Create a Sequence

A sequence is a trigger for your Workflow and all its associated actions. You can group any sequence and up to ten sequences together in a workflow. The multiple sequences can be independent of each other.

This article focuses on:

Create a Sequence

Once you have created a workflow, create one or more sequences. Here are the steps:

  • After Creating a Workflow, click the “+” button
  • Type a title and description for your sequence
  • Choose a trigger type
  • Set up one or more actions
  • Click Publish

Campus Cloud displays the sequence in Manage Workflows.

You can put up to ten sequences into a single workflow. Sequences within a workflow are not connected -- they run independently and can have independent triggers and actions.

Types of Triggers

Three types of triggers let you create sequences that take actions you specify, in response to students’ interactions with the app. 

Manual Trigger

Sequences created with a manual trigger do not run until you click the Run button, found next to the sequence name in Manage Workflows.

Scheduled Trigger

Scheduled Trigger runs at a specific date in the future. You can schedule a sequence to run once, or many times in the future (a recurring sequence).

Form Completion Trigger

Form Completion trigger happens when a user in a specific audience completes a form that you specify. The trigger happens when the user submits the form. The same trigger happens regardless of how the user responds to the form.

Types of Actions

There are three types of actions you can perform in response to triggers. 

Post in Channel

Creates a new thread in a Community channel of your choosing. The channel used in this action can be public or private. You can post your message on behalf of any host (organization or service). The host should be added to the channel for you to be able to use this action in a sequence. 

Send a Notification

Sends a message to all members of an audience of your choosing. Any audience in Campus Cloud can be used in this action. The notification you send will appear in the app Notification Center. Depending on users’ notification settings, the notification may also be sent as a regular push notification. You can see your sent notification in Campus Cloud, under Notify in the menu bar.

Send Message to Form Respondent

Sends a single message to the user who submitted a form. This action is only available with the Form Completion trigger. 

Content Linking

Content Linking lets you set up a Workflow to send out notifications to users that include Forms and Resources. You can use Workflows to send any Resource or Form in Campus Cloud to a student and schedule these workflows to run in the future. Or, you can send tailored messages including linked content, based on a student's responses to Forms.

Content Linking makes navigation to key information easier for users and ensures content can be easily found by directly linking it to your Workflow notifications. For more information, please see Getting Started with Workflows.

Message Editor

The Message Editor lets you create a message for use with different actions. For example, you can create a message to post in a Community channel. Or, you can compose a message to be sent to a student after they complete a form. 

To use the message editor, click Add Message when creating an action within a sequence. 

message_editor_workflows.png

Figure 1. The message editor, showing the Add Field menu.

The Form Completion trigger lets you dynamically create messages based on a user’s responses: your message can dynamically change before being sent. This is similar to a “mail merge” feature that lets you send personalized messages to many different people without having to retype each message. 

You can use the following fields to dynamically create a message: 

  • User name
  • Form name

For example, you can create a message that addresses a student by their name, or makes reference to the form they just filled out. 

Edit a Sequence

  • In Manage Workflows, search for the sequence you want to edit, or view it in a workflow
  • Next to the sequence name, click “...” (more)
  • Click Edit

sequence_edit1.png

Figure 2. Edit a sequence

 

Campus Cloud displays the sequence editor where you can make changes to your sequence.  

Or, you can click a sequence’s name in the list to view details for that sequence, then click Editor. You will be taken to the sequence editor. 

sequence_edit2.png

Figure 3. Edit a Sequence using Editor 

 

When saving any change to a sequence, you will be prompted to type a message explaining your change. This will be saved and displayed in the Change Log. For more information, see View a Record of Changes to a Sequence.

Note: 

You cannot change a trigger for a published sequence -- you must delete the sequence and recreate it to change a trigger.