Automation: Send Email Notification
Last Updated: January 21, 2021
This action can be used if you want to automatically send an email to the defined user/s, after meeting the set rules and condition made in the configuration.
Before we can configure an automation, the first thing that we need to do is to build a form.
Sample Fields:
- Employee Name
- Date Filed
- Department
- Leave Type
- Start Date
- Length of Leave
- Reason
1. RULE TRIGGERS:
- On Status Assigned (✓)
- On Ticket Rejected
- On External Call
2. CONFIGURATION
- RULES (Configure your own rules)
Example:
Property Origin: (Form Value ➜ From Form ) Leave Type
Condition: Equal (=)
Operand Origin: (Input) Sick Leave
- ACTION (Send Email Notification)
MODE: NORMAL EMAIL
Enter Email Details:
- To (Recipient)
- Subject
- Body
MODE: DYNAMIC EMAIL
You can enable the Dynamic Email if the recipient’s email or other fixed properties are already indicated in your form.
Email Properties (Fixed):
- Send To
- Subject
- Body
Once you publish the workflow, any requester who submitted a ticket using this form that has met the defined rules and conditions will automatically receive an email notification.
Configuring the Automation Layer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
This action can be used if you want to automatically send an email to the defined user/s, after meeting the set rules and condition made in the configuration.
PREREQUISITE
Before we can configure an automation, the first thing that we need to do is to build a form.
Sample Fields:
- Employee Name
- Date Filed
- Department
- Leave Type
- Start Date
- Length of Leave
- Reason
CONFIGURING THE AUTOMATION
1. RULE TRIGGERS:
- On Status Assigned (✓)
- On Ticket Rejected
- On External Call
2. CONFIGURATION
- RULES (Configure your own rules)
Example:
Property Origin: (Form Value ➜ From Form ) Leave Type
Condition: Equal (=)
Operand Origin: (Input) Sick Leave
- ACTION (Send Email Notification)
MODE: NORMAL EMAIL
Enter Email Details:
- To (Recipient)
- Subject
- Body
MODE: DYNAMIC EMAIL
You can enable the Dynamic Email if the recipient’s email or other fixed properties are already indicated in your form.
Email Properties (Fixed):
- Send To
- Subject
- Body
Once you publish the workflow, any requester who submitted a ticket using this form that has met the defined rules and conditions will automatically receive an email notification.
RELATED ARTICLE(S):
Configuring the Automation Layer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 20/08/2021
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