This article...
- Details how to access and manage global settings for your Automation Rules.
- Describes the two settings that are required in order to use Automation Rules, as well as how to link to a "best-practice" page.
- Discusses the "run" settings and explains how to set a default schedule for all "scheduled" Automation Rules.
- Describes how to set scheduling parameters (days of the week, Start and End times) that are specific to "email" types of Automation Rules.
To manage Automation Rules settings and configure default schedule and frequency:
- In the Admin Toolbar, click Admin.
- Navigate to Automation > Settings.
The Automation Rule Settings page opens.
Its two sections, General and Rule Schedule, are where you configure default settings for your Rules; the settings are described below.
General settings
This section has settings for required information that will be used in various Automation Rule email messages.
Use the table below the image for information on these settings and for guidance on how to specify them.
When you've finished, proceed to the Rule Schedule section or scroll to the bottom of the page and click Save.
IMPORTANT: The Community Name and Community Manager's Email Address fields must be specified before you can work with Automation Rules. If either of these values is missing, an error message displays on this page and you cannot proceed until you've specified the required values.
| Field | Description |
|---|---|
| Community Name | 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 | If your community uses an "Introduce Yourself" thread (a community best practice) in one of your site's Discussions, specify its link here. |
| Link To Renew | If your community has a "renew your membership" page, specify its link here. |
Rule Schedule settings
This section is where you:
set the "run" schedule for non-email-based Automation Rules and
configure the frequency and time window for email-based Automation Rules to run.
Use the table below the image for information on these settings and for guidance on how to specify them.
When you've finished, scroll to the bottom of the page and click Save.
| Field | Description |
|---|---|
| Set a default schedule for all "scheduled" Automation Rules. | |
| How frequently should the scheduled Automation Rules be run? |
Accept the default run schedule (Once a Day) or
click the dropdown to either:
NOTE: The system will run all Automation Rules, except email-based Rules, every day according to this schedule. Refer to the settings below to configure the run schedule for email-based rules. |
| Set scheduling parameters that are specific to "email" types of Automation Rules that are set to "scheduled". | |
| What days of the week should the rules run? | Click the dropdown and select the days; selected days are indicated by a check mark. |
| What is the daily time window in which to run the rules? | Click into the field and use the up and down arrows to set the Start and End times of the "run" window. |
| What is the time zone for the daily time window? | This field inherits the value of the Time Format "system setting," which is managed in the Time Zone field on the General Settings page (Settings > General). Click the System Setting link to access that page. |