Using Email Triggers


This video will show you how to use email triggers for example if you want to be emailed sales figures.  There are step-by-step instructions below the grid.


  1. In System Setup click on Email Triggers.
  2. Click on the + sign at the top of the screen.
  3. Give the rule a name.
  4. This is not currently functional and will be used in future development. If you're sending Internal emails leave this blank.
  5. The execution period is how often the email will be sent. The default is one indicating the the email will be sent once each day. If you want it sent twice per day set this to 0.5.
  6. The last executed date and time will default to the date and time you are creating the trigger rule, however you can move this forward or backwards.
  7. The next executed date and time is when the email will be sent next. 
  8. If you are sending the email to an internal address, this is where you add the address.
  9. The disabled toggle activates or deactivates the trigger rule.
  10. If enabled the apply when no data is returned option will send out an email even if there is no data to report.
  11. To add the report to be sent with the email trigger, click on the + New button above the lower grid.
  12. Select the report from the drop-down. Both standard reports and also reports that you may have had written will be available to select from.
  13. Click OK.
  14. Click on Save Email Trigger.
  15. You can see when the email will next be sent by checking the next executed date and time.
NOTE: It is not currently possible to schedule automatic emails to customers (statements, invoices, etc.) as stated in the video.

Did you find this article helpful?