Your Envoy Visitors application must be at version 3.6.0 to set up rules.

Note: If you have multiple sign-in flows you will need to do this for each one.

In order to use Conditional Alerts, we have to have a set answer for your sign-in flow questions. For this, you have to use dropdown fields.

How to create dropdown fields

  1. Go to Visitors > Settings > Sign-in flow > Sign-in fields.
  2. Click "Add field" and then select "Dropdown".

How to set up individual rules

Rules can be set to deny entry and/or notify people.

  1. Go to Visitors > Settings > Sign-in flow > Sign-in fields.
  2. Select Rules from the top toolbar.
  3. Click "Add rule".
  4. Select the sign-in field option you want to create a rule for from the dropdown.
  5. Select which answer you want to set a rule for.
    • You can do Deny entry or Alert, or both depending on how you want to set up your rules.
  6. Click "Save rule".
    • If you want to add more rules for other answers in the dropdown, or other questions in the sign-in flow repeat steps 3-6.
    • If you're done creating rules hit the x at the top of the Rules modal.

Note: Setting up rules one at a time will ensure that if any answer matches any of the options that should deny entry, it will deny the entry.

How to set up compound rules

  1. Go to Visitors > Settings > Sign-in flow > Sign-in fields.
  2. Select Rules from the top toolbar.
  3. Click "Add rule".
  4. Select the first sign-in field option you want to create a rule for from the dropdown.
  5. Click Add another condition and then select the next option you want to create a rule for from the dropdown.

Note: This means that the visitor will have to hit all conditions to have the action (Deny or notify) take place.

How to edit rules

  1. Go to Visitors > Settings > Sign-in flow > Sign-in fields.
  2. Select Rules from the top toolbar.
  3. Go to the rule you want to edit and click the pencil beside it.
  4. From there you can add to the rule, if you want to make it a compound rule, or simply change the rule itself.

How to get alerts for approved visitors

  1. Have your denial rules all set up already.
  2. Create a compound rule with all answers that will allow entry.
  3. Set up the rule to "Notify" any admin you want.
  4. You will start receiving alerts for all invites and entries that are allowed entry.

What does the alert look like?

  • The alert will be sent, via email, after a visitor signs in or completes pre-registration.
  • For pre-registration, it will say "Occurred during pre-registration" and for someone signing in at the kiosk the alert will say "Occurred in office".

How to delete rules

  1. Go to Visitors > Settings > Sign-in flow > Sign-in fields.
  2. Select Rules from the top toolbar.
  3. Go to the rule you want to remove and click the trash can beside it.
  4. Confirm you want to delete the rule.
    • If you want to delete more rules repeat steps 3-4.
    • If you're done deleting rules hit the x at the top of the Rules modal.

Did this answer your question?