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EventPro Software User Manual

Breadcrumb Trail: EPConnect Setup

EPConnect Notifications

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Under EPConnect's Notifications, you define automated email messages that will be sent upon certain actions being completed in EPConnect.

For example, you can set up automated email notifications to be sent to:

Attendees when they complete online registrations.

Event Clients and Event Managers when an event has been created.

Exhibitors if they submit an online password reset request.

Accounts in order to confirm an email addresses for an online account request.

 

Those are just a few brief examples, and you are not limited to those particulars. You have a variety of flexible options for setting up the message content, adding attachments, and selecting recipients.

If you are familiar with setting up automated messages for Virtual Assistants, you will find the process of setting up EPConnect Notifications very similar.

 

Figure 931: EPConnect Notification Setup 

Figure 931: EPConnect Notification Setup 

 

While the Notifications have different purposes, depending on the online process they follow, the steps to setting up a Notification are the same or similar for most types of Notifications.  

The topics within this Notifications overview section will describe the general process of setting up a Notification, including the most common fields and settings you will encounter.

To create Notifications, follow these links to the instructions below:

Start or Edit a Notification

Message Tab

Attachments Tab

oFile Attachments

oReport Attachments

oLetter Attachments

oCalendar Attachments

Send To Tab

Save & Close

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