🎯 Purpose of this article
This article outlines the different emails automatically sent to coordinators when an employee commits to an initiative. It helps associations better understand the key steps in managing registrations.
📩 Summary tables of emails sent to coordinators
1. Registration for an initiative with period
Field | Details |
Recipient | Coordinator |
Registration status | Application / Discussion |
Initiative type | Period (no time slots) |
Time tracking | Yes or no |
Workflow | Simplified / Detailed / Hybrid |
Trigger | The employee clicks on "I commit" but has not selected any date or period yet |
Email content | - Initiative title reminder |
2. Invitation to confirm the dates
Field | Details |
Recipient | Coordinator |
Registration status | Date(s) to validate |
Initiative type | With or without time slots |
Time tracking | Yes or no |
Workflow | Simplified / Detailed / Hybrid |
Trigger | - The employee commits to an initiative with predefined slots or period |
Email content | - Initiative title and selected date(s) |
3. Initiative reminder – 7 days before
Field | Details |
Recipient | Coordinator |
Registration status | In progress |
Initiative type | With or without time slots |
Time tracking | Yes or no |
Workflow | Simplified / Detailed / Hybrid |
Trigger | 7 days before the initiative starts |
Email content | - Initiative title and dates |
4. Participation attestation
Field | Details |
Recipient | Coordinator |
Registration status | Awaiting confirmation |
Initiative type | With or without time slots |
Time tracking | Yes or no |
Workflow | Simplified / Detailed / Hybrid |
Trigger | 7 days after the initiative starts (to prompt the certificate of participation) |
Email content | - Initiative title and dates |