Exporters can be setup to send E-mail / SMS templates, for example sending finisher e-mails or SMS when a participant finishes. This functionality has replaced that of the Instant Push tool.

E-mail and SMS exporters can be triggered by either a Timing Point or a Split. When a time is received or calculated for the selected Timing Point or Split then the exporter will be triggered (if the filter is also valid). 

When sending E-mails / SMS via exporters the default filter for the template will be pre-loaded into the exporter filter and the Set Checkbox Field will be set when the template is sent. 

Setup

Setting up an Exporter to send an E-mail / SMS template requires a name for the Exporter, a selected Timing Point or Split and the template to be sent. Optionally a filter can be applied which must also be true for the participant in order to send.

Once created the Exporter will be shown in the Chip Timing and Systems tabs where the exporter can be started, paused or stopped. When starting an exporter which is sending an SMS template you will be required to enter the username and password for your account as the sending of SMS will automatically deduct the credits from your account. 

When running Exporters can also be replayed, so this can be started even after the first data to be sent or replayed if an issue prevents messages from being sent. Exporters also observe the setting for Keep Timing Active, meaning that for long-running events they can be started and will remain running until the end of the event. 

Filters

Particularly when using a Timing Point trigger for exporters you may wish to setup a filter to ensure the time which is received should really trigger the sending of the data. For example if using the Finish Timing Point then you may wish to filter on [Finished].

For more complex filters you may wish to use the Raw Data Data Fields.