Triggers in the GRM™
Did you know that you can automatically send custom emails based on a submission’s stage, tag, and elapsed time? Of course you can... using Triggers in the GRM™!
With Triggers, you’ll be able to send a pretyped email to a employee or applicant at the click of a button. If a submission has been sitting ignored for too long, you can have it automatically tagged as “Urgent” and a custom notification will be sent to the appropriate person.
To set up a Trigger, you will first enter a form’s form’s Record Portal to set up your Tags. Once those are set, you will click on the Bell icon at the top-right and select the cue that will “trigger” your action. Then, you can decide what action will follow.
Now, you can simply tag a submission as “Follow Up” or “Needs more Info” and it will automatically send an email to the appropriate to the appropriate person making your life easier!