Triggers

Triggers help to create the app personalization experience.

The trigger helps to identify a group of people based on their actions within the app or where they fit in the community by role. The trigger then attaches content or buttons to the role or group to show information in the app to specific users, such as determining the buttons and events shown on the Home feed.

To configure, see Create a Trigger.

To create a trigger, please follow the steps below:

1. In the Admin sidebar, find and select Triggers.

2. Click + New Trigger.

3. Enter a Name value. This should be a descriptive name that is easily recognized by you and other admins.

4. Set the conditions for user matching for this trigger as needed. See the table below.

5. Click Save.

● Run Daily

○ Enable this to set a daily recurring run time. Triggers without the run time set are never used to match users to events and are used for smart buttons only.

● Run Time

○ This field is shown when Run Daily is enabled. To set, click the clock icon. Adjust the numbers and AM/PM selections up or down until the correct time is shown. The system will use this run time to determine when to automatically refresh the triggers tied to specific users.

● User Role

○ Select any role defined in the system to associate this trigger to any users given a particular role.

● User Group

○ Select any group defined in the system to associate this trigger to any users given a particular group.

● Interested Event

○ Select any event defined in the system to associate this trigger to any users who have liked a particular event.

● Reserved Event

○ Select any event defined in the system to associate this trigger to any users who have reserved a particular event.

● Viewed Event

○ Select any event defined in the system to associate this trigger to any users who have viewed a particular event

● Follows User (ID)

○ Type in IDs of the users. Add more than one ID in a comma-separated format. Example: Users can follow a fitness instructor user on the app. Create a trigger to support telling residents about new classes offered by this instructor.

○ NOTE

■ To find the user ID in the Users admin, click the i icon to quickly navigate to the user. User ID is shown above the Name fields on the Edit User page.

● Only Members Located Near Event Location

○ If enabled, specify Distance. Enter the max distance to the reference location (in meters). Type or use the arrows to increase or decrease the number.

○ IMPORTANT

■ Only use this condition if it matters that people must be in the vicinity when viewing the app.

● Only Members Located Near Custom Location

○ If enabled, specify Address. Type the address and select a suggested item to create the custom location entry. Event P&A address is used by default.

○ For example: An event is occurring at the Clubhouse. In this case, the location is the Clubhouse address unless you specify otherwise.

○ IMPORTANT

■ Only use this condition if it matters that people must be in the vicinity when viewing the app.

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IMPORTANT

All settings are considered AND logic, where all fields and conditions must be true in order for the user to be part of this trigger. For example, a trigger with only a Role defined will likely be a larger group than a trigger with the same Role as well as a Group designation. Add multiple conditions to continue to limit the users in the trigger.

Triggers can impact a broad number of users. To see results for which users are included or excluded from Triggers, please follow the steps below:

1. In the Admin sidebar, find and select Triggers.

2. Find the Trigger you wish to review and click on the name.

3. Click View Expected Results.

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The following information is shown on the Expected Results page:

1. Trigger

- a. Name of Trigger for results shown.

2. Next Run In

- a. Approximate time until the next time this trigger will run automatically.

3. Location

- a. Indicates location being referenced in trigger conditions.

4. Distance

- a. Indicates distance allowable from the trigger location.

5. Matching Users

- a. Indicates users that have been matched to this trigger. These users will see applicable events, pages, and smart buttons.

6. Matching Users (Ignoring Location)

- a. Indicates users that have been matched to this trigger, regardless of location settings or user location. These users will see applicable events, pages, and smart buttons.

7. Matching Events

- a. Indicates the events that are shown on the Home feed as a result of this trigger being matched.

8. Matching Places

- a. Indicates the pages that are shown on the Home feed as a result of this trigger being matched.

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Listed at the bottom of this page are the events and their matching status. Use this information to see detail for each event, including:

1. Location: Location used for matching, if enabled.

2. Already matched members: This is a list of users that can already see the event on the Home feed, and have been matched to the trigger in a prior run time.

3. Members which will be matched: This is a list of users that will match the trigger and see the event on the Home feed after the next run time.

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To run triggers manually, see Run Triggers Manually.

To run a trigger outside of the daily automatic process, please follow the steps below:

1. In the Admin sidebar, find and select Triggers.

2. Find the trigger you wish to review and click on the name.

3. Click View Expected Results.

4. Scroll to the bottom of the page and choose one of the following options:

- a. Run Trigger Now: Use this option to manually run the trigger. This logic includes all location conditions during the run time.

b. Run Trigger Ignoring Location: Use this option when you want to jump-start the trigger and skip the location-based logic temporarily. Typically used early in the app launch, prior to significant amounts of location data being available.

NOTE

Please wait for 5-10 minutes prior to testing any configuration requiring these triggers. This allows sufficient run time for all matching and updates.

To edit a trigger, please follow the steps below:

1. In the Admin sidebar, find and select Triggers.

2. Find the Trigger you wish to edit and click on the name.

3. To update the Name, type a new value in the name field.

4. To update the Run Time, click the clock icon. Adjust the numbers and AM/PM selections up or down until the correct time is shown.

5. Update trigger conditions as needed. For details on the trigger condition options, see Create a Trigger.

6. Click Save.

To delete a Trigger, please follow the steps below:

1. In the Admin sidebar, find and select Triggers.

2. Find the trigger you wish to edit and click on the name.

3. Click x Delete.