Email Automation

How to send automated emails during the lending process.

Overview Of Email Automation

The "Email Automation" section of a loan product lets you automatically trigger emails to your team members, a borrower or the intermediary when an applications changes workflow statuses. Emails will be sent using your SendGrid integration and Company Branding, both of which must be set up to use this feature.

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For Example

When an Application is created and enters the first workflow status, you may want to automatically email:

  • The assigned team member to let them know about the application.
  • The borrower to confirm to them that their application was received.

How To Add Email Automation

To add an automated email, click the Add Email Automation button. You'll be asked to provide the following information:

  • Application Status, which is the workflow status at which this email will be sent.
  • To, Cc and Bcc, which are who the email will be sent to. We will automatically bcc the DigiFi email tracking inbox so that automated emails are visible to day-to-day users in the "Emails" sections of the platform.
  • Subject, which is the subject of the email.
  • Body, which is the email content. You can use standard text or make emails more dynamic with variables (see below for details).
  • Add a button at the bottom of the email, which lets you include a button with a hyperlink, for example to direct the recipient to a digital lending portal (for borrowers or intermediaries) or the DigiFi platform (for your team members).
  • Only send this email if a condition passes, which lets you add conditionality to the email automation (in addition to the workflow status trigger). Conditions are created using DigiFi's formula language and must return TRUE (boolean) or "true" (string) to pass.

How To Use Dynamic Variables In Emails

You can use variables to give emails dynamic content. To reference a variable within an email, surround the variable's system name with { and }.

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For Example

Here is an example email Body.

Hi {borrower_first_name} - Your request for a {loan_amount} loan has been approved!

When this email sends, the variables would be replaced with actual values. For example, assume the borrower's first name is John and the loan amount is $10,000. The email would look like this when sent:

Hi John - Your request for a $10,000 loan has been approved!

Please note the following:

  • The system name of each variable can be found in the "Variables" section of the DigiFi platform.
  • When the email is sent, formatting is automatically applied to the variables based on their data type.

How To Edit Email Automation

To edit email automation:

  • Click on the relevant row in the table.
  • Edit the automation in the popup window.
  • Click the "Save Changes" button.

How To Remove Email Automation

To remove an automated email:

  • Hover over the relevant row in the table.
  • Click on the 3-dots icon on the right side.
  • Select "Delete Automated Email".