Author, Alyssa Burley, Partner, Media Communications and Client Services Group, Rancho Mesa Insurance Services, Inc.

The most recent SafetyOne™ platform update offers administrators that ability to customize mobile form email confirmations.

Mobile forms are used to collect data either directly from the SafetyOne mobile app, or by third-parties who can access the form by scanning a QR code, or via a URL link.

These confirmation emails are sent to those third-parties who aren’t actually SafetyOne app users to let them know their completed mobile form has been received. Previously, upon a third-party completing a mobile form, they would receive a generic email confirmation with a link to their completed form.

This new feature allows SafetyOne administrators to tailor the confirmation email subject line and body text that is sent when those external third-parties submit a mobile form. This means the administrator can add specific content, adjust the messaging, and even apply custom styling to ensure that the communication aligns perfectly with the organization’s brand.

“Custom confirmation emails ensure brand consistency when automated emails are sent to third-parties on our client’s behalf,” said Brenda Khalil, Client Technology Coordinator with Rancho Mesa. “It’s important that when a third-party submits a form, the confirmation they receive has a clear and tailored message.”

These forms can be used for a variety of external data collection by non-SafetyOne mobile app users for a daily status report from a sub-contractor, daily caregiver report, submit a certificate of insurance, visitor sign-in, vehicle and equipment check-out, incident witness statements, and so much more.

This feature can easily be accessed and managed directly from the Settings menu within the mobile forms section of the administrator website. Each mobile form’s confirmation email can be customized specifically for the data that is collected.  

For more information about how to customize mobile form confirmation emails, contact your Client Technology Coordinator.