Create Triggers to Email Class Reminders, Follow-ups and Surveys

Overview

Triggers can be used to send class reminders, follow-up's and surveys to enrolments of classes. We will use Email Templates to be sent by those triggers. Here's the full process on how to create email templates and triggers along with examples.

Creating a Class Survey Email Trigger

This page will guide you through the required steps to schedule class surveys to be sent to all enrolments seven days after the class is closed. The following components will have to be created:

  • An Email Template with the survey information, which will be sent to each enrolment.
  • A Trigger configured with the NotificationSchedulingTriggerAction action. The purpose of this trigger is to send the email template to one enrolment.
  • A Trigger configured with the TriggerFiringTriggerAction action. This trigger will be fired with a list of all the enrolments when the class is closed, after that happens it will call the previous trigger for each enrolment in the list.

Create the Email Template

To create the email template follow these steps:

  • Login into the Administration and navigate to System Content > Templates
  • Click on New

  • Fill in the fields with the following information and click on Save

    NameSurvey Email Template
    TypeEmail
    Enabled(tick)
    Subject
    Course Survey for ${(target.session.event.displayName)!}
    Content
    <p>Hi ${to.firstName},</p>
    
    <p>Thank you for your participation in ServiceRocket's
    training, it has been a pleasure getting to know you.</p> <p>Please take a moment to tell us how we did.
    We appreciate it!</p> <p><a href="[BASE_URL]/survey/${target.session.eventId}.html">
    ${(target.session.event.displayName)!} Survey
    </a></p>

    Remember to change [BASE_URL] with your actual URL, otherwise the email template won't work as expected.

    Supported Entity Types

    Enrolment

  • Write down the ID of the template, you'll need it in the next steps – from now on we'll refer to it as TEMPLATE ID.

Create the NotificationSchedulingTriggerAction Trigger

To create the trigger follow these steps:

  • Navigate to System > Triggers
  • Click on New

  • Fill in the fields with the following information and click on Save

    NameSend 7 day class follow-up Survey to enrolment
    Enabled(tick)
    Action

    scheduled send notifications

    (NotificationSchedulingTriggerAction)

  • Once the Trigger has been created click on Edit Options.


  • When the screen loads click on the plus icon

  • And then, enter in the following fields:

    KeyValue
    toFieldscontact
    templateId
    TEMPLATE ID
    period.beforeOrAfterafter
    period.days7

    See the Triggers documentation for more information about the meaning of each of these options.

                                      

  • Click on Save and write down the ID, you'll need it in the next steps – from now on we'll refer to it as TRIGGER ID

Create the TriggerFiringTriggerAction Trigger

To create the trigger follow these steps:

  • Navigate to System > Triggers
  • Click on New
  • Fill in the fields with the following information and click on Save

    NameSend 7 day class follow-up Survey to ALL enrolments
    Enabled(tick)
    Event
    com.trainingrocket.module.training.event.CourseEventClosedEvent
    Action

    (Fire Trigger)

    TriggerFiringTriggerAction

                       

  • Once the Trigger has been created click on Edit Options

  • When the screen loads click on the plus icon and enter in the following fields:

    KeyValue
    targetFieldenrolments
    triggerId
    TRIGGER ID

  • Click on Save

Test the Triggers

Once the triggers have been created we need to close the event as the Trigger will fire the survey off after the event has been closed. To do this follow the next steps:

Make sure to mark the attendance before closing the class, otherwise this might not work as expected.

  • Login as the Instructor of the class and navigate to the Instructor interface
  • Scroll down and click on the cog icon next to the required event and click on Close


    Make sure to mark the attendance before closing the class, otherwise this might not work as expected.

                                  

  • The class has now been tagged as Closed and the triggers will fire after the allocated time. 

Example Triggers

Below is a list of example predefined triggers which can be used:

Send class follow-up to enrolment after class is closed
NameSend class follow-up to enrolment after class is closed
Enabled(tick)

Action

NotificationSchedulingTriggerAction
Options
KeyValue
toFields contact
templateId
TEMPLATE ID
period.beforeOrAfterafter
period.days0
Send class follow-up to all enrolment after class is closed
NameSend class follow-up to all enrolment after class is closed
Enabled(tick)
Event
com.trainingrocket.module.training.event.CourseEventClosedEvent

Action

TriggerFiringTriggerAction
Options
KeyValue
targetField
enrolments
triggerId
TRIGGER ID
Send one day class reminder to enrolment
NameSend one day class reminder to enrolment
Enabled(tick)
Event
com.trainingrocket.module.training.event.CourseEventEnrolmentCreateEvent

Action

NotificationSchedulingTriggerAction
Options
KeyValue
toFields contact
templateId
TEMPLATE ID
period.beforeOrAfterbefore
period.days1
timeFieldsession.event.startTime
timezoneFieldsession.event.location.timeZone


If you need assistance please contact our Learndot Support team.