EAB note: Automations are a powerful tool that allow users to automatically add students to Appointment, Enrollment, Messaging, or Survey Campaigns. Using automations can greatly increase the number of notifications sent from Navigate360, so we recommend restricting the number of users who can use them.
Find information on EAB’s three-part App Admin Summer Retreat, which will include automations as a topic, in the July 2024 events on this website.
Log in to find three EAB Help Center articles created in spring 2024:
Creating a Campaign Automation:This workflow guide describes how to create a Campaign automation from either a Saved Search or Saved V3 Report.
Creating a Send Message Automation: This workflow guide describes how to create a Send Message automation from either a Saved Search or Saved V3 Report.
Creating an Issue Alert Automation: This workflow guide describes how to create an Issue Alert automation from either a Saved Search or Saved V3 Report.
