Sending Comms During Business Hours Video Tutorial:
https://youtu.be/VL8vyQZQ2ZU?si=LdojUCuFl-nropkd
-
If you want to edit a rule or add rule, you can do this by going to the Related items tab on your Event.
-
Scroll down to the Communications Rules section and View All
Click on the Rule number of the one you want to Edit.
Make the required changes to the trigger condition, template or Description and Save.
Select which Object you want to send the email to (currently only Delegate and Event Booking are available)
Select an Action (currently you can only send an Email)
-
Select a Trigger condition based on what email you want to send to whom.
Select an email field (currently only Email is available).
-
Select When to Trigger the sending of the email.
Depending on the Trigger Condition or the Delegate, or Event Booking. This can be immediately, time-based or FIxed Date/Time.
Time Based
-
If your trigger is Time Based then you need to define when the email needs to be sent, assuming the delegate status meets the criteria.
Start Sending refers to when you want the email to be sent.
Stop Sending refers to a hard stop date when you want EventSpark to STOP trying to send an email if it has been delayed for any reason. An example is if a reminder to attend email to a delegate has been delayed, you wouldn’t want EventSpark to keep trying to send it after the event had already started.
You can also capture Business Hours you want emails to be sent during to make sure they aren’t sent overnight when there may be a lower response rate.
Immediately
If your trigger is Immediate then you need to define when the email needs to stop sending.
Stop Sending After refers to a hard stop date when you want EventSpark to STOP trying to send an email if it has been delayed for any reason. An example is if a reminder to attend email to a delegate has been delayed, you wouldn’t want EventSpark to keep trying to send it after the event had already started.
Fixed Date/Time [EventSpark 3.23]
If your trigger is Fixed Date/Time then you need to define a fixed date and time for when the email needs to be sent, assuming the delegate status meets the criteria.
Save
Cancel Paused Events Actions [EventSpark 3.23]
Cancel Paused Event Actions when they get to the Action Stop Date refers to the automatic process wherein, if an Event action has a fixed date sending time and the stop sending time has already been passed, paused Event Actions will change status from paused to cancelled as they no longer meet send criteria.