Get notified if a visitor does not accept your acknowledgment notice

Learn how to create automated alerts using triggers to notify you of any visitor that does not acknowledge or agree to your pandemic visitor policy acknowledgment notice. You need the Triggers Manager and Administrator user roles to access these settings. 

Set up a trigger

This trigger is activated in response to a visitor not acknowledging an acknowledgment notice.

You can choose if you'd like to send an email or SMS alert. To send a SMS, you'll need the recipient's mobile phone number recorded in their employee profile. 

If you haven't enabled the triggers add-on, ask your Account Owner to enable it. 

To set up the trigger: 

  1. Go to Locations, then select the location from the drop-down. 
  2. Select Triggers.
  3. Click Create a New Trigger.
  4. Enter a Trigger name (for example: "Visitor Fails Acknowledgement Notice").
  5. Select Active for Trigger Status.
  6. For Trigger Event, select Visitor Sign in - Triggered when a visitor signs in. Click Next.
  7. Under Must match ALL of the following rules, click Create a new rule.
  8. From the Select a Rule dropdown, select Visitor - Acknowledgement Notice.
  9. From the Select a Condition dropdown, select Is the following.
  10. From the options dropdown, select Pandemic Visitor Policy Acknowledgement=> I Do Not Accept (or the appropriate negative response you set up to your notice). Click Next.
  11. Alongside the Trigger the following Actions, click Create a New Action.
  12. Select Send an Email - Send an email to one or many recipients from the action field. 
  13. Select Employees as the recipient type, then select Selected Employees.
  14. In the Add Recipients box select the employee(s) to receive the red flag alert notification. Note you can only select employees set up as 'employees' in the location. However, if you wanted to alert a non-employee you could create another Action where in the previous step (13) you would select External Recipients. 
  15. Enter a title for your email, like 'Visitor Fails Acknowledgement Notice' in the Message Subject field enter the following message (or your own):

    {{ }} from {{ match.from }} has not Acknowledged the Pandemic Visitor Policy Acknowledgement Notice required of them during the visitor sign in process. They have been informed that entry to this facility is pending a review by yourself and they are currently waiting at {{ match.lacp_in_name }}. Below is the Notice Details:
    {{ match.notice_info }}

    Use the blue View Available Placeholders button to utilize {{ }} , {{ match.from }} ., {{ match.lacp_in_name }} , and {{ match.notice_info }}
  16. Click Save and Close.
If you have multiple locations you want to deploy the same trigger to, you will need to repeat the process above for each location. You can clone a trigger to another location.