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

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Presentation transcript:

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

Agenda HTML templates (look and feel) E-Form configuration automation Text templates Questions

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

HTML Templates

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 ”

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

E-Form Configuration

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

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

Automation: Alerts

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

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

Questions

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