How do I set up event-based communication in Student Management Cloud?

To send communications when an event occurs, you need to associate events to a category and then create a communication using that category.

You now manage this setup from the Student Management Categories page—not from the Events setup.

Create a Category and Associate Events

From Student Central, search for Student Management Categories. Create a category and add the events you want. The category will stay inactive until you activate it.

Create an Event-Based Communication

From Student Central, search for Communications. When you create an event-based communication, you might want to take note of these fields and what they're for.

For example, when a task is assigned to a student, you might want to send a communication to notify the student of the assignment.

Field What they're used for
Category Select a category to which the event has been associated in the Student Management Categories Setup.
Event-based If you select Event-based, the communication is generated and triggered based on the selected event.

In this example, select the Task Assigned event.

Select Event

Select an event associated with the previously selected category.

After you create an event-based communication, it stays inactive until you activate it.