When you are ready to start dispatching your requirement package/s to the organizations in your Data Collector it is time to look at the settings for automatic invitations and reminders. These settings are found in the top menu under Automation → E-mail settings:
Invitation emails
The first email that are sent to the organizations in your Data Collector contains an invitation to the Worldfavor platform and . The invitation emails contains a link that the recipient needs to click on use to create a user in their report account.
The invitation email texts are customizable, but will always contain a list of what requirement package/s you have assigned to them:
Reminder emails
When reminders are activated, emails will automatically be sent out once a week, on a chosen day, one months prior to the requirement package/s due date.
The text in reminder emails are customizable, but it will always contain a list of what requirement package/s are soon to be due:
Reminders have the same settings as invitations (see below), with the only difference that you can also set day of week, i.e. what weekday the reminders should be sent out.
Email settings
By default the global settings for both Invitations and Reminders are set to Not active. Before you activate them, there are some settings and information that should be reviewed and edited. This is done by clicking the Edit button in the menu to the right of each function:
Sender email is by standard [CompanyName]@worldfavor.com (This should not be changed unless advised by Worldfavor)
Sender name decides who the emails are shown to be sent from
Reply email is the address that the recipient can reply to
Subject defines the emails subject in the recipients inbox
Time decides what time of the day the invitations should be dispatched
Greeting is your greeting to the recipient
Body text is the email content that are shown in the top of the content
Call to action is an instruction on what the recipient is excpected to do next
Ending is the email content below the invitation link
Sender line 1 is the sender name (Tip: {{AuthorName}} automatically picks the name from Sender name)
Sender line 2 is the sender organization (Tip: {{OrganizationName}} automatically picks the name of your organization from your Account settings)
Activate automatic emails
After reviewing and editing the above information and settings you have the option to check the Active box. By doing so you activate the invitations and emails are sent to all organizations who have at least one contact person and one active requirement package according to the Time settings (see above).
Tip: Before you activate your invitations and reminders you might want to read this article on how you perform a test dispatch first.