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How to get the most out of Process Automation (iNNOVATIONS 2015)

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A technical presentation on how to use the Process Automation tools in iMIS RiSE to build engaging alerts and efficient automated tasks. Slides by Molly Verduzco, presentation by myself and Sarah Hoddinott.

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How to get the most out of Process Automation (iNNOVATIONS 2015)

  1. 1. Getting the Most Out of iMIS Process Automation Andrea Robertson Sarah Hoddinott
  2. 2. Agenda • Alerts – Usages – Alert components – IQA data sources – Alert formatting • Scheduled Tasks – Usages – Triggers, Conditions, and Actions
  3. 3. 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
  4. 4. 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
  5. 5. Alert Definition • Created using an automated task • Uses IQA query as a driver • Added to an Alert Set • Displayed using an iPart
  6. 6. Anatomy of an Alert Alert 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
  7. 7. 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
  8. 8. Alert Formatting • Inline HTML • Icons • Inserting data fields • Links • Repeating data
  9. 9. Examples • Missing information alert • Event registration reminder • To do alert
  10. 10. • 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
  11. 11. • 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
  12. 12. • 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
  13. 13. • 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
  14. 14. • Add one or more IQA queries as data sources • If any of the queries returns results, the task actions will be performed Task Conditions
  15. 15. • Send a communication • Run a report • Run a stored procedure • Issue gift receipts (iMIS 20-200 only) Task Actions
  16. 16. • Scheduled: New member welcome email • Run a report: Recurring donation enrollments Examples
  17. 17. Questions? Ideas?

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