Setup an automated email workflow on status change

Application and Listing workflow emails are used to generate an email automatically when the status of an application or listing changes. This document will be outlining the steps on how to create an application work flow email. 

1. To setup an automated email based on a workflow in Clearmatch, navigate to Home Pages > Notification Management:

2. Once the Notification Management option has been selected, select the Application Workflow Emails option: 

3. To check whether or not the workflow has not already been created, use the Filter Options to view specific finance companies, products, the email template and application status that the workflow is active from.

4. To create a new application workflow, click on the cross/plus icon in the top right-hand corner

5. Select the Finance Company from the drop down list, that this workflow is associated with:

6. Select the Originator Group from the drop down list (usually  based on the Finance Company):

7. Select the Product from the drop down list NOTE: if a specific Finance Company and Originator Group has been selected, the associated product should be inserted by default:

8. Select the Email Template from the drop down list NOTE: this is an email template that was created previously. To find out how to create an email template click here:

9. Select a status from the Application Status Becomes drop down list:

10. Ensure that Is Active is enabled (by default it is):

11. To save the application workflow, simply click on the button but if for any reason, you would like to exit out of this, click on the button.

NOTE: The same steps apply if you would like to assign an email template to a Listing status (as opposed to an Application status).

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