To manage a number of general Automation Rule settings and configure their default run-time schedule/frequency:
- Access the Admin interface.
- Navigate to Automation > Settings.
Configure general settings
At the top is the General area, where you can set important information that will be used in various Automation Rule emails. If you make any changes, click Save at the bottom of the page.
|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||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
At the bottom is the Rule Schedule area, where you can configure/schedule the timing/frequency rules are run on a day-to-day basis. If you make any changes, click Save at the bottom of the page.
|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 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 site's time zone on the Admin > Settings > General page (click the provided System Setting link to access it).