Create & Manage Scheduled Alerts

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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 Send alert or send poll options.

  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? Schedule this alert in the future checkbox.

  5. Configure a day and specific time to send your alert Schedule future alert date and time.

    • 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 Set recurring frequency.

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

    Note:

    Adding an End Date is required.

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

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 Scheduled alerts navigation button.

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

  4. A scheduled alert can be edited by selecting the Next Execution Date hyperlink Next execution date hyperlinked text.

    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 Edit alert button.

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