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You can create Automations on Makerble that perform an Action when certain Criteria are met

Types of Criteria

Types of Action

  • Contact has been added to a project

  • Contact has been added to a project’s state (e.g. to the Waiting List, Enrolled, Alumni or Declined)

  • Days since a contact has been added to a project and not received an SMS or Email

  • Days since a contact has been added to a project’s state (e.g. to the Waiting List, Enrolled, Alumni or Declined) and not received an SMS or Email

  • Number of events that a contact has been invited to but not attended

  • Days since the contact was tagged in a story

  • Create an In-App Alert for a user

  • Send an Email to a contact

  • Send an SMS to a contact

Every automation is specific to a single project.

Change in terminology

  • Alert Triggers are now called Automations

  • Alerts are now called In-App Alerts

Alert Triggers allow you to define a set of conditions which when met, cause an alert to be triggered.

Alerts are triggered by things that happen to your Contacts.

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3 step explanation

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An alert trigger is like a radar

It scans Makerble for specific things

Using this analogy:

  • the radar is the Alert Trigger

  • the dot in the radar is the Alert

You decide what you want the radar to look for

This is what you do whenever you create or edit an Alert Trigger

When the radar sees something that matches your criteria, it generates an 'alert'

This is the Alert that the user gets in their top menu

You can see all of your ‘radars' (in other words, your organisation's Alert Triggers) on the Manage Alert Triggers page

How to create an Alert Trigger

How to see an Alert

How alerts work

  • Alerts are a special type of notification

  • Alerts appear in the Alerts button in the top menu (its icon is the shape of a klaxon)

  • A number appears next to the Alerts button in the top menu to tell you how many unresolved Alerts you have

  • An alert can either be unresolved or resolved

  • Each alert you receive is about a single contact

Get started with Alerts

Info

In order for you or anyone in your organisation to receive Alerts, one of your Organisation Admins must create an Alert Trigger

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