Automatic emails

Automatic emails enable your company to automatically send task-related emails at a specified frequency (either several times a day, once a day, once a week, or once a month).

Email components

Automatic emails are created by building the email itself (this contains the introductory message and details like the sender's name, subject and email frequency) and then attaching email components to it. Email components control the nature of the information that is extracted from Spend Dynamics and included in the email.

Email components fall into one of two categories:

Event Based - These components are triggered by a system event. Once this event occurs, a request to send a notification is logged, and the notification is dispatched at the specified frequency. Before the email is sent, dynamic grouping is performed, and each event is re-validated to ensure it is still appropriate to send the email. Event-based emails are only sent once per event occurrence.
Action Based - These email components are sent to inform a user they have an action to perform. These emails are sent at the specified frequency until the action no longer needs to be performed. These components can be sent at any frequency, except hourly.

Delegation and notifications

If an account holder has delegated their account to another employee, or a manager has delegated their approval role to another employee, both the account holder/manager and the delegated employee receive all relevant email notifications. However, emails for the Question Posted and Response Made events are only sent to those who have participated in the question-response conversation.

Language preferences

If a translation is available, Spend Dynamics sends automatic emails in the language of preference (as specified in the user and company-level settings).