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

  Name	Survey Email Template
  Type	Email
  Enabled
  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.

  See Create and Preview Custom Email Templates for more information.
  

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

  Name	Send 7 day class follow-up Survey to enrolment
  Enabled
  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:

  Key	Value
  toFields	contact
  templateId	TEMPLATE ID
  period.beforeOrAfter	after
  period.days	7

  

  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

  Name	Send 7 day class follow-up Survey to ALL enrolments
  Enabled
  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:

  Key	Value
  targetField	enrolments
  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:

• 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
Name	Send class follow-up to enrolment after class is closed
Enabled
Action	NotificationSchedulingTriggerAction
Options	Key Value toFields  contact templateId TEMPLATE ID period.beforeOrAfter after period.days 0

Send class follow-up to all enrolment after class is closed
Name	Send class follow-up to all enrolment after class is closed
Enabled
Event	com.trainingrocket.module.training.event.CourseEventClosedEvent
Action	TriggerFiringTriggerAction
Options	Key Value targetField enrolments triggerId TRIGGER ID

Send one day class reminder to enrolment
Name	Send one day class reminder to enrolment
Enabled
Event	com.trainingrocket.module.training.event.CourseEventEnrolmentCreateEvent
Action	NotificationSchedulingTriggerAction
Options	Key Value toFields  contact templateId TEMPLATE ID period.beforeOrAfter before period.days 1 timeField session.event.startTime timezoneField session.event.location.timeZone