One of the many handy trigger conditions Regpack offers is the waitlist or “Waitlisted” trigger. This trigger allows you to cause actions to occur once a user adds themselves to a waitlist for a product.
This is commonly utilized to send out a specific email to the user letting them know that they have been added to a waitlist, as well as communicate an approximation of the timeline for the waitlist.
This trigger can also be utilized to send an email to an admin to inform them that a product quota has been filled, and there are users still interested in signing up beyond its capacity.
Below we will walk through how to set up a waitlist trigger on an email in the system.
First, you’ll navigate to Email Management by going to Settings then clicking Emails.
In Email Management you can choose to trigger an existing email or create a new email.
Once your email is ready to be triggered, go ahead and select “Trigger” while hovering over the email.
Next, you can choose who the email will be sent out to, and from who it should be sent. Generally, you’ll want the email to send to the head unit (in a family/group system) or the email on file for the user (in an individual system). You can choose to have an admin in your system carbon copied (Cc) so they are alerted anytime a user is added to a waitlist.
From there, the admin can add a “Waitlist” status to the user. You can then trigger an email to go out and forms to add to their profile once you change their status from “Waitlist” to another status, such as “Accepted”.
You can also create an additional email that will only send to an admin with tokens to identify the user and product waitlisted. Ensure the “Send Only Once” setting is turned “OFF” so that the alert can go out more than once.
Afterward select “Set Trigger Conditions” at the bottom of the menu.
Finally, you’ll want to select the “Products / Services” you’d like to have the trigger apply to. Once the product is selected by a user after the quota has been reached, the trigger will apply and send your waitlist email. Read more here about managing waitlisted users.
