Send Email After Activity Enrollment
RecTrac 3.1.10.18.00
Table of Contents
Problem
I would like to have an email notification triggered by an Activity Section enrollment sent to a specific staff member. How can I set this up?
Solution
Most modules have the ability to send email notifications tied to a purchase of an item within that module from the Email Features tab.
Note
Similar to Rules, Fees, and Questions, Email features use the same linking-level logic. Define the scope of your email notifications and determine which linking level will be appropriate. For this example, we will be using Activity Section Management, however, these steps can be adapted to a higher linking level within Activity or any other module.
Steps For Solution
- In RecTrac, go to Activity Section Management.
- Highlight the desired record from the DataGrid.
- Click Change.
3. Click on the Email Features tab.
4. Here will be a list of email notifications tied to the current activity, click Add to create a new email notification. - Set Transaction Type to Enrollment.
- Either choose staff members from the Staff Contact list or manually enter email addresses separated by a single comma in the Free Form Contact List.
- The default message indicates that an enrollment has taken place, however, you have the ability to change the message with the Override Text.
- Click Save to save the email feature.
- Click Save to save the record.
The next time a patron enrolls in this activity, your chosen staff members will receive a notification.