This tool allows you to set up email chasers to suppliers to remind them to complete the eForm.
Once an eForm is completed, the emails will no longer be sent.
Open the eForm pre-build
1. Click here.
2. Click "Prebuilds"
3. Click "eForms"
4. Edit a pre-build
5. Click "Automated Messages"
Set the message timing
6. Click "New Automated Message"
7. Click "Blank"
8. Enter a name for the message - this is used internally only
9. Enter the number of days to wait before sending
10. Set the trigger status (when it moves of out of this status, the message will not be sent)
11. Set the time to send
12. Set the number of business days to wait before re-sending
13. Click the "Recurs" field to send the message repeatedly until the status changes
Write the email
14. Use {SupplierContactEmail}
15. Put {ContactEmail} to send it from the assigned user
16. Add a subject
17. Enter text for the email
18. Add {ReviewLink} to give the supplier the address of the eForm to complete. This can also be a hyperlink under text
Add an SMS message
19. Click this to send an SMS message
20. Use {SupplierContactMobile}
21. Enter text for message, and include {ReviewLink}. Note that this can take around 120 characters of the allowed 160
Preview and copy the message
22. Check the messages appearance
23. Click "SMS Preview". Note that incorrect variables are shown with the {} brackets
24. Click "SMS Preview"
25. Check the SMS message. The number may appear NOT VALID but this is because the variable is empty on the pre-build, unless you have typed in a number
26. Close the preview
27. Click "×"
28. Use the "Copy to Other Pre-Builds" button to push this to other pre-builds
Learn more: eForms in Zigaflow