Live Activity Reminders

Overview

We are pleased to announce the general availability of the Live Activity Reminder feature. Traditionally, with the Campaign system, you can communicate with your users by sending them one message for each campaign setup. If you want to send them another communication, you need to schedule another campaign. Live activity reminders provide the capability to send a sequence of messages to your users with only one setup.

Live activity reminders can be session based or program based. Session-based reminders send a message for each session of a class. A typical use case can be to send an email to your users prior to each session of your program to remind them of the upcoming class, the agenda, and so on. Program-based reminders send only one email to a participant for the entire program, not each session of the program. This method is useful, for example, to send a welcome message when someone enrolls for a class. You can set up both kinds of these reminders for a program, they are not mutually exclusive.

Step 1: Go to the Jumbula dashboard and click on Campaign –> Live activity reminders and select the type of reminder, program reminder, or session reminder. You can also hover over the plus sign at the top right-hand side of the page.

live-reminder

Step 2: Enter a name for the Task Name. This is for your reference and will be displayed in the Live Activity Reminders list.

live-activity-reminder

reminder-list

Step 3: In the School information section select your desired Season and Year from the drop-down boxes.

session-reminder

Step 4: After defining the season and year, you can include all programs in a season by selecting the All programs option or you can select specific programs by selecting the Selected programs option.

reminder

Note: For camp or before/after care programs, you will have two additional options, All schedules and the Selected schedules.

reminders

Step 5: In the Sender section, you see a drop-down box for From that lists the emails associated with your account. Select the one that you want to be shown to your recipients as the from field. You can use the Reply to field to choose the email that the replied-to emails should be sent to. Use the Cc (carbon copy) and Bcc (blind carbon copy) to further configure the emails.

reminder-sender

Step 6: Enter the subject for your email in the Subject box. Note that you can use the merge tags in the live activity reminders. Click on the information icon i to see the list of options.

subject-tags

Step 7: Enter the content in the Email body, use the merge tags as needed.

email-body-tag

Step 8: You can use one of the email templates that you have saved before by checking the Use template from the library checkbox.

email-template-1

Step 9: By clicking on the Select files... button you can select files and attached them to your email.

attach-to-reminder

Step 10: Click on the Save & continue.

save-reminder

Step 11: At the Event step, you can select whether the reminder should be sent before or after the session starts.

activity-reminder-before-class

Step 12: Use the Time and the Day drop-down boxes to set up the time and the day of sending the reminder.

set-up-time

Note: If you select the After option, only the Day drop-down box will be displayed for you.

set-time-for-reminder

Step 13: In the Advanced options part, if you select the first option, the new reminders will go out as soon as the first scheduled email triggers. With this option, you can schedule the first email, and then instruct the system to send a reminder to a participant as soon as the participant enrolls for the program. If you do not choose this option, the reminders will go out on scheduled times.

options-for-reminder

Note: The Advanced option part will be displayed if you select the Before option.

Step 14: If do not want to send the reminder to the already registered participants, select the second option.

reminder-options

Step 15: Click on the Save & continue button.

save-live reminder

Step 16: Preview your settings and the email content at this step; send a test email if need be, and then click on the Submit button if everything looks good.

reminder-preview

preview-the-reminder

reminder-preview-1

 

After submitting, you will be directed to the Live Activity Reminders page. This page lists all the reminders that you have scheduled and gives you the ability to stop, edit, or delete a reminder. Hover over the Actions menu to see the various actions you can perform on a reminder.

edite-reminder

Use the Activity feed action to check the delivery status, open status, and click status, etc., of the reminders that have been sent or scheduled to be sent.

reminder-activity-feed

activity-feed

Use the Search button to filter the activity feed based on your needs.

search-the-reminder

 

Contact us

Please don’t hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

Best Regards, Jumbula Support Team