Configuring Email Templates

Geeta Nagpal
Geeta Nagpal
  • Updated

Go to Main Navigation Bar >Templates >Email Templates

Email Templates provide Administrators with the flexibility to tailor communications according to specific actions focused around meetings. This customization process encompasses not only the ability to modify the email's subject line but also the incorporation of smart tags, which automatically fill in relevant information to enhance the message's clarity and relevance. By utilizing these features, Administrators can ensure that their emails are not only personalized but also efficient, allowing for a more streamlined communication process that meets the unique needs of each scenario.

To begin editing the default template, click the pencil icon:

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Each template will display a default subject including suggested Smart Tags (Variable) used to prepopulate information pertaining to the meeting. Administrators can choose to keep the default or add additional tags in the subject and Body of the email. 

 

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The following templates are available for customization and will apply to all meeting templates:

Notification Event Purpose of Template
Meeting Scheduled

Emails sent to attendees when meeting is first created and scheduled if checked off under " Email Notification drop down. Optional attendees:

  • Administrators
  • Voting Participants
  • Non - Voting Participants
Meeting Rescheduled

Optional Emails sent to attendees when meeting is rescheduled. If checked off under " Email Notification drop down. Optional attendees:

  • Administrators
  • Voting Participants
  • Non- Voting Participants
Meeting Published Email sent when wishing to notify meeting attendees (Administrators + Participants) that a meeting has been published.
Meeting Unpublished Email sent when wishing to notify meeting attendees (Administrators + Participants) that a meeting has been un-published. 

 

Package Published (Public)

 

Email sent to users who belong to a subscription list (s).

 

Related Articles:

  1. Meeting Creation and Administration
  2. Meeting Creation - Form Field Explanation
  3. Rescheduling/Deleting a Meeting
  4. Internet Publishing - Publishing the Meeting Date
  5. Publishing the Agenda to the Participants

 

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