Email Templates
Email Templates enable ClientSpace administrators to configure automated messages that trigger on specific conditions. Email Templates provide an incredibly powerful method to automate emails. One way to use them is to detect and prevent fraud attempts when someone changes critical information, such as direct deposit numbers or email addresses.
Email Templates can produce a multitude of notifications, including:
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Messaging and branding. |
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Notifying dynamic recipients, such as internal team members, worksite employees, and contacts. |
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Triggering from fields on ClientSpace tables and dataforms, and data changes in PrismHR. |
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Data from ClientSpace forms. |
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Data imported from PrismHR. |
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Data from process triggers, such as onboarding a new client. |
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Emails to employees when changes occur to critical information, such as direct deposit account number, address, status, type, social security number, pay rate, and work or personal email. |
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