Use triggers and groups to control when form and event communications are sent and which registrants receive them.
Before you configure triggers and groups
Form and event communications, including Scheduler communications, are sent only when the event status is Confirmed. If the event status is Tentative, you can administratively complete a registration form, but Slate does not send communications to the registrant.
Confirmation pages do not appear when a registration form is submitted administratively through New Registration.
If a registration is rescheduled, registration and update triggers do not fire.
Submitting a pending or save-for-later form does not count as a registration for trigger purposes.
Registration triggers
Upon registration or update
Sends the communication when the registration form is submitted for the first time or updated.
Group | Communications are sent |
|---|---|
Direct Entry + Admin Entry | Regardless of registration method. |
Direct Entry Only | Only if the registration is submitted or updated using a public link. |
Admin Entry Only | Only if the registration is submitted or updated administratively. |
Upon registration
Sends the communication when the registration is submitted for the first time.
Group | Communications are sent |
|---|---|
Direct Entry + Admin Entry | Regardless of registration method. |
Direct Entry Only | Only if the registration is submitted using a public link. |
Admin Entry Only | Only if the registration is submitted administratively. |
Upon registration, including related event registration
Sends the communication when the registration is submitted for the first time, including registrations submitted through a related event widget. This trigger is rarely used.
Use this trigger when both the master event and related event communications should fire. For example, a multi-session event might need a confirmation email that includes times and locations for all related events selected during registration.
The main event must have an email notification for related event notifications to fire. A confirmation-page-only communication on the main form is not enough.
Group | Communications are sent |
|---|---|
Direct Entry + Admin Entry | Regardless of registration method. |
Direct Entry Only | Only if the registration is submitted using a public link. |
Admin Entry Only | Only if the registration is submitted administratively. |
Upon update
Sends the communication when the registration is updated after the initial registration.
Group | Communications are sent |
|---|---|
Direct Entry + Admin Entry | Regardless of registration method. |
Direct Entry Only | Only if the registration is updated using a public link. |
Admin Entry Only | Only if the registration is updated administratively. |
Upon waitlist registration
Sends the communication when the registrant is placed on the waitlist.
Upon move from waitlist to registered
Sends the communication when the registrant is moved from the waitlist to registered.
Upon cancellation
Sends the communication when the event registration is canceled by the registrant.
Upon event cancellation
Sends the communication to all registrants and waitlisted registrants when the event is canceled.
Time-based triggers
Time before deadline
Sends the communication to all registrants in the Registered status a specified number of days, hours, and minutes before the registration deadline.
Time before event
Sends the communication to the selected group of registrants a specified number of days, hours, and minutes before the event begins.
Time after event
Sends the communication to the selected group of registrants a specified number of days, hours, and minutes after the event ends.
Group | Communications are sent |
|---|---|
All Registrants | All active registrants. |
Attendees | Only registrants marked as Attended. |
No Shows | Only registrants marked as No Show. |
Post-deadline administrative registrations
If pre-registration is not required for an event and attendees will be administratively added after the event deadline, use the group that includes Admin: Email Only (including post-deadline). This group sends communications to event attendees when they are registered administratively after the deadline.
Registrations added by Upload Dataset do not cause mailings using the Include Post-Deadline trigger type to fire.