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

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

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

21. Questions