Check-In: Alert Configuration

(event) > Engage > Check-In > Alert

Jump to:

|| Add || Edit || Delete ||
|| Basic Config ||

Triggers: || Organizations || Attendee Types || Attendees ||

|| Contacts || See Also ||

Here you can configure Certain Check-In to send you alerts when selected attendees check in. You would probably use this to watch for VIPS checking in.

All VIP alerts set up in the event are listed.

To add alerts to the list, click Add New to start the Create VIP Alert wizard.

Suggestion: If you're new to this page, read that Create VIP Alert help topic first, as an introduction to VIP Alerts.

To edit an alert, click edit in the Actions column for that row, to show the Basic Configuration and Triggers sections described below.

To delete an alert, click  delete in the Actions column for that row.

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

Basic Configuration

• Alert Name – (Required) A unique name identifying the alert. Alerts are often named after the Attendee Type(s) watched.

• Active From ___ To ___ – The date range during which check-ins may generate the alert. In mm/dd/yyy format, Pacific Time. Click to select in a calendar, or edit manually.

Triggers

A VIP Alert may have any number of Organizations and/or Attendee Types selected to "watch"; that is, to restrict the list of attendees you can select for it.

Organizations to Watch

A list of the organizations selected in step 2 of the Create VIP Alert wizard.
This limits the list of attendees available to watch for alerts.

• Change Choice of Organizations – Click to display the list of all organizations on attendees' profile records, as shown in Step 2 ("Choose Organizations") of the Create VIP Alert wizard.
  
  If any attendee types are selected (see the next section), this list includes only those organizations with attendees of that type.
  
  To add an organization to the list for the alert, select its check box.
  To remove one from the list, deselect its check box.

Attendee Types to Watch

A list of the attendee types selected in step 3 ("Choose Attendee Types") of the Create VIP Alert wizard.
This limits the list of attendees available to watch for alerts.

• Change Choice of Attendee Types – Click to display the list of all attendee types assigned to attendees, as shown in Step 3 of the Create VIP Alert wizard.
  
  If any organizations have been selected above, this list includes only the attendee types assigned to attendees from those organizations.
  
  To add an attendee type to the list for the alert, select its check box.
  To remove one from the list, deselect its check box.

An alert must have at least one Organization or Attendee Type selected, but does not have to have both It may have any number of either.

Attendees to Watch

A list of the specific attendees selected in step 4 ("Choose Specific Attendees") of the Create VIP Alert wizard.
When any of these attendees are checked in by Certain Check-In, an SMS alert will be sent to the relevant contact(s).

• Change Choice of Specific Attendees –

Click to display the list of all the attendees from the selected organization(s) or with the selected attendee type(s).

To add an attendee to the list for the alert, select the check box for that row.

To remove one from the list, deselect the check box.

Contacts

A list of the contacts to receive the alert, as set up in step 5 ("Choose Contacts") of the Create VIP Alert wizard.

• Clear All – Delete all contacts for this alert.
  Caution: You must then add at least one contact before you can save your changes.

To edit or add a contact:

• 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.)

See Also

• List of all Certain Check-In help topics