Introduction

Watch Lists is an add-on feature that is used to flag visitors when certain customizable conditions are met. The visitors that are flagged by Watch Lists can be blocked from viewing certain documents, receiving badges or signing in altogether, or they can have their badge colour changed.

Watch Lists can also be used to notify certain people in your facility of the flagged visitors and what actions to take when the visitor is flagged.

Use Cases

Watch Lists have a variety of use cases. If you are looking for instructions on how to set up your watch lists, you can find more information here: Working with Watch Lists – iLobby Help Center

The use cases include, but are not limited to:

• Flagging visitors based on their full name, company, email, or country
• Flagging visitors based on the answers they provide to certain data fields
• Flagging visitors based on the documents they view and interact with
• Flagging visitors based on hits from other watchlists

When visitors are flagged, the following actions can be taken:

• Notifying the visitor's host
• Notifying any person of your choosing by entering their email
• Stopping badges from printing for that visitor
• Changing the badge colour for that visitor (if you have a colour printer)
• Skipping certain legal documents for that visitor's workflow (so they don't have to see those documents)
• Changing the text on the badge header for that visitor
• Customizing the text for the email that gets sent out when a visitor is flagged.

To learn more about Watch Lists, check out our webinar: iLobby Best Practices Episode 3: Watchlists in action (youtube.com)

If you have any questions, please don't hesitate to reach out to support@ilobby.com.