Email Events allow ISN to automatically send emails when specific actions or conditions occur. You can use them to send communications based on a defined trigger, timer, inspection scope, payment status, or signing status.
Access Email Events
In the blue Main Menu at the top of ISN, select Email.
Select Email Events.
View Email Events
At the top-left of the Email Events page, use the available filters to view events by status.
Filter | Description |
All | Displays every email event created in your ISN account. |
On | Displays only enabled email events. |
Off | Displays email events that are currently disabled. |
Needs Attention | Displays email events that require review or adjustments. |
Review Events That Need Attention
A dot appears next to an email event in the Needs Attention section when it requires review.
Select the event to view the details panel on the right. The panel displays alerts that explain what requires attention and the number of items that need to be reviewed.
For example, an alert may indicate that the email template associated with the event is no longer available. Select a different active template from your template library to resolve the issue.
An alert may also indicate that the event overlaps with another active event. If this occurs, review the event configuration to ensure the events do not overlap based on their triggers and timers.
Test and Review an Email Event
From the details panel on the right, select Send Me a Test to send a sample email to yourself.
The test email is sent only to the email address associated with the ISN profile you use to log in. Copies, attachments, links, and images are not included in the test email.
You can also select View Sent Email to review emails that have already been sent by the event.
Update an Existing Email Event
You can quickly update an email event from the details panel. Available options include changing the:
Email template
Sender name
Sender email address
Inspection scope
Attachments and copies
Payment and signing conditions
Select Edit to open the full Email Event settings and make additional changes.
Select Duplicate to create a copy of an existing event.
Create a New Email Event
1.-To create a new Email Event, please select New Event in the upper-right corner.
2.-Enter a name for the event.
3.-Configure the Client, Timer and Trigger:
The trigger determines the action that activates the event, while the timer determines when ISN sends the email. You may also see information indicating whether the event applies only to orders created after a specific date.
4.-Under What They Receive, select the email template that the recipient will receive.
Then configure the sender name and sender email address.
Set the Inspection Scope
Under Inspection Scope, choose whether the event applies to all inspections or only specific inspection types or services. If you would like to limit the scope of this event, select the applicable inspection types or services.
Add Attachments and Copies
Under Attachments and Copies, select any order files you want to include with the email, such as:
Report
Agreement
Invoice
You can also enter a BCC email address to send a copy of the email to another recipient.
Add Payment and Signing Conditions
Under Payment and Signing Conditions, configure any conditions that must be met before the email is sent.
These conditions allow you to control whether the event runs based on the payment or signature status of an order.
Save and Enable the Event
After you finish configuring the event, select Save and Turn On in the upper-right corner.
The Email Event will be enabled and ready to run for applicable inspections.