Hire2Retire customers around the world use the product’s lifecycle email templates to automatically send custom emails upon employee lifecycle events occurring. The Phase 5.4 release brings a significant upgrade to this feature by providing support for Excel functions within lifecycle email templates, allowing you to send different email content conditionally and providing further customization options.
One of the most common examples of lifecycle email templates in action is sending an email to the IT department so they can provide a new hire with the right equipment. Previously, if you needed to assign different equipment to someone in sales compared to someone in HR, you would have to create multiple email templates. By using Excel functions, you can specify what content will be sent if the new hire’s department is in sales compared to HR within one email template, and Hire2Retire will send the version with the correct content upon processing the new hire event.
By adding Excel function compatibility to lifecycle email templates, you can add another layer of customization to your email templates, reduce clutter by combining multiple templates into one template with conditional content, and provide a more personalized email experience to your employees. To learn more about how you can use custom lifecycle email templates within Hire2Retire, read the RoboMQ blog post on custom email templates.