We are excited to introduce a powerful automation criteria that allows you to track the time elapsed since a project member's last event invitation.
Automation Criteria: “days without an event invitation since being added to the project”
You can create automation based on the following criteria, i.e. conditions that trigger an automation.
Why do it
- Allows an Automation (Alert Trigger) to be created when a contact is added to a project but not added to the event.
How to do it
- On the Create Automation page, in the Automation Criteria section, you will find three options, IF, IS, and THIS.
- In Condition Field 1 (IF), add an item to the dropdown called “days without an event invitation since being added to the project”
- In Condition 3 (THIS), enter a number.
For detailed instructions on Automation Criteria and much more go to this Helpdesk article.
How to see progress trackers selected for a beneficiary?
You can see the progress trackers that have been selected for a beneficiary.
Why do it
- Allows you to see how many progress trackers have been selected for a beneficiary (contact).
- Helps in deciding and filtering out which indicators need to be added or removed.
- Better analysis of the outcome for the particular beneficiary.
How to do it
- Click on My Apps in the top left corner and then click on Contacts.
- Then, click on one of your contacts to see their selected progress trackers under bio.
For detailed instructions on Progress Trackers and much more go to this Helpdesk article.
