You can use Envoy to trigger alerts to your administrators, and require that they approve a visitor's entry, based on a visitor's answer to a question in your sign-in. For instance, if you want to know if a visitor isn't a US citizen and requires an escort, or has recently visited an area affected by a health crisis, you can set up Envoy to alert your team if the visitor answers in a specific way.

Note that the block list works best when blocking individual people, rather than keywords in visitors' answers to your sign-in questions. We detail some things to consider if you choose to set up your block list in this way below.

Setting up conditional alerts

Add a new question to your sign-in

Start by adding a question to your sign-in flow. Navigate to Visitors > Settings > Sign-in flows >Sign-in fields then select "Add a new field." Select "Dropdown."

Format the question however you like, but be sure that the option that you want to trigger an alert is a unique phrase and not simply "Yes." For instance, if you put "Yes" as the option, this will alert your team if someone named "Laura Reyes" signs in.

Here's an example of what this should look like:

Add the phrase to your block list

Next you will need to add the phrase that, if selected, you would want to trigger an alert as a keyword on your block list.

Start by navigating to Settings > Security > Block list > Edit and add a new block list item.

If you haven't already, add an admin from your team to receive alerts. We recommend adding multiple people to make sure the alert is seen and acted on quickly.
 
Next, click "Add new" and in the keywords field put the exact phrase that’s in your sign in flow that you want to trigger an alert. Add a reason for blocking to give your team context on why this person should potentially not be allowed to enter.

Hit save and you’re done. If you have more options in your sign in flow that you’d like to alert your team, feel free to hit Add new again and repeat the steps.

When alerts will and won't trigger

Envoy checks if visitors appear on your block list when they're invited or when they sign in on the iPad. That said, pre-registered visitors who complete your sign in ahead of their visit will not be screened and therefore will not trigger an alert if their answers matches the keyword on your block list.

If your company uses pre-reg, we recommend checking your invite log each morning to see if any expected visitors answered your question in the way that would necessitate alerting your team.

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