Automation

Facebook Group Creation

Friday, Dec 7, 2018 by Scott Spence Facebook, Automation

Training is a social event - people getting together to talk about a specific topic. Naturally everyone on a course has a common interest in the topic at hand. Why not use this to form a bond between participants and the trainer? By using social media it is possible to increase loyalty and create a following for repeat business. If you can involve students in posting messages this will increase the chance of them making referrals to others to attend your training.

360 degree surveys and reports to validate training

Thursday, Nov 10, 2016 by Scott Spence Survey, Form, Automation

In human resources or industrial psychology, 360-degree feedback , also known as multi-rater feedback, multi source feedback, or multi source assessment, is a process utilized by organizations to solicit information from a variety of workplace sources on an employee’s work-related behavior and/or performance. Most often, information solicited in a 360-degree feedback process will include feedback from an employee’s subordinates, peers (colleagues), and supervisor(s), as well as a self-evaluation by the employee him or herself.

Editing Process Paths and time based automation

Wednesday, Jun 29, 2016 by Scott Spence Process Path, Automation

When automating documents it can be useful to send an email or export at a specified time, for example when you wish to send a reminder for a student to attend a course two days before the start, or a follow up feedback form request a week after a course. If you couple this with other features of process steps and process paths you can trigger reminders for people to pay 5 days after registering, if the student has not already paid.

Setup a Batch Processor Role and Login

Monday, May 9, 2016 by Scott Spence Automation, cron, Integration

Batch Processor is a user/role combination that has limited permissions to see only the export queue and status. This role/login is used to carry out batch automated events such as: USI validation Xero invoice creation Customised workflow validation Facebook event creation These can either be run on your own computer using Selenium Scripts that we can supply or you can request that we run and monitor them for you.

Facebook Event Automation

Sunday, Apr 3, 2016 by Scott Spence Facebook, LinkedIn, Automation

Once Facebook Event Creation is configured entering the necessary information will make automation the event creation. The steps are: Enter default information Enter Course Category information Test the automation steps Provide details to CourseSales.com to set up the automation triggers Confirm the data is entered into your event list, and appears on the correct page In preparation you need to: Facebook You will need to give access to the account scott.

Facebook Event Creation

Wednesday, Mar 30, 2016 by Scott Spence Facebook, Automation, Facebook Event

This assumes that you have a Facebook page to promote the event on. You may also wish to create Facebook groups. You can either ask CourseSales.com to configure your system for facebook integration or you can configure it yourself. The follow instructions enable you to configure Facebook Event creation onto your Facebook Page. Configuring the Automated Facebook Event The basic steps required are: Modify/create a form and fields for the option ‘Branch’

Working with Extranet pages

Tuesday, Mar 15, 2016 by Scott Spence Extranet, Form, Workflow, Automation

Extranet pages are used to gather information and trigger process steps. These pages are associated to process steps on the process path. Adding the extranet links into emails create a one-use link that can get confirmations such as trainer availability, confirming an address is correct before sending a certificate, or getting confirmation from a trainer that a student has passed competency. To add extranet links into an email and customised the appearance or functionality you can add ‘&css=xxx.

Use SMS to request the completion of a form

Thursday, Oct 2, 2014 by Scott Spence SMS, Workflow, Automation

Configure CourseSales.com to use an email to SMS gateway Configure the mobile phone number fields to be the correct internal type We assume you have document forms, otherwise create new document forms. Create email to request completion of the form, including the link for the document form, we suggest using a URL shortening service Create a new role using the internal type ‘Email to SMS’

Automatic course date status changes to completed

Thursday, Jul 24, 2014 by Scott Spence Course Date, Automation

CourseSales.com automatically changes the status of courses to ‘Completed’ using a rule set on the Course Master. Users can also manually change the status of any Course Date at any time. Course Dates with the status ‘Completed’ do not show on CourseSales.com public course pages, and also are not returned from web service queries. To set or adjust the rule on the Course Master, look for the field called ‘Make Completed’.

Setup Automatic Price Rules

Saturday, Jul 12, 2014 by Scott Spence Automation, Price Rule

The flexibility of CourseSales.com price rules means that you can have pricing automatically updated to reflect a standard pricing rule based on time triggers. eg: With CourseSales.com you can! I want my course prices to start at the maximum discount of 15% to spur people to make early bookings, then to automatically increase on each course per week 10 weeks before the course starts reaching the maximum price in the 2nd to last week before the course.

Setup Contacts

Saturday, Apr 26, 2014 by Scott Spence Automation, Contact

CourseSales.com manages not just registrations but also contacts (these might be referred within your organisation as students or customers). Contacts can be automatically created using a process rule to match the information on a registration form to a contact form. When a pre defined field, eg. email address, matches the same field on both a document form and a contact form the contact record can be automatically updated, or if there is no match a new contact record can be created.

Automation

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