How to set up an automatic reply for a whistleblowing case
Steps to take to send automatic replies to your website visitors as you manage their whistleblowing cases
After your website visitors submit a whistleblowing case to your organization, you may wish to provide them updates on the matter in an automated way. As you progress each case from open through in progress to closed, you may want to notify your website visitors that progress has been made. Clym allows you to customize these emails to users, ensuring that your organization's voice is used in your communication.
Setting up an automated reply is an easy 3-step process:
1. Sign in to your Clym Portal
You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner.
2. Open your Website Settings
From the left side menu, select Website Settings. From here, you will see a list of all your domains, each with its unique settings.
Click the settings wheel next to the domain that you would like to change the default language for. This will open the website settings for that specific domain.
3. Set up automated reply
From the Website settings menu, select the Whistleblowing drop-down to open the section. First, ensure that Overwrite default settings is toggled on to be able to make edits. Click the drop-down arrow next to Auto response settings to expand the section. Next to Closed, Open, or In Progress, toggle on the stage(s) for which you would like to send an automated email to your website visitors.
In the HTML window, Clym's default template for this stage type will automatically populate. You can use this template as is, or make any modifications to the email's text. Your changes will automatically save.
If you encounter any challenges, please reach out to us at support@clym.io.
Updated on: 16/05/2025
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