Tip!
You can use the Is Session Candidate rule to dictate whether Delegates on sessional courses should trigger the workflow or not, as per below:
- Is Session Candidate Equals No = This means the workflow will only trigger for Delegates on a head course or a non-sessional course.
- Is Session Candidate Equals Yes = This means the workflow will only trigger for Delegates on a child session.
Module | Used For | Standard Recipients Available | Example Workflow Rules Available | Action Trigger Dates Available in Workflows | Key Fields Available |
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Course Date | Communicating Course Information i.e. Course Date Statistics |
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Course Date Booking | Communicating Booking Information i.e. Booking Confirmations |
| Rules are not often used with this module |
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Invoice | Communicating Invoice Information i.e. Invoice Overdue |
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Password Reset Request | Sending out reset password links when requested by users |
| If one language and one workflow, no rules are needed If multiple languages are needed, multiple workflows are required and you will need to add the following rule:
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Placeholder | Communicating Placeholder Information i.e. Cancelled Placeholder |
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User Award | Communicating User Award Information i.e. Award is due to Expire, Target Date is approaching |
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User Course Date | Communicating Generic Delegate and Trainer Information i.e. Delegate Confirmation, Certification, Cancellation |
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User Course Date Class | Communicating Classroom BasedDelegate and TrainerInformation i.e. Joining Instructions, Course Date Reminder |
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User Course Date Documents | Communicating Document Based Delegate Information i.e. How to access your document |
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User Course Date eLearning | Communicating eLearning Based Delegate Information i.e. How to access your eLearning |
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User Course Date Web | Communicating Web BasedDelegate and TrainerInformation i.e. Joining Instructions, Course Date Reminder |
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User Role | Communicating when a user's roles have changed i.e. A user has been assigned the Training Administrator role | You need to enter an email address to be a recipient of UserRoles emails |
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