Connection Card Pro Help & Documentation

Did you Attend Automated Message for Self Check In

Looking for a way individuals can check themselves in and record their own attendance? Use Connection Card Pro’s “Did you Attend” Automated Alerts/Notifications for self-check-in!

Connection Card Pro gives you options for sending automated texts, emails, push notifications and Slack messages to new guests, users or members from your organization and individual departments if desired. These automated messages can help you greatly in connecting you to new guests and keeping connected to your members. You can use the generic messages we have provided for these automated messages or create your own in the Text and Email Template pages.

Our “Did you Attend” automated feature allows your members to “check-in”, recording their attendance for that day and helping you get a more accurate account of who was there for one of your meeting times!

Setting up “Did you Attend” Automated Communication

From the menu:
Communications > Settings > Automated Communication Settings

• These settings apply to your entire organization and will be applied to each department as the default. Enable or disable alerts and notifications listed here. Departments can change these settings at the department level, but any features disabled at the organization level can’t be enabled at the department level.
• Scroll down to the “Did You Attend" Notification. Click the Edit button to set up an automated alert to be sent – selecting what individuals to send to based on their classifications and select one to 3 meeting times that meet on this day as options for them to select the one they attended. Select who to send to and day of week to send and time to send.
• Click “New Alert” to create additional “Did you Attend” or other alerts and notifications.
• Note: Automated emails or texts need to be scheduled and sent out the same day as the meeting time.

After creating your Automated Alerts and Notifications be sure to set up your individual Department communication settings in Groups > Departments > Settings Button for Dept. > Communication Settings.