Letter Trigger Timing & Offset Options

Use letter triggers with activities or events to automatically send an email when a specific action takes place in the platform. Each letter trigger type offers timing and offset options that help you customize exactly when the letter is triggered - down to the minute for some event trigger types.

This article breaks down letter trigger Timing and Offset options by letter trigger type.

Heads Up!

Enrollment, completion, and award triggers occur overnight and not immediately when passed by an admin or the system. Only if a user directly passes a trigger will the trigger occur immediately.

Activity letter triggers

Below are the trigger timing options broken down by trigger types for activities; timing offset options are included - if available:

Heads Up!

Enrollment and Completed letter triggers feature a 3-day lookback window based on an enrollment creation date or enrollment completion date.

In-Progress triggers

Enrollment trigger

• On Enrollment - trigger an email immediately upon enrollment
• After Enrollment - trigger an email at a defined time after enrollment
  • Add a time interval in days, weeks, or months

Due Date Reminder trigger

• On Due Date - trigger an email on the assigned due date
• Before Due Date - trigger an email at a defined time before an assigned due date
  • Add a time interval in days, weeks, or months
• After Due Date - trigger an email at a defined time after an assigned due date
  • Add a time interval in days, weeks, or months

Due Date Reminder triggers offer a Repeat option which allows the email to be automatically triggered every week, every other day, or every day until an activity is completed.

Completed triggers

Failed, Passed, Dropped, No Show, or Any Completed trigger

• On Completion - trigger an email immediately upon completion
• After Completion - trigger an email at a defined time after a completion
  • Add a time interval in days, weeks, or months

Award triggers

Expiration

• On Expiration Date - trigger an email immediately upon award expiration
• Before Expiration Date - trigger an email at a defined time before an award expires
• After Expiration Date - trigger an email at a defined time after an award expires
  • Add a time interval in days, weeks, or months

Expiration triggers offer a Repeat option which allows the email to be automatically triggered every week, every other day, or every day until an award expires.

Event letter triggers

Below are the trigger timing options broken down by trigger types for events; timing offset options are included - if available:

In-Progress triggers

Enrollment trigger

• On Enrollment - trigger an email immediately upon enrollment
• After Enrollment - trigger an email at a defined time after enrollment
  • Add a time interval in days, weeks, or months

Start Date Reminder

• Before Start - trigger an email before an event's scheduled starts
  • Add a time interval in minutes, days, weeks, or months
• After Start - trigger an email after an event's scheduled starts
  • Add a time interval in minutes, days, weeks, or months

Start Date Reminder triggers offer a Repeat option which allows the email to be automatically triggered every week, every other day, or every day.

End Date Reminder

• Before End - triggers an email before an event's scheduled end

  • Add a time interval in minutes, days, weeks, or months

• After End - triggers an email after an event's scheduled end

  • Add a time interval in minutes, days, weeks, or months

Completed triggers

Failed, No Show, or Passed trigger

• On Completion - trigger an email immediately upon completion
• After Completion - trigger an email at a defined time after a completion
  • Add a time interval in days, weeks, or months

Heads Up!

On Completion triggers only work at the Activity level (not Path or Collection level) for any completion status (such as Passed or Failed). The Passed or Failed triggers are sent in the nightly batch.

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