Author Topic: Fill out Questionnaire before event with automatic reminders (Read 900 times)

sonicthoughts · April 25, 2013, 09:34:39 am

I'm sure someone has done this and the answer is simple and elegant. There are so many approaches I'm stuck

Just trying to do something very basic:
1. normal event registration.
2. inlude link to webform to fill out Questionnaire
3. send email to bug people who registered but didn't fill out Questionnaire before the event.

A. Want to make sure emails are confined to specific event which is generated from a template.
B. Can add to group in #1 via profile (ie. Online Registration or Not filled out Questionnaire)
C. Can add (not remove) group or activity in webform.
D. Want something supported by scheduled reminders
E. Really want to keep it simple if possible (ie, not creating a scheduled job, to change groups, etc.)

Can't seem to figure out logic that makes this automated and work with scheduled email logic:(

Couple of approaches:
Add to participant status option "Registered With Questionnaire". Problem is webform can't change participant status
Upon registration add to "Requires Questionnaire" group. Problem webform can't remove from group
Use two groups or 1 group and activity: "Requires Questionnaire" group upon registration , "Completed Questionnaire" upon webform completion: Problem: users remain in "Requires Questionnaire" group.

Anybody have an elegant solution?

petednz · April 25, 2013, 01:25:47 pm

for part of it how about

Group A = registered
Group B = filled in questionnaire
Group C = (existing custom search) In Group A but not in Group B

should give you a smart group of people you need to hassle

sonicthoughts · April 25, 2013, 02:13:20 pm

Yes - that will work but I was trying to be clever and in Advanced query wanted to use relative dates but that doesn't seem to be supported in the search builder. So I am using search builder for Registered event status, in Group A but not in Group B. Need to make sure participant status changes to Attended or No-Show so I don't risk an email to reduce risk of sending to the wrong group.

Thanks!

sonicthoughts · April 29, 2013, 05:59:51 pm

Believe it or not, I'm still trying to figure this out. It seems to me like a fairly common use case ...
1. Scheduled reminders does not support smart groups - I added as a mailing list, but still didn't show up in the dropdown. A bug???
2. Even if it did .... I need access to the event tokens so I can display the event (ID, title, etc.) so for Scheduled reminders I must select an event entity. So I can select participant status ... but I actually do not want any of the participants added I want a group (if #1 above would work) since the Scheduled Reminders can only 'OR' participants and a group I'm forced to use "something". So I could create a dummy participant status that will never trigger participants and also include the smartgroup. As people fill out the form, the smartgroup will dwindle and eventually (hopefully) nobody will get the email.... I'm sure there is a far more elegant solution.

Feature request would be to 1) allow fix Scheduled Reminders to accept smart-group mailings (I'll see if it is something obvious and suggest a patch) and 2) provide "remove" logic the way it includes groups.

I may have to resort to a hook in the webform and try to remove from the group or do via API, but was hoping that writing a module wouldn't be necessary.

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Author Topic: Fill out Questionnaire before event with automatic reminders (Read 900 times)

sonicthoughts

Fill out Questionnaire before event with automatic reminders

petednz

Re: Fill out Questionnaire before event with automatic reminders

sonicthoughts

Re: Fill out Questionnaire before event with automatic reminders

sonicthoughts

Re: Fill out Questionnaire before event with automatic reminders