How To: Bulk Notifications

Overview

Bulk Notifications are a method of sending Notifications en masse.

There are currently nine Notifications available to send via Bulk Notifications;

  1. cpd_certificate

  2. register_account

  3. registration_invoice_confirm_notifier

  4. registration_invoice_paid_notifier

  5. reset_password_instructions

  6. session_instruction

  7. speaker_instruction

  8. Welcome to {{event_name}}

  9. user_import_mailer

Task

  • Send Bulk Notification

Pre-requisites

Instructions

  1. Within the Admin Tools Dashboard, navigate to 'Notifications' then 'Trigger Notifications' via the black navigational bar on the left-hand side of the platform.

  2. Click the blue edit pencil to the far-right of the notification you would like to send.

  3. Under 'Send Email', select Enabled.

  4. Scroll down and click 'Submit'.

  5. Under the 'Send Email' column, once a notification is Enabled, it will say 'True'.

  6. Within the Admin Tools Dashboard, navigate to “Marketing” module and then “Notifications” via the charcoal navigational bar on the left-hand side of the platform.

  7. Ensure the applicable notification is set to 'True' under the 'Send Email' column.

  8. Click the black “Actions” button and then the 'Send Bulk Notification' on the far-right of the applicable notification.

  9. Under 'Notification', ensure the correct Notification is selected from the drop-down list.

  10. Next choose who you'd like to send the Notification to. You can:

    1. Select Delegate Type/s

      • There needs to be at least one active Registration allocated to a specific Delegate Type for this to show in the dropdown options.

    2. Select particular Users from the drop-down list/type in their name, or click 'Select All'.

    3. Select particular Exhibitor Types

    4. Select particular Sponsor Types

    5. Select particular Speaker Types

    6. Date and Time for scheduled notification - By adding a date and time in this field, you will be scheduling this bulk notification to be sent at that date and time. Leaving this field blank will mean the notification will be sent immediately.

    7. Select Tags

  11. Click 'Submit'.

Notes

  • Once you have clicked ‘Submit', do not edit the Notification and/or change it back from True to False until you have confirmed it has finished sending. If it hasn't, any changes you make to the template will apply to any emails the platform hasn't finished sending yet (if for example you're sending more than 100 emails, it can take a few minutes for the platform to process them all). To ensure it has finished sending to everyone, go to the “Reports” tab on top of the screen and then 'Sent Emails’ to check who it has sent to.