Notification Setup

Plan > Configure > Alerts

This page is only available if the Notification feature is enabled under Event Module in the Functional Areas Need by This Event section of the Event Options page: Plan > Configure 0ptions.)

Use the Notification feature to configure an email notification to be sent to one or more recipients when any one or more of the following  reaches a threshold percentage of its capacity or inventory limit:

• attendee types

• agenda items

• total registrations for the event

• room blocks

• sessions

• session instances

For example, if an attendee type called "Executive" has a capacity limit of 100, and you've set the notification threshold for attendee types to 90%, then an email will be sent to the specified recipient(s) when the 90th registrant of the Executive attendee type completes his or her registration.

A notification email is sent if all of the following are true:

1. The Notification option is enabled for the event (Plan > Configure > Options > Functional Areas Needed by this Event).

2. Notification for the item (Attendee Type, Agenda Item, etc.) capacity/inventory is enabled under Alert Settings on this page.

3. A capacity/inventory limit has been set on the item's setup page. (Some items do not necessarily have limits.)

4. The number of registrations for the item reaches its threshold percentage set under Alert Settings on this page.

5. A notification has not already been sent for that item since its capacity was last changed.

Alert Settings

To send a notification when capacity limits have been reached, select the required option(s):

• Send notification email when any Attendee Type reaches [  ] % of its capacity limit –
  Select the check box and enter a threshold value (as an integer between 1 and 100) to send an email to the specified recipient(s) when any attendee type reaches this percentage of the Capacity set on Plan > Event Setup > Attendee Types.

• • To Recipient – Enter the email address(es) to be emailed when the threshold is reached. (Field displayed only when check box is selected.)

• Send notification email when any Agenda Item reaches [  ] % of its capacity limit –
  Select the check box, and enter a threshold value (as an integer between 1 and 100) to send an email to the specified recipient(s) when any agenda item reaches this percentage of the Inventory limit set on Plan > Event Setup > Agenda.

• • To Recipient – Enter the email address(es) to be emailed when the threshold is reached. (Field displayed only when check box is selected.)

• Send notification email when Event Capacity reaches [  ] % of capacity –
  Select the check box and enter a threshold value (as an integer between 1 and 100) to send an email to the specified recipient(s) when the number of registrations for the event reaches this percentage of the Registration Capacity set on Plan > Event Setup > Details.

• • To Recipient – Enter the email address of the person(s) to receive the email when the threshold is reached. (Field displayed only when check box is selected.)

• Send notification email when any Room Block reaches [  ] % of its capacity limit –
  Select the check box and enter a threshold value (as an integer between 1 and 100) to send an email to the specified recipient(s) when any room block  reaches this percentage of the Inventory limit set on  Accommodation Blocks" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Plan > Accommodation > Blocks.

• To Recipient – Enter the email address(es) to be emailed when the threshold is reached. (Field displayed only when check box is selected.)

• Send notification email when any Session or Session Instance reaches [  ] % of its inventory limit –
  Select the check box, and enter a threshold value (as an integer between 1 and 100) to send an email to the specified recipient(s) when any session or session instance reaches this percentage of the Capacity  set on Manage > Speakers and Sessions > Sessions.

• • To Recipient – Enter the email address(es) to be emailed when the threshold is reached. (Field displayed only when check box is selected.)

 Video: Managing Alerts

When you select a Send Notification option, the Event Primary Contact email address is automatically entered in the To Recipient field. You may change the recipient address or enter additional addresses (separated by commas or semicolons).

You may want to send additional notifications to recipients when new thresholds have been reached. For instance, if you change the threshold from a lower to higher percentage; perhaps I sent a notification when 50 % of limits were reached, and now I want to know when 90% of limits are reached. However, Certain only sends one notification email per Send Notification setting. To send additional notification emails when limits are reached, you must "reset" the notification system. Resetting the system affects all the thresholds for attendee type records, agenda items and the event capacity, except those that have already reached 100% of their capacity limits.

• Reset – To reset the system, click the Reset link, which shows only when limits are reached.

Alert History

This section shows a record of each Alert email and each reset action.

Click a record to view the details of an Alert email.