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Customize Visit Notification Template

With the visit notifications enabled, notifications will be sent to the objects when the respective event occurs. Yeastar Workplace provides default templates for each notification, you can also customize these notification templates to meet your needs.

Background information

Yeastar Workplace provides three types of notifications to notify different objects about the invitation. Customizing your notification template based on the notification object and usage scenarios.

Notification Object  Description
Invitation
  • Visitor
  • When making visit schedules, users can decide whether to send a notification to the visitor about the invitation. 
  • Visitors can submit the check-in questionnaire via this notification.
Host Notificatio
  • Host
  • When making visit schedules, users can decide whether to send a notification to the host about the invitation. 
Check-in Notification
  • Host
  • Receptionist
  • When the check-in occurs, a notification will be sent to the invitation host and receptionists.

Procedure

  1. Log in to Yeastar Workplace management portal, and go to Visits > Visit Settings.
  2. In the top bar, select the Notification Templates tab.

  3. Click a desired notification to show the notification template and edit the template as needed:

    1. Click the Template dropdown list and select Custom.
    2. In the Subject field, specify a new subject.
    3. In the Content field, edit the notification message.

      Tip

      It's recommended to include the following variables from the Template Variables to provide the essential information:

      • ${subject}
      • ${arriveTime}
      • ${buildingAddress}
      • ${host}
  4. Click Save.


Last update: September 30, 2022
Created: September 20, 2022