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Utilizing New and Existing Communications Tools

Utilizing New and Existing Communications Tools. 2013 User’s Conference Jacob Warner Communications Manager & Analyst. Agenda. HTML templates (look and feel ) E-Form email configuration Email automation Text templates Questions. HTML Templates. Brand all emails from sunapsis

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Utilizing New and Existing Communications Tools

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  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

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