Using Notification Rules to Schedule Emails for Memberships and Events | | chillidb

Contact Us

Polymorphic Solutions

Level 13, 97 Creek Street
Brisbane, QLD, 4000

Australia


info@chillidb.com

Tel: 1300 65 72 43

About

Newsletter

Video

Partners

Pricing

Terms of Use

Privacy

Security

ChilliDB is a Registered Trademark of Polymorphic Solutions © 2019

Dec 4, 2018

Using Notification Rules to Schedule Emails for Memberships and Events

0 comments

Edited: Mar 13

Using the Notification rules feature, you can configure emails to be sent at a scheduled time, or relative to a time in the membership or event. This is useful for sending out notifications and reminders before key dates such as event start dates or membership renewal dates.

The notification rules are setup by going to the actions tab of any event or membership. To see the menu item, you must have the ‘Notification Rule’ user ticket.

 

 

 

 

 

 

 

 

 

There are two main types of rules, those based on a specific date, or rules relative to key dates. For example 1 day before event session start.

 

When the date in the rule has arrived, an email will be sent out to members of a membership/those with registered status on an event. This rule will be sent to all people registered to any event session in this event 1 day before the event start date.

 

The email content is taken from the chosen message template. Message templates are created from the utilities menu>message templates>create. Tick store message if you want ChilliDB to store a copy of each email as a note.

 

When you have finished creating your rule, click save. Alternatively, you can create this rule as a template, so you can easily apply the same rule to multiple events/memberships. Templates are chosen from the ‘base on template’ dropdown.

 

The sender of notification rules emails will be the email specified in the Notification Rules Email Address configuration setting.

Was this article helpful?

New Posts
  • You may encounter scenarios where you are emailing recipients who share the same email address. The way this is handled depends on whether mail merge tokens are used in the email or not. Mail Merge Tokens are Used The email is sent out to each recipient as the email content may differ for each one. Mail Merge Tokens are not Used Only one email sent to each unique email address. Was this article helpful?
  • Message templates are used to quickly reuse common emails and maintain consistency with your email structure. Email tokens across multiple different modules are available to personalise your message for each recipient. Message templates are created under Utilities > Message Templates > Create. You will first be asked to give a categorisation, name and description for the message template. Then provide the details of the message including the type of template (either email or SMS), categorisation used when the message is stored as a note, and the subject of the email/sms. Message templates are sent from the send message menu under 'Send Email Using Template' or 'Send SMS using template' Templates can also be loaded from the send message screen by selecting the 'Use Templates' link under the actions menu Was this article helpful?
  • ChilliDB can track if your Messages are being opened or not through the "Track Open" checkbox on the "Tracking Options" section of the Send Message window. These checkboxes are shown by clicking the 'Show Tracking options' link from the actions menu. When each email is sent out, we automatically add a piece of code that requests a tiny, invisible image from our web servers. So when a reader opens the email, the image is downloaded, and we can record that download as an open for that specific email. The opened status of the email can be checked by viewing the note created after the email was sent. It is important to understand that the open rate is not a 100% accurate measure. Recording an 'open' can only happen if the reader's email client is capable of displaying HTML with images, and that option is turned on. So if you are sending text-only emails, there is no way to record open rates. Similarly, people reading your HTML email without images showing will not be recorded as opens. Another issue is that your readers may have a preview pane in their email client. That preview pane might be displaying your email automatically (and therefore downloading the images) without the reader ever having to click on it or read it. So you should never take your open rate as a hard and fast number, because you can never know the true figure. It is much better used as general guide, and as a way of measuring the trends on your email campaigns. Was this article helpful?