Utilizing New and Existing Communications Tools

2013 User’s ConferenceJacob 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• 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