Triggers
Overview
Administrative users can create automated tasks and email messaging using customizable templates triggered by specific events. This feature streamlines communication and task management, ensuring key team members stay informed and on top of critical updates by:
Automatic Role Assignment: Schedule items can be automatically assigned to specific roles. For instance, when a placement is nearing its end, the system can generate a reminder task and assign it to the job owner, the candidate’s recruiter, or other relevant team members.
Targeted Email Alerts: Email notifications can be sent to designated roles or specific email addresses. For example, alerts about expiring licenses can be sent both to the candidate and to your internal licensing coordinator.
Mindscope’s triggers allow not only for email notifications to be set up within the Trigger Window but also for templated emails to be inserted directly into the notification. Customizations include font, size, and style options, along with HTML setup, which supports the use of imagery (e.g., company logos) and hyperlinks to external files.
Create a Trigger
1. Once logged in, click on the My Company tab at the top of your screen. (Highlighted below)
2. Click on the Trigger Setting tab found on this page. (Highlighted above)
3. Clicking the blue + button underneath the Trigger Setting tab will open up a new window allowing you to create a Trigger.
4. Choose Trigger Type from the dropdown.
5. Add a Description for the Trigger top describe the purpose. The description will only be visible to admins within the list view of triggers.
6. Add a Subject that will appear to users within their notifications. The subject will be present to all users upon receiving the notification.
7. Select a Filter to go along with the specific trigger that is being configured. Each trigger type will have its own appropriate filter drop down.
8. Choose whether the trigger should be a Schedule Reminder or an email notification. (Schedule Reminders pop up at the top of the Mindscope screen)
9. Indicating the Operation Date will notify Mindscope when the notification should appear for the user. To have it appear immediately after a specific action has occurred, the following Operation Date should be entered:
10. Depending on the Trigger Type and Action, the 'To' field (seen below) will allow for check-offs of the individuals that are to receive the notification. Multiple receipents can be selected.
11. In the Email To section, you can add multiple emails by adding a comma as a differentiator.
12. A template for the notification can be created in two ways:
- (1) Using an existing email template or
- (2) creating a template at the bottom of the screen.
13. Create Job order: The names on the drop-down field will alter based on the trigger type selected.