Person History Following Event

The Person History following event is an advanced setting that gives you the option of being notified when there are changes to a person's history, such as a change in their membership or marital status. As with other following event types, you can configure any number of specific events which people can subscribe to and receive notifications for. Let's look at how to set up the Person History following event option.

  1. Name - Provide the name of the event. This will also be used for the title on the email so it’s best to use a plural form of the word (e.g., Birthdays instead of Birthday).
  2. Description - Provide a brief description of the event.
  3. Event Type - Indicate the type of event you're configuring. In this case, Person History.
  4. Notice Required - This setting defines whether the follower gets to choose if they will receive this event. Sometimes they should be given the option; other times you know what's best for them.
  5. Send Weekend Notices on Friday - This setting allows you to notify people of events that will occur over the weekend on the Friday before.
  6. Active - Indicate whether the event is currently active.
  7. Fields - This is where you specify which fields in the history data to monitor. Separate multiple items by a comma. Keep in mind that when viewing the fields in a person's history data, status changes are formatted as: 'Modified FIELD value from OLD to NEW'. This includes Demographic Changes only, so you can use fields like Connection Status, Last Name, Birthdate, Communication Preference, and also phone numbers.
  8. Max Days Back - Indicate the maximum number of days back to look at a person's history.
  9. Match Both - If enabled, requires a match on both the Old Value and the New Value. This equates to an AND comparison, otherwise it equates to an OR comparison on the values.
  10. Old Value - This is the value to be matched as the old value. Leave this blank to match any old value.
  11. New Value - This is the value to be matched as the new value. Leave this blank to match any new value.
  12. Negate Person - Use this setting when you want to trigger events only when it is NOT the specified person making the change. This sets the Changed By person match to NOT a person.
  13. Person - This allows you to filter by the person who changed the value. This is always an AND condition with the two value changes. If the Negate Changed By option is also set, this becomes an AND NOT condition.
  14. Notification Format - This is the Lava that will be merged into the email for each event. You'll probably want to copy/paste this from one of the standard events, but feel free to modify it to meet your needs.

Let's look at an example of why and how you might use the Person History following event option.

Say you have a care ministry that helps people who are recently widowed. You can use the Person History following event to make sure those working in that care ministry are alerted when a person's marital status changes from 'Married' to 'Widowed'.

To track this change, you would create a new Following Event set with the basic information: Name, Description, Event Type (Person History) and Notification Format. Then you'd set the following options to capture the change in marital status:

  • Fields = Marital Status
  • Match Both = Yes
  • Old Value = (blank)
  • New Value = Widowed

These settings will cause a notification to be sent whenever a person's Marital Status field changes from any value to 'Widowed'.

This is just one of many uses for the Person History following event. You can see what a powerful and useful tool it can be.