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How do I create email triggers?

Modified on Tue, 10 Dec, 2024 at 2:34 PM

What are email triggers? 

Email triggers can be used to automate the process of sending notification emails. For example, you could send an email notifying an employee when a qualification is about to, or has expired. 

If Filters are used to identify past qualifications expiry dates, this can cause problems because once a date is in the past, it is always in the past, so the Filter will keep identifying it. Using Email Triggers overcomes this problem quite neatly, because they keep track of which qualifications emails have already been sent for, and will not repeat them unless you want this to happen.
 

How do I create email triggers?

  1. Create an email notification.
  2. Schedule the emails.
 

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