Appending Agenda Items to an Email Template

Appending Agenda Items to an Email Template

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

Creating a Display Rule for Personal Agenda

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 successfully created, the Display Rule can be appended to the email message in the Email Template. Please see the screenshot below for reference:

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