Check-In: Create VIP Alert (wizard)

The VIP Alert wizard creates a VIP alert in Certain Check-In. The wizard opens when you click Add New on the Alert configuration page. After completing the wizard, the newly created alert appears on the Alert Configuration page. Video: Check-In: Alerts Configuration (2 min)

Overview

The VIP Alert wizard is used to configure a VIP alert for check-ins in Certain Check-In. It walks through five steps to filter attendees and specify alert recipients. The process starts by selecting Organizations and/or Attendee Types to filter attendees, then selecting the attendees to receive alerts when they check in, and finally configuring the contacts who receive those alerts.

Video

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

Steps

Step 1: Initial Configuration

Alert Name is required.
A unique name identifies the alert.
Suggestion: use the Attendee Type for inspiration.
Active From and To define 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 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 includes all 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.

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