People Help

Mail Alerts

With the help of Mail Alerts, get instant alert notifications about the changes made to your organizational account. Get notified whenever a record is added, edited, deleted, approved and rejected. Configure mail alerts for the forms and each of its action as per your requirements. Mail Alert is fully customizable and controllable thus giving you, the user, maximum flexibility.

Configuration of Mail Alert

Mail Alert is a one time configuration process. You just need to configure mail alerts for the forms once in order to get notified automatically every time when a record is added, edited, deleted, approved and rejected.

Only Administrators (those who have the 'Admin' role) can configure mail alerts. You can create mail alerts based only on the forms that are available in your organizational account. You can create mail alerts for 5 different set of actions for each individual form.

How do I create a new Mail alert?

You can easily create mail alerts and send notifications to your organizational employees about the changes made to the system. Configure custom mail alerts for individual form actions and send email notifications to individuals, group of users, managers, role based user groups, and departments. For example, you can configure mail alerts for the 'Employee' form and notify your employees everytime when you add a new record (i.e., when you add a new employee record) so that your employees will be notified that a new employee has joined the organization.

Mail alert can be configured for the below listed 5 actions.

  • When a record is created.
  • When a record is edited.
  • When a record is deleted.
  • When a record is approved.
  • When a record is rejected.

Please follow the steps below to configure a mail alert.

  1. Log in as Admin.
  2. Go to 'Setup' at the top of the page.
  3. Click 'Mail Alerts' under 'Automation'.
  4. Click on 'Add Alert' button.
  5. Select form for which the email alert is to be configured.
  6. Choose the form action on which the email alert should be triggered.
  7. Name the Alert.
  8. Configure the email template.
  9. Click 'Save'.

How do I Edit, Enable/Disable & Delete Mail Alert?

Edit Mail Alert

  1. Log in as Admin.
  2. Go to 'Setup' at the top of the page.
  3. Click 'Mail Alerts' under 'Automation'.
  4. Hover your mouse over the alert that you want to edit.
  5. Click 'Edit'(pencil) icon.
  6. Modify the template.
  7. Click 'Save'.

Enable/Disable Mail Alert

  1. Log in as Admin.
  2. Go to 'Setup' at the top of the page.
  3. Click 'Mail Alerts' under 'Automation'.
  4. Hover your mouse over the alert that you want to enable/disable.
  5. Click on the Enable/Disable icon.

Delete Mail Alert

  1. Log in as Admin.
  2. Go to 'Setup' at the top of the page.
  3. Click 'Mail Alerts' under 'Automation'.
  4. Hover your mouse over the alert that you want to delete.
  5. Click on the Delete (X) icon.

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