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