Introduction
Joblogic allows you to automate email notifications to keep customers informed about job events in real time.
This user guide explains how to set up and manage automatic email notifications within Joblogic.
Setting up Email Notifications:
In order to set up email notifications, click on settings area from the left-hand menu and scroll down to the Email Notifications section.
Within the Email notifications page, different events are listed where an email notification can be enabled for each one.
Select the event which you would like to set an email notification up for.
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A details area for the selected event will appear, where you can configure the email notification, including the subject and email body to be sent to your client.
To activate the email notification, tick the Email Active checkbox. This enables the notification for your Joblogic account.
Note: Some options will remain greyed out until Email Active is enabled.
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Other tick box options include:
- Include Forms Logbook - Automatically attaches the Forms Logbooks as a ZIP file to the email notification.
When enabled, you can choose to include Public Forms Only or All Forms.
Note: This option is not available for the Invoice Payment notification.
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- Email Default Template - Automatically attaches the relevant default template, such as a Jobsheet or Invoice, to the email when it is sent.
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- Email Default Setting - Sets the email notification as a default. When a new contact is set up, this notification will automatically be enabled for them.
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Dynamic Fields
Dynamic fields can be used within the email notification's email body to automatically populate job-specific information.
To insert a dynamic field, click in the email body where you want the information to appear, then select the required field. The field will be inserted into the email at the selected location.
Click Save to apply your changes.
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Note: Enabling email notifications in Settings switches the functionality on for your Joblogic account. To send these notifications to your clients, you must also specify which contacts should receive them. This is managed from the Contacts area of each customer and site.
For more information on this, see here.
Further Support
For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com
Publishing Details
This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.