Check-In: Create VIP Alert (wizard)

(event) > Engage > Check-In > Alert > Add New

This wizard opens when you click Add New on the Alert configuration page.

Step through the wizard to add a VIP alert to Certain Check-In.

First you select Organizations and/or Attendee Types to filter a list of Attendees.

Then you select the attendees for whom you want alerts when they check in.

When you've finished the wizard, you'll return to the Alert configuration page, where the list of alerts will include the one you've just created.

 Video: Check-In: Alerts Configuration (2 min)

Steps:

1. Initial Configuration – basic details (alert name, and date range).

2. Choose Organizations – from those on attendees' profiles.

3. Choose Attendee Types – from those assigned to attendees.

4. Choose Specific Attendees – from those matching the earlier selections.

5. Specify Contacts – the people to receive the alerts.

At the end of each step, click Next to proceed. (Back returns to the previous step.)

Note: You can close the wizard, at any time, abandoning your changes, by clicking X in the top right corner and confirming the action..

Step 1: Initial Configuration

• Alert Name – (Required) A unique name identifying the alert. Suggestion: use the Attendee Type for inspiration.

• Active From ___ To ___ – The date range during which check-ins may generate the alert. Default values: the Event Start Date and Event End Date (as set on Plan > Event Setup > Details).

Step 2: Choose Organizations

• The list includes all Organizations for current attendees.

• Select the Organization(s) to limit the list of attendees to select from in step 4.
  This is optional, but if you don't select any organizations you must select one or more attendee types in the next step.

Step 3: Choose Attendee Types

• Attendee types are listed.

• If you have not selected any Organizations, the list is of all Attendee Types for current attendees.

• If you have selected any Organizations, the list is restricted to Attendee Types for attendees from those Organizations.

• Select the Attendee Type(s) to limit the list of attendees to select from in step 4.
  This is optional if you've selected any organization(s) in step 2; otherwise it's required.

Step 4: Choose Specific Attendees

• List – The list includes all the attendees who:

• • are from one of the organizations selected in step 1 (if any were selected), and

  • have one of the attendee types selected in step 2 (if any were selected).

• Select at least one of the attendees. (You can select any number.)
  An alert will be sent whenever any of those attendees is checked in via Certain Check-In.

Step 5: Specify Contacts

Add the details of each person to receive an alert when one of the selected attendees checks in.

• Name – The contact's name.

• Text-Enabled Phone – Select the country dialling code (default: United States (+1)), and enter the contact's phone number.

• New Contact – Click to add an extra row in which to enter details of another contact. (Repeat as necessary, for more contacts.)

• Finish – Close the wizard, returning to the list of alerts on the Alert Configuration page.

See Also

• List of all Certain Check-In help topics