1 / 21

Utilizing New and Existing Communications Tools

Join Communications Manager Jacob Warner as he presents critical insights from the 2013 User’s Conference focused on maximizing existing and new communication tools. This session covers essential topics including HTML templates for emails, E-Form email configuration, email automation, and alert systems. Learn how to customize communications through branded templates, optimize e-form emails for various stakeholders, and implement efficient response systems. Explore best practices and standards for email design, ensuring clarity and engagement with your audience.

laban
Télécharger la présentation

Utilizing New and Existing Communications Tools

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Utilizing New and Existing Communications Tools 2013 User’s Conference Jacob Warner Communications Manager & Analyst

  2. Agenda • HTML templates (look and feel) • E-Form email configuration • Email automation • Text templates • Questions

  3. HTML Templates • Brand all emails from sunapsis • Use different HTML templates for different purposes • General Configurations  Email Configuration  HTML Email Header/Footer

  4. HTML Templates

  5. HTML Templates

  6. HTML Templates: Tips • %emailContent% is required • HTML for email is not the same as HTML for a modern webpage • Standards and style are different • Tables and inline styles are the norm • Search internet for “HTML for email”

  7. E-Form Email Configuration • Configure every e-form related email • Configure emails to student, second approver, or department • Set defaults for all e-forms • Override default settings on specific e-forms

  8. E-Form Email Configuration

  9. E-Form Email Configuration

  10. E-Form Email Configuration

  11. E-Form Email Configuration

  12. Email Automation • System generated emails sent to individuals automatically based on certain actions or data • Alerts • Checklists

  13. Email Automation: Alerts • Email individuals based on alerts • General Configurations  Alerts Configuration  Alert Email Templates/Automation

  14. Email Automation: Alerts

  15. Email Automation: Checklists • Email individuals based on checklist actions • Stage movement • Task or e-form actions

  16. Email Automation:Checklists

  17. Text Templates • Standardize responses so all individuals get the same response • Can be edited before sending • Alerts • E-Forms

  18. Text Templates: Alerts

  19. Text Templates: E-Forms

  20. Text Templates: E-Forms

  21. Questions

More Related