Available only when the Speaker and Session Management and its Conference Sessions sub-module are enabled for the event (on Plan > Configure > Options).
The emails created here are similar to those created in Communication > Email Templates and to those created in Communication > Speaker Email Templates.
The difference is that these emails are for sending to session reviewers.
The dynamic data that can be added includes reviewer fields and session fields.
These templates may be used when running reports of type Reviewers or Sessions.
The Reviewer Emails selected for tiers on the Speakers and Sessions Session Reviews Review Setup page are created here.
Certain default reviewer email templates are created automatically when the Reviewer Portal is created, but these templates can be edited or additional templates can be created.
List of Email Templates
All existing reviewer email templates are listed, with details shown for each template.
The lists of templates may be a multi-page list.
To create a new template, click Add New or click an Action icon in the row.
Email Template Details
Name (Required): The system tracks each template by its name.
Caution: If you elect to make the template available to all events in the account, ensure its name is unique across all events. A non-unique name could overwrite existing templates in other events.
From
From (Required): The email address from which Certain will send the email.
Defaults to the address set in Account Settings > Implementation > Security: either "event-information@certain.com" or the event contact (set on Event Setup Detail 'Contact').
Reply To
Reply To (Required): The email address to which replies will be sent when a recipient clicks 'Reply'.
Default: as described for the From address.
Notes
Note 1: When sending email to speakers, the From and Reply To fields saved on the reviewer email template take precedence over those in Account Settings and the Event Setup Detail.
Note 2: When copying an event, including its reviewer email templates, the From and Reply To fields in Account Settings and the Event Setup Detail are used for the new event. Any different addresses on the email templates are ignored for the copy.
Caution
If you configure From and Reply To addresses for different domains (for example, From: john.smith@certain.com, Reply To: john.smith@example.com), it increases the risk of the email being interpreted as spam by some mail servers because the From and Reply To domains do not match.
Sendgrid and SPF
Certain leverages Sendgrid, which is a cloud-based email infrastructure for transactional email delivery.
If you are sending email from an address other than the default event-information@certain.com address, coordinate with your IT department to ensure that Sendgrid's mail servers are added to your domain's SPF records.
See this Sendgrid page for more information: https://sendgrid.com/docs/Glossary/spf.html
Append
The Subject and Message body can each include dynamic information about the reviewer.
To insert a dynamic value, select a value from the Append list, and click the Subject or Message button.
The fields available include Reviewer Fields, Standard Session Fields, and the Reviewer Portal URL.
Subject
Subject (Required): The subject line for the email.
Message
Message: The body text of the email.
The usual editing features are available in the HTML Editor, unless the Enable Editor? checkbox is cleared.
Note: If the event is to be used as a template, ensure that any assets used in the email are account-level assets instead of event-level assets, so that they are available to all events in the account.
Enable Editor?
Enable Editor? When selected (as it is by default), you can edit the Message body using standard controls for formatting, etc.
You can clear the checkbox to edit the Message body in a simple text box (which can still include HTML code if Send as HTML is selected).
Display
Send as HTML? If selected (as it is by default), the message will be sent as HTML instead of plain text.
Include event's display shell? If selected, the HTML display shell (defined in Plan > Configure > Display > Advanced) will be included in the email.
Note: Available only if Send as HTML is selected.
Attachment
Attachment: To attach a file to the email, click Upload new file to Browse for the file on your computer.
Then click Upload image/file in the pop-up window in which you selected the file.
You may upload the following file types:
Microsoft Excel (.xls)
Adobe PDF (.pdf)
ZIP and RAR Archive files (.zip and .rar)
Web-Safe image formats (.jpg, .png, and .gif)
Microsoft Outlook and Lotus Notes business cards (.vcs and .or5)
See also
List of Speaker and Session Management documents, videos, and help topics