Advanced Filters on Notifications

Advanced filters on group notifications allow for much greater customisation of who is notified under what conditions. You can have someone notified depending on their response to a custom field. This is great if you have a health questionnaire or need to ensure a visitor meets certain conditions. Advanced filters also allow you to take advantage of Site occupancy to notify you if your site capacity has been reached. You can send these notifications by Email, Slack, SMS and Microsoft Teams.

Important

Sign In App supports two different types of notifications, Group notifications and Host notifications. Host notifications let a member of staff know when their visitor has arrived, while Group notifications are sent whenever anyone signs into or out of a group. Group notifications are designed for general awareness, and are ideal for notifiying reception or security teams, or for visibility across the company. This guide is about advanced filters on group notifications.

You can read more about host notifications here.

Notifications

The first step is to name the notification and then select the visitor group you want to add the notification for. Event allows you to pick if the notification should be on Sign In or Out. You can choose the Site if you have more than one site. Channel allows you to pick how you’d like the notification to be delivered, you can choose from Email, Slack, Microsoft Teams and SMS. To set this up, go to Manage on the online portal, scroll to the bottom and click Notifications. To add a new notification rule for a Group, click the Add new button and the following options will appear.

Option Description
Site Only activity at this site or event will generate notifications
Visitor group The notifications relate to activity for this group
Event Notify on Sign in, Sign out, Rejected sign in, or Pre-registration, Block list matched
Channel How you wish to be notified (Email / SMS / Slack / MS Teams)

To add advanced filters you then need to click Advanced filters and then Add new again.

Create advanced notification

Filters

  • Field - Make sure you select the correct group and pick the custom field you want to add an advanced notification for. If you've selected a Repeat visitors group you can also pick Personal fields, this is useful to identify specific members.

  • Operator - Equals means the content of the visitors response must be exactly equal to the value you set, this is useful for Yes/No questions where the answer is only one of two options. Contains will notify you if the users input contains what you’ve put in the value, great for text responses where you’re looking for a keyword. Starts with gives you the option to filter only the first word of the visitors input.

  • Value - This is the response the visitor gives that will flag the system and send the notification. Make sure it’s formatted correctly.

Create advanced notification

You can pick if any or all of the conditions need to be met for the notification to be sent.

If any or all of these conditions are met:

This is an example of what you might end up with:

Filter: When a member of the group Visitors signs in to the site Acme Incorporated and the Have you travelled outside of the EU in the last 28 days? field is equal to Yes send an email notification.

You can set as many advanced notifications as you like and can set multiple email addresses or phone numbers by separating the values with a comma. For Slack the notification can be either sent to an individual or a group.

Tip

There's no limit to the number of notifications you can have.

Site occupancy

As workplaces re-open with reduced capacity, it’s important to monitor the number of sign ins against the max occupancy for each site. Sign In App enables you to monitor the number of people signed in, either at a site or group level and trigger a notification when this reaches your max capacity.

To set up a max occupancy rule go to Manage and scroll down to the bottom the page and press Notifications. To start creating the notification press Add new. If you want the max occupancy rule to be for the entire site then set Group to Any group, if you'd like to monitor a specific group then select which group you need. Once you've done this, pick the site you want to apply the rule to. Set the Event to Sign in and choose which Channel you'd like to receive the notification, either by Email, Slack, SMS and Microsoft Teams.

Now you've done that, click the Advanced filters dropdown and ensure Field is set to Site occupancy and the Operator is Equals. In the Value box enter the max capacity of your site or group.

Tip

Ensure that you only enter numbers in the Value box. For example, the system will accept 10 but not Ten.

To finish the notification, enter the email or phone number you want to receive the notification. If you're using Slack or MS Teams then authorise the channel or enter the Webhook. Don't forget to press Save!

Max occupancy email notification

We hope you've found this guide useful but if you have any questions please contact our support team at support@signinapp.com.

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