Send an additional e-mail in your workflow

 

In the Office module, you can display another field in your register and pre-registration workflows.
This is available for the Reception module and Intranet module.

Examples of use:

  • Notification for your cafeteria about additional visitors

  • Indication for responsible persons for resource planning (e.g. for meetings with room & equipment)

  • Informing a department or work group of the arrival of a client or a group (e.g. a school class).

 

The separate selection for the e-mail template first has to be activated in the administration, which you can do under "Other settings” > "Mask configuration".

You will find the field as shown in the screenshot on the activated forms. In the selection you will find all existing e-mail templates.

Example: Your visitor arrives at reception and is registered by the staff. You only want to send an e-mail to a very specific department or person in certain cases.

This could be the case, for example, if you offer training and register a visitor for a training. In order to send an e-mail to the person responsible for the training to inform them that a participant has arrived, you can select the e-mail template "Training" in the registration mask and thus send out an e-mail when the registration is completed.



How to add a new selection field in the mask configuration can be read here:

Other Settings Mask configuration

 

 

 


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