auto-complete action items, add or remove tags, etc. 1. From the Main ...
    • Module 21 - Other Rules in AccuCampus

      Module 21: Other Rules in AccuCampus Topic: Other Rules Parts of Rules Prompt Ratings Rules Debut Information Rules Stop  Execution Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based ...
    • Module 20 - Add or Remove Tags Rules in AccuCampus a

      Module 20: Add or Remove Tags Rules Topic: Rules (Add or Remove Tags) Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on user actions within the ...
    • Module 19 - Auto Complete Action Item Rules in AccuCampus

      Module 19: Auto-Complete Action Item Rules in AccuCampus Topic: Rules (Auto-Complete Action Item) Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on ...