NOTE: View the New Admin Experience version of this article.
You can manage a number of general Automation Rule settings and configure their default run-time schedule/frequency on the Configure Automation Rules page, located in the Admin interface.
How to access the Configure Automation Rules page
- Click Admin in the Webmaster Links menu.
- Click Admin.
- Select Configure Automation Rules from the Tools > Automation Rules menu.
Configure General Settings
In the General area at the top, you can set important information that will be used in various Automation Rule emails:
This should be the name of your community, organization, etc. The Community Name will be applied to the [Tenant.CommunityName] variable in any Automation Rule email templates that use it.
|Community Manager's Email Address||
Select your community's Community Manager from the menu. Their email address will be used as the From Address and email signature block in various email rules.
NOTE: Only users with Super Admin rights are selectable in the menu.
|Link To Your "Introduce Yourself" Thread||
A community best-practice is to create an "Introduce Yourself" thread in one of your site's Discussions where members can introduce themselves to the community.
If you have such a thread, link to it here.
|Link To Renew||For many integrated clients, Higher Logic pulls over users' membership renewal information from their AMS or database. If you have a dues renewal page you want to make available, link to it here.|
Configure Your Default Run-time Schedule
In the Rule Schedule area, you can configure/schedule the timing/frequency rules are run on a day-to-day basis:
|Default Schedule for ALL Automation Rules|
|How frequently should the scheduled Automation Rules be run?||
Select the frequency ALL rules should be run (regardless of rule type) OR disable them entirely. Options include:
NOTE: For ALL Automation Rules except Email-based rules (e.g., Ribbon, Community Member, etc.), the system will run them according to the specified frequency above every single day of the week. You can alter the run schedule on a separate daily frequency than this for Email-based rules only – see below.
|Additional configurations specifically for Email Automation Rules:|
|What days of the week should the rules be run?||Select the desired days from the menu; selected days are indicated by a check mark and listed in the menu.|
|What is the daily time window in which to run the rules?||Select the desired start and end time.|
|What is the time zone for the daily time window?||This menu simply lists the time zone established for your site. You can update your time zone on the Tools > System Settings page in the Admin interface (click the provided System Settings link to access it).|