Learn how to configure an event-based trigger that sends email alerts for new enquiries processed from the holding area.
This article covers:
About triggers
Automation triggers help you streamline repetitive tasks by setting up rules that automatically perform actions based on specific events or dates.
Note: You must have system admin access to set up office triggers.
Set up email alerts with a trigger
Note: Access as a system administrator is necessary to set up the email alert trigger, as it will apply to all processed enquiries.
- Go to: Settings > Automation > Triggers
- Select the Office Triggers Tab
- Click Add New Trigger
- Create the following trigger:
- Type - Event Based
- Event Trigger - Client Added from Holding Area (Sales)
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Action - Activate Email Alert
- Designly Template - Upon populating your desired template, the sender, subject and frequency options will appear.
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Live - Ensure you tick this option
- Click Save
After activation, any enquiries processed in the holding area will be set up with an email alert customised to their needs and the settings outlined above.