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.