Configuring Email Notifications

TABLE OF CONTENTS

• Introduction
• Pre-requisite
• Accessing Event Triggers
• Adding an Email Action to an Event Trigger
• Editing, Disabling, or Deleting Email Actions
  
  

Introduction

Email notifications can be configured in Keka to automate the sending of emails based on different events and workflows. This article will guide you through configuring email notifications in Keka.

Pre-requisite

Before configuring email notifications, please refer below for pre-requisites:
Managing Event Triggers

Accessing Event Triggers

To access event triggers in Keka, follow these steps:

• Log in to Keka as a privileged user with the manage event triggers permission.
• Go to the "Settings" menu, then select "Communications," and click on "Event Triggers."

Adding an Email Action to an Event Trigger

To configure email notifications for an event trigger, follow these steps:

• Access the desired event trigger from the event triggers page.
• Click on "+Add Action."
• Select "Send Email" from the drop-down menu.

• Provide a name for the email action.
• Specify the recipients by selecting employee roles or Keka user roles.
• Customize the email by editing the subject, body, and other details.
• Click "Create" to add the email action to the event trigger.

Editing, Disabling, or Deleting Email Actions

To modify or manage email actions within an event trigger, follow these steps:

• Access the event trigger that contains the email action.
• Locate the email action card.
• Click on the three dots inside the action card.
• Choose the desired action: Edit, Disable, or Delete.
  
  
  

By following these simple steps, you can easily email notifications in event triggers in Keka.

We hope this guide helps you make the most of email notifications in event triggers in Keka.