EMAIL TRIGGERS
There are two types of email triggers.
Job email triggers
Lead email triggers
Essentially they do the same thing but can be tailored separately. Simply by using Time and Attendance, these can send automatic email triggers to alert your staff and clients to the status or reminder to do something for that Job.
It is important Lead Operations, Job Operations, Target Lead Times, Lead Types, Job Types are completed and working as this data is required before doing so.
With the aid of a simple user interface, you are able to set up as many automatic email triggers as you require.
You may create as many Email Triggers as you like to accomplish all automated email notifications.
When an Operation or Target is due or has been completed an email can be sent to default persons in the organisation or the client.
Negative dates can be entered to create a post-event type email trigger like percentages held after the initial install.
A list of all the template variables is available on this site to help you personalise the messages.
Potential applications & uses for email triggers can be as follows;-
- Internal notifications
- Client notifications
- Trades notifications