You can open automated communication in two ways.
One) Open your chosen project
Two) open the automated communications via the Library and materials
There are approximately four actions to get started but it is important to start with the first one which is to name your communication
Automated Communication the overview
Step one: Set the trigger and the foundation of your rule
Step two: select your channel
- this is where you decide on what channel your communication will reach your participant.
Step Three: Set a start date and stop date
-This is where you decide the start and stop dates of this rule
How to set the trigger
To start you have up to 6 steps in a rule. You can after done with these steps add more rules.
The first step is set on what the communication should trigger this is the step where you decide on what the rule intends.
”Trigger when” has two options:
One) ” matching ALL these rules”
Two) "matching any of these rules”
Here is where you can decide if and when to send an email or text when any of these rules are met or all of these rules are met. The difference? How strict the communication is.
Then you have to decide on what part of your course that should trigger your rule?. For example, should the rule relate to an activity, a module or a date?
The next step change depending on what you based your rule on (that was what we just decided in the previous step) but to give an example:
There are around six steps to set a rule for when a participant has not started an activity
There are around 4 steps to set the rule for the communication that says 5 days after a participant first logged in send, for example, there can be a text that says ” welcome to our course and please be sure to log in before Friday the 10th”.
3 GOOD RULES TO USE
Rule one, step one: participant not logged in (make sure trigger is set to "match all the rules")
- Set the trigger to “participants”.
- Set the chosen status to “is” and choose ”not activated”
Step two: Need to add the "log in" rule to make useful:
- Set trigger to "participant"
- Choose "Activated"
- Choose either more than/exactly/less than and add how many days (for example exactly 30 days)
Rule two: Participant did not answer the event
- Set trigger to “event”
- Choose the correct event
- Then choose “calendar invitation response”
- Choose “is”
- Choose “no response”
- (need to add logged in rule to make useful)
Rule three: Automated communication on a specific date
- Set trigger to date
- Then select the date of your choice
And as a reminder. Don’t forget to choose the communication channel, email or text and don’t forget to choose a start and stop date for the rule. This is an important part of the automated communication that prevents the rule to continue indefinite.