Appending Agenda Items to an Email Template

Overview

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, you can append it to an Email Template.

This will automatically display the list of Agenda Items that the Registrant selected for the event.

Creating a Display Rule for Personal Agenda

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

Click Add new.

Enter a Rule Name.

Set the Condition to Always Apply.

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

Click Save.

After Creating the Display Rule

Once you have successfully created the Display Rule, you can go back to your Email Template.

Append it to the email message.

Please see screenshot below for reference.

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