1. Click the 'Tools’ dropdown on Event Settings Panel, then 'Template Matrix.’ Here you’ll see various templates for emails, login pages, etc. 2. Scroll down until you reach email templates. You have the ability to change these templates out should you choose to.
1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Emails’ 2. Click into an already existing email that you created. 3. Click ‘Send a Test Email’ in the upper right hand corner. 4. Click ‘Select User’ to pick users in the system who will receive the test email (can search by name). 5. Click […]
1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Emails’ 2. Click into an already existing email that you created 3. Scroll down to Distributions [ET], then click ‘Create New Distribution,’ then ‘Filters.’ This is where you will decide who you want your email to go to. Select all applicable options that suit your […]
1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Emails’ 2. Click 'Add New’ 3. Fill out the Email Properties -Email Title*: Required -Subject Line*: Required -Email Type: For internal reference (registration confirmation, etc.) -Language: Select a language 4. Visit the Email Template library if you wish to start from a Chati email template […]
1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Announcements’ 2. Click into an announcement that you’ve already created 3. Scroll down to ‘Schedule List’ 4. Click ‘New Item’ 5. Set the following: ‘Date/Time To Send,’ ‘User Type,’ and ‘In Space’ -Date/Time To Send: Set date and time -User Type: Set the user type […]
1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Announcements’ 2. Click into an announcement that you’ve already created 3. Click ‘Advanced Settings’ 4. Set the following: ‘Display Order,’ ‘User Type,’ ‘Sponsor,’ and ‘Duration’ -Display Order: Will affect the order of your announcements in the event -User Type: Decide ifyou want the announcement to […]
1. Click the 'Navigation’ on Event Settings Panel, then scroll down to ‘Icon Menu Items’ 2. Click ‘New Icon Menu Item’ 3. Fill out the following: ‘Title,*’ ‘Link Destination,*’ ‘Link Target,*’ ‘Menu Graphic,’ ‘Icon,’ and ‘Color’ -Title*: Required -Link Destination*: Required (where the icon will navigate to) -Link Target*: Required -Menu Graphic: Select your graphic […]
Event announcements are set up at the event level. In the event, announcements will always appear in the upper righthand corner. 1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Announcements’ 2. Click ‘Add New’ 3. Within ‘General Settings,’ add the ‘Description,*’ ‘Message Editor,*’ and ‘Schedule List’ -Description*: Is not shown to users, […]
