Custom Auto Emails: these are the messages that automatically send as claims move throughout the process. Some of our clients like to add the hours and location of their lost and found, or let claimants know how long it can take to hear about their claim.
- Choose ‘Auto Emails’ on the left toolbar.
- To customize these emails, choose the email you wish to edit from the dropdown menu.
- Edit the email copy in the text box. If you wish to add a dynamic variable such as Claim Number or Claimant Name, select it from the ‘Insert Variable” dropdown menu.
- When you’re happy with the copy, you can see how it will look by clicking the blue ‘Preview’ button. If it looks good, click ‘Save.’