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Set Submission Routing

Use our Submission Rule Builder to automatically email or assign a particular submission based on fields from the submission. You can even auto register a submitter.

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Build Automated Rules

After a submission is received, use our Rule Builder to build unlimited rules on top of your Forms. You can customize actions based on when a submission is assigned, a tag is added or a Stage is moved.

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Set up Email Templates

We allow you to easily set up email templates for when an action occurs. You can even choose what smart recipient will receive such as Signers, Assignees, Submitters, Users, or regular email.

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Automate Submission Receipts and User Assignments

Two of the most common requests are the ability to route a submission based on results with an email notification or be able to send rules to a User once a submission is assigned to them.

These are just two of the Use Cases you can leverage Triggers to accomplish. You can automate assignments when a Stage moves or have a new Tag send an email template.

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real benefits for real $$$

Automated Triggers has a LOT of benefits...

Reduce Processing Time

There are so many steps to processing a form. Our goal is to help automate the repetitive tasks so that your Processors can do more in less time while improving the entire experience.

Avoid manual notifications

Don't forget to email an update! Now you don't have to remember those standard update emails. You can automate receipt, assignment and stage change notifications.

Improve communication

Wouldn't it be great to reduce the amount of calls requesting a status update?! Now you can send automated email notifications to pre established recipients so that everyone is on the same page.

Set up automated Workflow

Ultimately our goal is to automate the workflow of forms and submissions. Triggers is another tool to help reduce the manual processing of forms.
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“A successful marketing plan relies heavily on the pulling-power of advertising copy. Writing result-oriented ad copy is difficult, as it must consumers to take action.”
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Example Email Templates

Here are some example email templates to help you get started building workflows and improving communication.
Assignment Email
processor

Hi [Name],

You have a new submission assigned to you.

You can log into your account by clicking the button below to begin processing.

We encourage you to take notes and use the proper tags and stages to keep our data up to date. Thanks!

Submission Received
visitor

Hi [Visitor],

We wanted to confirm that your submission has been received.

We have assigned the submission and have begun the submission process.

Please allow at least 48 hours for a response. We thank you for your cooperation.

Admin Update
Director

Hi [Director],

The submission has been Approved. Click button to review.

We wanted to keep you in the loop and make sure we are all aligned.

You can log in to see all Approved submissions in your Submission Manager.

Tag Added
processor

Hi [Processor],

We added a "More Info" tag to this submission.

While the User can log in and upload the attachment we should contact the visitor and let them know.

Once uploaded we will continue the submission evaluation process.

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