Workflow E-Mails help you as a power user to inform and remind your collector users.
The most important
You can define 4 types of Workflow e-mails in your application:
- INVITATION = sent once after triggered manually by the Collector Manager (not before the date defined in "Write Allowed From")
-
REMINDER = sent periodically according to the e-mail frequency setting if the INVITATION E-Mail was sent either until the "Write Allowed Until" date is reached or until a collector user has finished his/her workflow
-
COMPLETED = sent once within 10 minutes after a collector user has finished his/her workflow
-
NOT COMPLETED = sent once on the "Write Allowed Until" date if a collector user has not finished his/her workflow
How to define your workflow e-mails
The content of each e-mail type can be configured in the Workflow settings:
- Definition
- Sent e-mail (demo)
How to use merge fields
Merge Fields let you personalize the Workflow e-Mails:
You can use the following general merge fields in the automatic workflow e-mails:
- {APPLICATION_Title}
- {WORKFLOW_Title}
- {WORKFLOW_Description}
- {WORKFLOW_Collector}
- {WORKFLOW_CollectorDeputy}
- {WORKFLOW_Write_From}
- {WORKFLOW_Write_Until}
- {WORKFLOW_Read_From}
- {WORKFLOW_Read_Until}
- {COLLECTOR.USER_FirstName}
- {COLLECTOR.USER_LastName}
- {COLLECTOR.USER_Key}
- {COLLECTOR.USER_ProfilePictureUrl}
- {MANAGER.USER_FirstName}
- {MANAGER.USER_LastName}
- {MANAGER.USER_Key}
- {TimeLeft}
Use the following URL merge fields to connect your Collector Users directly to the data entry form:
- {WEBAPP.WORKFLOW.URL}
Shows the name of the application and the workflow as hyperlink and opens the landing page filtered to this application with highlighting of this workflow: - {WEBAPP.SPREADSHEET.URL}
Shows the name of the application as hyperlink and uses the individual path for the Web Client as URL
Use the following specialized merge fields:
- {MANAGER.USER_ProfilePictureUrl}
Shows the Profile Picture of the Collection Manager. Please note that this Merge Field can only be used in HTML code view:
Depreciated Merge Fields:
- {EXCEL.TEMPLATE01} - depreciated
Please do not use this merge field any more