The Dynamic Notification task allows email notifications to be sent to a dynamic list of recipients based on email addresses provided in a form.
The key to this task is the ability to send an email notification (and subsequently request data or related information) to interested parties regardless of whether they have login access to the Integrify system.
To configure the Dynamic Notification task, select it from the Task options and drag it to your process canvas:
Select Configuration > Configure Task
to access the window below:
NOTE: TO CONFIGURE THE DYNAMIC NOTIFICATION TASK YOU MUST DEFINE THE FOLLOWING, LOCATED ON THE GENERAL SETTINGS TAB.
To continue to configure this task, click "Save" then select the Server Settings tab. This Slide Button will allow you to select and set an alternate server should you wish to send this notification from an address other than your default Integrify email. You can then define the alternate server settings as shown below:
To complete the configuration of this task, click "Save" and then select the Mappings tab:
Here you will see each of the fields contained in the form that you mapped on the General Settings tab.
To set a question as a parameter for the notification click on the Edit icon and select the Email Address that you want to map to the form data. Dynamic recipients can be set for the Email Recipient Address, Email Sender Address, Email Sender Name, and Email CC Address.
Click 'Save' and 'Close' to continue.
To configure and customize the content of the email notification itself, follow the instructions provided under the task menu of the Dynamic Notification task -> Configuration -> Notification Settings.
As a training example, we will be using a "Prospective Employee Request Form" designed to capture the email address of someone that might be interested in employment or job information. After the form is completed the Dynamic Notification task will send them an email, with a CC to the requester.
The General Settings configuration for this task would be filled out as follows:
The Mappings would be mapped as follows:
Additional modifications can be made to the notification itself to customize the email that is sent to the prospect:
When this process is run, the request detail will show the email, and other information entered in the form as well as provide confirmation of the action:
And the email sent via the system features the custom Sender information as well as other dynamic details as configured: