Introduction
Reviewer Email Templates are available only when Speaker and Session Management and its Conference Sessions sub-module are enabled for the event (on Plan > Configure > Options).
Reviewer Email Templates are similar to those created in Communication > Email Templates and to those created in Communication > Speaker Email Templates.
The difference is that Reviewer Email Templates are for sending messages to session reviewers.
The dynamic data added to these templates includes reviewer fields and session fields.
Reviewer Email Templates can be used when running reports of type Reviewers or Sessions.
Reviewer Email Templates that are selected for tiers on Speakers and Sessions Session Reviews Review Setup are created here.
Certain creates default reviewer emails automatically when you create the Reviewer Portal.
You can edit default reviewer emails or create additional templates.
Add, edit, and delete reviewer email templates
- To add a new reviewer email template, click Add New.
- To edit an existing template, click in the Actions column.
- To delete a template, first edit it.
- To delete a template, click Delete at the bottom of the page.
Page Details
List of Email Templates
All existing reviewer email templates are listed.
Template lists may be a multi-page list.
Click an Action icon to work with a template.
Click the Add New button to create a new template.
Each template listing includes the following details:
- Name
- Date Created
- Date Modified
- Action, a column with icons for each template.
- Edit the template, in the sections described below.
- Copy the email.
- Preview the body of the email in a pop-up window.
- If the email includes dynamic fields, the preview shows the fields as they appear in the message body when editing.
- Example dynamic field in preview:
<{FirstName}>.
Email Template Name
- 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 (see Visible to, below), make sure the template name is unique across all events.
- Caution: The system overwrites existing templates in other events if those templates have the same name.
Email Template Details
- From — (Required) The email address from which Certain will send the email.
- From defaults to the address set in Account Settings > Implementation > Security.
- The default From address is either "event-information@certain.com" or the event contact.
- The event contact is set on Plan > Event Setup > Detail.
- Reply To — (Required) The email address to which replies will be sent when a recipient clicks 'Reply'.
- Reply To defaults to the address described for the From address.
> Note 1: When you send email to speakers, the From and Reply To fields saved on the reviewer email template take precedence over those in Implementation Security.
> Note 2: When you copy an event, including its reviewer email templates, the From and Reply To fields in Implementation Security and the Event Contact 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 (such as From: john.smith@certain.com, Reply To: john.smith@example.com), it increases the risk of that email message being interpreted as SPAM by some mail servers.
>
> The risk increases because the From and Reply To address domains do not match.
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, Certain recommends working with the IT department.
Sendgrid mail servers must be added to the domain's SPF (Sender Policy Framework) 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.
- To insert a dynamic value, click the Subject or Message button.
- The fields available include Reviewer Fields, Standard Session Fields, and the Reviewer Portal URL.
- Subject — (Required) The subject line for the email.
- Message — The body text of the email.
- The usual editing features are available in the HTML Editor, unless the Enable Editor? check box is cleared.
> Note: If the event is to be used as a template, ensure that any assets (such as images) used in the email are Management Assets (account-level assets) instead of event-level assets. > > This change ensures that the assets are available to all events in the account.
- Enable Editor? — If this check box is selected (as it is by default), you can edit the message body using standard controls for formatting, etc.
- You can clear the check box to edit the message body in a simple text box.
- The simple text box 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 as 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 — 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 where 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)