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This article will discuss the process of Sending Calendar Event Notifications.
During the Event Creation process, there is a “Send Reminder?” field at the bottom of the form.
Setting this field to “Yes” will begin the process of sending the notification for the Calendar Event.
Initially, this Reminder, or Notification, can only be sent to the Attendees of the Event. Once the Event has been fully created, you will be able to send the Notification to other individuals. Sending notifications to other individuals is discussed further along in this article.
Once you have set the “Send Reminder?” field to “Yes”, you will want to enter a Notification Title.
Next enter a Date to Send (or Schedule) the Notification.
Notifications are sent out in batches every 5 minutes, so if you need a reminder to go out immediately, you can set the Date and Time to either the current Date and Time, or a time in the past. The Notification will then be sent at the next 5-minute mark.
If you want a notification to be sent at a particular time, you can enter that date and time manually, or you can calculate that time using the “Show/Hide Date Calculator” feature.
Entering a numerical value and selecting the period of time before or after Start Date/Time of the Event will automatically fill out the “Date to Send” field for you.
After determining when you want the Notification sent, you can then send the notification up to three different ways:
Send the Notification to the internal Collaborate Message Center
Send the Notification via email to the Event Attendees
Send the Notification via SMS message to the Event Attendees.
Once you have filled out all the pertinent information regarding the Event Notification, you can save the event, and the Notification will be sent out accordingly.
After the event has been created, you can still send more Notifications for that same event.
To do so, view the event itself, and you will see two Event Options relating to Notifications:
Add a Staff Reminder and
Add a Client Reminder.
To send additional Staff Reminders, click the “Add a Staff Reminder” link. The next screen will allow you to perform the same process as before, and send new Staff Notifications.
To send a Client Reminder for the Event, click the “Add a Client Reminder” link. The next screen will allow you to manually enter in any email addresses or mobile phone numbers to which you are looking to send a Notification.
You can view a list of all Notifications related to an Event in the “Reminders” Listview at the bottom of the Event Profile page.
Notifications that have not yet been sent can be Updated up until they have been sent out. After the Notifications have been sent out, you can send new ones at any time utilizing either the “Add a Staff Reminder” or “Add a Client Reminder” links on the event Profile page.
See Also:
- Notifications - Introduction
- Sending Service Appointment Notifications
- Sending Assignment Notifications
- Sending Task Notifications
- Sending Case Notifications
- Notification Settings
- Notification Templates
- Creating New Notification Templates
- Notification Templates - Magic Words
- Default Template Functionality
- Glossary