Form and Event Communications Triggers & Groups
  • 04 Apr 2024
  • 3 minute read
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Form and Event Communications Triggers & Groups

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Article Summary

Triggers and Groups are used when scheduling a communication campaign for events. Review the explanations below:

Upon Registration or Update

  • Registration form is submitted for the first time or updated. If a registration is rescheduled, this communication will not be triggered.

    • Form and Event Communications (including Scheduler Communications) will only send out if the event status is Confirmed. You can administratively complete a registration form when an event status is Tentative, but the communications will not send out to the registrant.

    • If administratively submitting a registration form via New Registration, Confirmation Pages will not be displayed.

Trigger

Communications are sent...

Direct Entry + Admin Entry

Regardless of the registration method

Direct Entry Only 

Only if the registration is submitted or updated using a public link

Admin Entry Only

Only if the registration is submitted or updated administratively

Upon Registration

  • Registration is submitted for the first time. 

    • If a registration is rescheduled, this communication will not be triggered.

Trigger

Communications are sent...

Direct Entry + Admin Entry

Regardless of registration method

Direct Entry Only

Only if the registration is submitted using a public link

Admin Entry Only

Only if the registration is submitted administratively

Upon Registration (including related event registration)

  • This trigger is rarely used.

    • Registration is submitted for the first time, including registrations submitted through a related event widget. 

    • If a registration is rescheduled, this communication will not be triggered.

    • This trigger is used when the desired behavior is for both the master and related event communications to fire. A typical confirmation email for a campus visit would contain times, locations, etc., for all related events selected during registration. If, however, all overnight visit registrations require a specific communication to be sent, this trigger will activate both master and related event emails upon registration. Additionally, please note that the main event needs an actual email notification for the related-event notifications to fire - just having a confirmation page only communication on the main form is not enough.

Trigger

Communications are sent...

Direct Entry + Admin Entry

Regardless of registration method

Direct Entry Only

Only if the registration is submitted using a public link

Admin Entry Only

Only if the registration is submitted administratively

Upon Update

  • Registration is updated (not including initial registration). If a registration is rescheduled, this communication will not be triggered.

Trigger

Communications are sent...

Direct Entry + Admin Entry

Regardless of registration method

Direct Entry Only

Only if the registration is submitted using a public link

Admin Entry Only

Only if the registration is updated administratively

Upon Waitlist Registration

  • Registrant is placed on the waitlist 

Upon Move from Waitlist to Registered

  • Waitlist registrant is moved from the waitlist to registered 

Upon Cancellation

  • Event registration is cancelled by the registrant 

Upon Event Cancellation

  • Sent at the time of the event cancellation to all registrants and waitlisted students.

Hours Before Deadline

  • x hours before the registration deadline to all registrants in the "Registered" status

Hours Before Event

  • x hours before the event begins to the selected group of registrants

Hours After Event

  • x hours after the event ended to the selected group of registrants

Trigger

Communications are sent...

All Registrants

All active registrants

Attendees

Only to registrants marked as Attended

No Shows

Only to registrants marked as No Show

Include Post-Deadline?

If pre-registration is not required for an event, and attendees will be administratively added after the event deadline, use the group containing Admin: Email Only (including post-deadline). This will allow communications to be sent to the event attendees upon registering. Keep in mind, registrations added via Upload Dataset do not cause mailings using the 'Include Post-Deadline' type Trigger to fire.

When do I use Including Related Event Registration?

Rarely. This trigger is used when the desired behavior is for both the master and related event communications to fire. A typical confirmation email for a campus visit would contain times, locations etc. for all related events selected during registration. If, however, all overnight visit registrations require a specific communication to be sent, this trigger will activate both master and related event emails upon registration. Additionally, please note that the main event needs an actual email notification in order for the related-event notifications to fire - just having a confirmation-page only communication on the main form is not enough!

Submitting a pending/save for later form does not count as a registration for Trigger purposes.


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