|Build alerts and send customized email notifications to users and/or participants.|
|User will need Project Design and Setup rights.|
For creating the condition(s) to trigger the alert. You might have experience with advanced syntax if you've built a data quality rule, a calculated field, an advanced form filter, advanced branching logic, an or Automated Survey Invitation.
To find variable names, form names and raw values used to construct the logic for the alert trigger or to include data in the notification message.
To include already collected data into the notification message.
Can be included in the alert trigger syntax or as a source for piping values into a message.
For example, the Smart Variable [record-dag-name] corresponds to the unique group name of Data Access Group to which the current record belongs, and could be used in the alert trigger syntax to send a notification to a user based, in part, on the record's DAG assignment. The Smart Variable, [form-link:instrument:Custom Text], could be used to include an HTML web link in the notification, so the user could navigate to the specified data entry form for the current record/event/instance.
Set Up Notes
Components of Building an Alert
Testing an Alert