Getting the Most Out of

iMIS Process Automation

Andrea RobertsonSarah Hoddinott

Agenda

• Alerts– Usages– Alert components– IQA data sources– Alert formatting

• Scheduled Tasks– Usages– Triggers, Conditions, and Actions

Alert Usages - Public

Personalize website experience and engage members and donors

• Reminder about upcoming events, due dates, etc.

• Personalized call to action

• Suggestions about possible areas of interest based on user’s data

Alert Usages - Staff

Notify and highlight important information

• Important information when viewing a specific contact

• Notification about something that requires attention

• Highlight recent system events

Alert Definition

• Created using an automated task

• Uses IQA query as a driver

• Added to an Alert Set

• Displayed using an iPart

Anatomy of an AlertAlert Display iPart

Alert Set

Automated Task

IQA Query

Add to content Apply CSS styles

Group alerts Set order

Hide from unauthorized users

IQA data sourceHTML

When does alert appear

What data is included in alert text

Does it pertain to selected contact

Who is authorized to see it

Personalized version

IQA Query

• Use to determine when to display alert

• Filter to selected contact if necessary

• Include columns to use in alert text – Use an appropriate alias– Include keys or IDs to construct URLs– Display conditional text

Alert Formatting

• Inline HTML• Icons• Inserting data fields• Links• Repeating data

Examples

• Missing information alert

• Event registration reminder

• To do alert

• Send communications on a scheduled basis– Confirmations or additional order information

– Reminders

– Renewal notices

– Invoices/reminders of outstanding balance

– Communication with attached dynamic report

Scheduled Task Usages

• Run static reports and send via email

• Run stored procedures

• iMIS 200: Issue gift receipts automatically– Based on receipting preference, schedule

monthly, quarterly or yearly

Scheduled Task Usages

• Trigger: When the task should run

• Conditions: Restrict the task to run only under certain conditions, defined using IQA

• Actions: What the task will do

Scheduled Task Definition

• Triggered on a schedule– One time, daily, weekly, monthly

• Future: When a system event occurs– Item purchased, gift received, event

registration, membership join, etc

• Future: When data changes– Data is created, updated, or deleted– Property changes to a specified value

Task Triggers

• Add one or more IQA queries as data sources

• If any of the queries returns results, the task actions will be performed

Task Conditions

• Send a communication

• Run a report

• Run a stored procedure

• Issue gift receipts (iMIS 20-200 only)

Task Actions

• Scheduled: New member welcome email

• Run a report: Recurring donation enrollments

Examples

Questions? Ideas?