Create smart workflows with rules

✨Your Envoy Visitors application must be at version 3.6.0 to set up Conditional 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 in your sign-in flow. That way you can set specific rules for any answer given in your sign-in flow.

How to create dropdown fields

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

How to set up individual rules

Go to Visitors > Settings > Sign-in flow > Sign-in fields.
Select Rules from the top toolbar.
Click "Add rule".
Select the sign-in field option you want to create a rule for from the dropdown.
Select which answer you want to Deny entry.
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

Go to Visitors > Settings > Sign-in flow > Sign-in fields.
Select Rules from the top toolbar.
Click "Add rule".
Select the first sign-in field option you want to create a rule for from the dropdown.
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 be blocked.

How to edit rules

Go to Visitors > Settings > Sign-in flow > Sign-in fields.
Select Rules from the top toolbar.
Go to the rule you want to edit and click the pencil beside it.
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 delete rules

Go to Visitors > Settings > Sign-in flow > Sign-in fields.
Select Rules from the top toolbar.
Go to the rule you want to remove and click the trash can beside it.
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.