Articles on: Case Management

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 Control Center


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.


Clym sign in page



2. Access the Manage tab


From the left side menu, select Manage. Expand the Transparency & Accountability section and select Whistleblowing. In order to make edits to Clym's default whistleblowing settings, Overwrite default settings must be toggled on. In order to configure an automatic reply with your whistleblowing cases, please enable Overwrite default settings. Toggle to the Auto response settings section.


Auto response settings tab



3. Set up automated reply


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. Click Save.


Auto response settings for whistleblowing cases



If you encounter any challenges, please reach out to us at support@clym.io.

Updated on: 06/02/2026

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