A Staff Notification Trigger is a Notification Trigger that runs on staff records. It emails the Campus login linked to each active staff member who matches the trigger's Merge Filter, so a message to faculty and staff is selected by staff record rather than by student or household.
One of the following roles is required to access the Notification Triggers page: Admin Full, Admin Read, Admissions Full, Admissions Read, Development Full, Development Read, Finance Full, Finance Read, FinancialAid Full, FinancialAid Read, Health Full, Health Read, Phone Full, Registrar Full, Registrar Read, Scheduling Full, Scheduling Read, Security Full.
Who receives the message
Each staff member whose staff record is linked to a Campus login receives one email, sent to the email address on that login. Staff records with no linked login, and staff records that are not active, are skipped. The Eligible Recipients Filter (User) can narrow the recipients further.
When Require Opt In is checked, which is the default for a new trigger, only users who opted in on their portal notification preferences receive the message. When it is unchecked, every eligible user receives it unless they opted out.
Configuring Staff Trigger
- Navigate to Notifications > Notification Triggers and click New.
- In the Category dropdown, select Staff. The Category cannot be changed after the trigger is saved.
- Set Require Opt In, enter a Name, and check Is Active when the trigger should start running.
- Select an Eligible Recipients Filter (User) and a Merge Filter (Staff). Both are required. The Merge Filter is a saved filter on staff records, such as full-time staff or the staff of one division.
- Select an Email Template (Staff). Only email templates created from the Staff list, with the Teacher merge type, are listed, and the From address, From name, and Subject come from the template.
- Under Custom Settings, choose the Send Rate (Daily or Weekly) and, for a weekly trigger, the Send Day of Week. Optionally set a Deliver at time at which the emails are sent (blank sends them during the overnight run), and optionally the suppression settings described in Notification Trigger Suppression.
- Under Visible for Roles, select at least one role.
- Click Save.
Note: Staff triggers run at 1:00 AM local time, daily or weekly on the chosen Send Day of Week. They do not send on a specific calendar date, and they send about each staff member at most once per day, whatever the suppression settings.
Example: A Staff trigger with Send Rate set to Weekly, Send Day of Week set to Friday, and Deliver at set to 8:00 AM emails every matching staff member each Friday at 8:00 AM from one trigger. A new staff member whose record matches the Merge Filter is included in the next Friday run.
To create a Notification Trigger, follow the steps of Creating Notification Trigger.