Automated email notifications workflow

Automated email notifications are sent out when user or admin performs the associated action.

Admin can create custom email notifications that can be triggered on specific activity being performed.

Email notification

For example, if you want to be notified when a user selects “Yes” for a question, you can create a custom email notification, select the form and the question which when answered would trigger the form. Everytime, a user submits the form and answered that question, the concerned admin would receive the notification.Email Triggers

 

What kind of email does the co-author receive when they are invited to create an account and contribute to the abstracts? Is this email customizable?

The co-author receives the email with login credentials which he/she would use to log in to the dashboard and update his profile and edit the abstract submitted the primary author. This email is customizable from the backend by going to Email broadcast > Automated notifications

How to set up automated email notifications for general forms and survey forms?

When someone registers, purchases a ticket or submits an abstract, an email is automatically sent to the user and the admin notifying them about the activity that just took place. We have created automated notifications for all of these forms.

However, for general forms and survey forms, the admin has to setup automated notification emails manually to receive notification whenever someone fills the form or a particular question in the form.

To set up an automated notification for a general form or a survey form, do the following:

  1. Go to Email Broadcast > Automated notifications and click on New. 
  2. There you have to enter a title for the email notification
  3. Enter email subject
  4. Set the Status to Enabled to enable sending/receiving this notification
  5. Add content of the email, if any, so you know what this notification is all about
  6. Choose the form for which you would like to receive/send the notification. You can also choose the specific question which is whenever submitted by the user, would trigger an email notification. 
  7. Then, if you’re sending this notification to user, simply click on Save and you’re done. The user would receive the notification whenever he/she submits the form for the first time. Do understand that it wont send the notification everytime the user updates the data filled in the form.
  8. To send this notification to admin, enable the “Send Email to Admin” button and select the admins to send this notification to one or more admins. Click on Save. That’s it. Now, you will receive notifications whenever someone submits this particular form.

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Why I’m unable to add a co-author to my abstract?

Here’re three scenarios in which you would be unable to add a specific co-author to your submission:

Scenario 1: If an abstract is assigned to a reviewer, then this reviewer can not be added as co-author in the same abstract.

Scenario 2: If organization check is enabled, then the reviewer of the same organization as one of the co-authors of the abstract, can not be added as a co-author.

Scenario 3: If the co-author has already been included in maximum number of submissions that is allowed by the organizers, submitter would not be able to that co-author on additional abstracts.

Why the co-author’s information is being overwritten?

Here’s what has happened:
If a co-author already exists in the system (probably because another submitter submitted an abstract and added this co-author), the system does not allow the submitter to make any changes to the co-author’s profile.
So, if “Submitter” has added “co-authors” who already have a profile in the system from a different abstract submitted earlier, the “Submitter” would be able to add them to her abstract but would not be able to update their profile.
The reason system does not allow submitter to add information about a co-author who exists in the system is to prevent any submitter from being able to edit their profile information they have added on their own. 
An admin can update the co-author’s information from under Contacts Management in the backend, however.