Built-in Processes Tab

• NGX-Ramblers has some built-in processes that automatically use email at points in the workflow as follows:
  • Contact Us: When a visitor fills in the Contact Us form on the website, their enquiry is automatically emailed to the relevant committee role.
  • Forgot Password Process: The Website automatically sends an email to a member that has requested a password reset from the Forgot Password link on the website header.
  • Walk Changes: The Website automatically sends an email to a member, or the Walks Coordinator when changes have been made on a walk they are leading. Note that this only applies to groups that have configured the Walk Population Method to be Local, configured from System Settings (found at /admin/settings/system-settings).
  • Expense Claims: The Website automatically sends an email to a member, or members of the Committee in relation to the change in status of an expense claim they have raised.
  • Booking Notifications: When someone books a place on an event - or cancels, is waitlisted, has a place restored, or is sent a reminder - the Website automatically sends the matching booking email to the attendee. The wording is set under the Booking Notification email configuration and can be tailored per event; see Customising Email Wording.
• The Built-in Processes tab allows each of the above described processes to be linked to an Email Notification configuration.
• On your website this page can be found at <your-website-address>/admin/mail-settings?tab=built-in-processes. A screenshot is shown below:

• If an email configuration is associated with any of the built-in processes, the email configuration will not apper in the Email Type dropdown displayed when sending an email. This is because the built-in process auto-generates email content that cannnot be accessed by the send emails screens. The Member Selection and Actions section will not contain any inputable fields and will look like this: