Email Events and SMS Events work with triggers to run the sending process from specific actions within an Order.

One available option is our "Attachment Upload" trigger. This trigger will act as a conditional setting to send the Email or SMS Event when one or more attachments are uploaded to the order.
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This setting is extremely helpful if you have attachments such as a radon or termite report to send to a customer after the inspection report has already been delivered to your customer.

The steps below will show you how to set it up for both Email and SMS Events:

From your ISN Menu go to Email --> Email Events:

Once in the Email Events settings, you can either edit the trigger on an existing Event or Create a new event to add the trigger.

To Edit an existing one, locate the event and click on the pencil icon:

Then, go to the "Select What Triggers this Email Event" dropdown and select the trigger named Date & Time of Inspection Attachment Upload:

After that, select the rest of the settings for the Event (if needed), to save your settings scroll down to the bottom of the Event page and click "Update Email Event":

To create a new Email Event with that trigger follow the next article: Create a New Email Event

Once again to have that trigger added, locate the section named "Select What Triggers this Email Event" and choose the option Date & Time of Inspection Attachment Upload:

Once you have uploaded the attachments to your order the Email Event will be activated to send. Here's a preview of how it will appear:

Since the Attachments share the same link as the inspection report, you can add the %reportlink% replacement value to the email template so the files can be downloaded.

Below is an example of an email template sent from an Email Event triggered by the "Attachments Upload" trigger:

No matter if you have the SMS Premium or Basic service, the path to access the SMS Events is the same, go to SMS --> SMS Events:

Similar to the Email Event settings, you can edit any SMS Event or create a new one and have the Attachment Upload trigger enabled.

To create a new SMS event click on "+Add New Event"

Or, if you want to edit it click on the pencil icon of the desired SMS Event:

Now that you are in the Email Event settings, be sure to fill in the fields according to your needs.

To update the trigger, open the drop-down menu titled "Select What Triggers this SMS Event" and select Date & Time of Inspection Attachment Upload:

You can also add the report link to the SMS Event for the recipient to access the file. Also, you can use the replacement value drop-down to locate the value for Report URL. To add the replacement value, click on add next to the dropdown menu and select the %reporturlshort% value from that menu.

IMPORTANT: Once an Email/SMS is created or edited, the new settings will start being applied only to newly created orders.

If you have any questions about this process please let us know!

You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

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