Transcript Powerpoint

Utilizing New and Existing
Communications Tools
2013 User’s Conference
Jacob Warner
Communications Manager & Analyst
Agenda
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HTML templates (look and feel)
E-Form email configuration
Email automation
Text templates
Questions
HTML Templates
• Brand all emails from sunapsis
• Use different HTML templates for different
purposes
• General Configurations 
Email Configuration 
HTML Email Header/Footer
HTML Templates
HTML Templates
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”
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
E-Form Email Configuration
E-Form Email Configuration
E-Form Email Configuration
E-Form Email Configuration
Email Automation
• System generated emails sent to individuals
automatically based on certain actions or data
• Alerts
• Checklists
Email Automation: Alerts
• Email individuals based on alerts
• General Configurations 
Alerts Configuration 
Alert Email Templates/Automation
Email Automation: Alerts
Email Automation:
Checklists
• Email individuals based on checklist actions
– Stage movement
– Task or e-form actions
Email Automation:
Checklists
Text Templates
• Standardize responses so all individuals get
the same response
• Can be edited before sending
• Alerts
• E-Forms
Text Templates: Alerts
Text Templates: E-Forms
Text Templates: E-Forms
Questions