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

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Presentation on theme: "Utilizing New and Existing Communications Tools 2013 User’s Conference Jacob Warner Communications Manager & Analyst."— 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 configuration automation Text templates Questions

3 HTML Templates Brand all s from sunapsis Use different HTML templates for different purposes General Configurations  Configuration  HTML Header/Footer

4 HTML Templates

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6 HTML Templates: Tips % Content% is required HTML for 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 ”

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

8 E-Form Configuration

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12 Automation System generated s sent to individuals automatically based on certain actions or data Alerts Checklists

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

14 Automation: Alerts

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

16 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

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21 Questions


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