Appending Agenda Items to an Email Template

3 years ago. Updated.

While Certain does not have a specific feature for appending Agenda Items directly to an Email Template, Display Rules can be used to include the Personal Agenda section in an Email Template. Once the Display Rule has been created, the Display Rule can be appended to an Email Template. The Email Template will automatically display the list of Agenda Items that the Registrant selected for the event.

Creating a Display Rule for Personal Agenda

Steps

1. Navigate to Plan > Event Setup > Content Display > Display Rules.

2. Click Add new.

3. Enter a Rule Name.

4. Set the Condition to Always Apply.

5. Under Rule Action, select the Confirmation Section: Personal Agenda from the Available Sections, and add it to Active Sections.

6. Click Save.

Once the Display Rule has been created, return to the Email Template. Append the Display Rule to the email message. Please see screenshot below for reference.

Source: https://platform-support.certain.com/hc/en-us/articles/360020197154-Appending-Agenda-Items-to-an-Email-Template

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Keywords: Certain, Email Template, Display Rules, Personal Agenda, Agenda Items