Check-In: Create VIP Alert (wizard)

The wizard opens when the user clicks Add New on the Alert configuration page. The wizard steps through to add a VIP alert to Certain Check-In. The user first selects Organizations and/or Attendee Types to filter a list of Attendees. The user then selects the attendees for whom alerts are needed when they check in. After finishing the wizard, the page returns to the Alert Configuration page, where the list of alerts will include the newly created alert.

Video: Check-In: Alerts Configuration (2 min)

Steps

Step 1: Initial Configuration

Alert Name – (Required) A unique name identifying the alert.
Suggestion: use the Attendee Type for inspiration.
Active From ___ To ___ – The date range during which check-ins may generate the alert.
Default values: the Event Start Date and Event End Date (as set on Plan > Event Setup > Details).

Step 2: Choose Organizations

The list includes all Organizations for current attendees.
Select the Organization(s) to limit the list of attendees to select from in step 4.
This is optional, but if you don't select any organizations you must or more attendee types in the next step.

Step 3: Choose Attendee Types

Attendee types are listed.
If you have not selected any Organizations, the list is of all Attendee Types for current attendees.
If you have selected any Organizations, the list is restricted to Attendee Types for attendees from those Organizations.
Select the Attendee Type(s) to limit the list of attendees to select from in step 4.
This is optional if you've selected any organization(s) in step 2; otherwise it's required.

Step 4: Choose Specific Attendees

List – The list includes all the attendees who: are from one of the organizations selected in step 1 (if any were selected), and have one of the attendee types selected in step 2 (if any were selected).
Select at least one of the attendees. (You can select any number.)
An alert will be sent whenever any of those attendees is checked in via Certain Check-In.

Step 5: Specify Contacts

Add the details of each person to receive an alert when one of the selected attendees checks in.
Name – The contact's name.
Text-Enabled Phone – Select the country dialling code (default: United States (+1)), and enter the contact's phone number.
New Contact – Click to add an extra row in which to enter details of another contact. (Repeat as necessary, for more contacts.)
Finish – Close the wizard, returning to the list of alerts on the Alert Configuration page.