Management of Triggers (2.0)
Setting up email triggers
Automated emails which send critical/high priority reports straight department managers/subject matter expects so that actions can be carried out quickly and effectively.
In your procedure click the three buttons next to the files tab
You will be taken to the triggers page where all active and inactive triggers will be displayed in their appropriate tabs.
To add a new trigger, click the “Add Trigger” button in the top right of the screen.
Give your trigger a name.
You can send a trigger based on a simple condition such as:
You can also send a trigger based on more complicated logic for example:
Once you have completed the logic, add the email address(es) of the users who should receive the trigger.
Format the subject and body of the email you wish to send.
A link to the report will automatically be attached.
Press “Create Trigger” at the bottom.
You can always come back and edit your trigger later down the line or inactivate it if it is no longer relevant.
Beta Authoring Triggers
The Zaptic Beta authoring experience brings the authoring and trigger creation in line for easier use and application. Zaptic uses the term "Trigger" to refer to an automated occurrence which happens based upon either the simple act of a report ...
Populating Data Management - LTS Customers
The section of the portal is where you can add locations as well as any other unit against which you wish to report... Each section on the Data Management page will relate to a specific activity within the campaign. Depending on the varying KPI's, ...
How to invite a new user?
Note 1: You need to have USER management permission to do this operation. A quick way to verify if you have that permission is to quickly check if you can see the TEAMS tab (located at the top of your Zaptic page). If you don't see this, you should ...
Create, Edit and Delete Unit Types
Data Management is are a powerful feature in Zaptic. It enables Zaptic Portal users to: - Setup standardized list (example: list if areas on a site, list of product etc.) - Establish hierarchies (example: connect the area to a list of sub-areas) - ...
Permissions Viewing user permissions To view an existing user's permissions go to the Teams tab in the top bar. Search for the desired user in the search bar in the top middle of the screen. Click on the user in question to open their profile and ...