Manager Triggers


The Manager Triggers section of survey settings allows you to choose whether email notifications are sent out when a shop reaches Finalized status and what types of managers receive those notifications.

 

 

  • The first column lists manager types that can receive manager triggers. The final row determines whether secondary and shadow managers of checked manager types will receive manager triggers.

  • Manager types with checkmarks in the Email Link column will receive an email notification with a link to the Client Shop View of the shop.

  • Manager types with checkmarks in the PDF Attachment will receive an email with a PDF of the shop as an attachment. PDFs are sent once daily, early morning Eastern Time.