Create and Manage Scheduled Alerts

This article will walk through how to schedule an alert to be sent at a future time on a recurring or non-recurring basis.

Create a Scheduled Alert

1. Sign in to your site

2. Navigate to the Send Alert or Send Poll form:

3. Fill out the fields that will be necessary for your alert/poll

   Note:

   Reference Send an Alert or Send a Poll articles for how to fill out the fields

4. In the Schedule section, select the box next to Schedule this alert in the future?:

5. Configure a day and specific time to send your alert:

   • Schedule Date: The day the alert will be sent. To set a value, click the calendar icon and select the correct month, day, and year.

   • Hour and Minute: These fields determine the exact time the alert will be sent.

6. If the alert will be sent regularly, select how often the alert should recur from the Recurring drop-down list

7. Once the recurring period is set from the Recurring dropdown menu, set an End Date

   Note:

   Adding an End Date is required.

8. Click Schedule at the bottom of the Preview section to schedule the alert.

View, Edit, or Unschedule Previously Scheduled Alerts

1. Make sure you are signed in to your site

2. Select Scheduled Alerts from the navigation menu:

3. On the Scheduled Alerts page, a list of scheduled alerts will populate and include a history associated with it:

4. A scheduled alert can be edited by selecting the Next Execution Date hyperlink:

   1. A history record will be created and shown in the History table when a scheduled alert is updated

   2. To modify an alert, select Edit Alert:

   3. Once redirected to the alert information, select the field you'd like to edit or unschedule