Alerts are intended to keep users up-to-date on a participant’s progress by notifying users in real-time whenever a key action takes place. For example, an Alert can be sent when:
A TouchPoint response is submitted or edited
A new Participant or Entity is enrolled or dismissed from a program
Key data is edited by another user
A new participant is referred to a program
A Workflow begins, moves forward, or is completed (only available for customers with Workflow add-on)
An intake form is completed and a participant is enrolled in Connect (this is specific to Program Enrollment, and will not trigger on a TouchPoint attached to an Intake form)
Alert recipients can be ETO users or Entity contacts and are designated by the Administrator when the Alert is created.
For more information…
Already have ETO Alerts?
Click the links below for step-by-step instructions on how to use it.
Working with Alerts
Setting up Alerts
Videos on Alerts
Reporting on Alerts