Reviewer Email Templates

Reviewer Email Templates are email templates used to communicate with session reviewers.

Reviewer Email Templates are available only when the Speaker and Session Management and its Conference Sessions sub-module are enabled for the event.

The emails created here are for you to send to session reviewers.

Dynamic data that can be added includes reviewer fields and session fields.

You might use these templates when you run 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.

Some templates are created by default when you create the Reviewer Portal; you can edit those or create others.

To add a new reviewer email template, click Add New.

To edit an existing template, click the Actions column or click the row itself.

To delete a template, first edit it, then click Delete at the bottom of the page.

This article is intended for event organizers and administrators who manage reviewer communications.

List of Email Templates

All existing reviewer email templates are listed, with details for each template.

The lists of templates may be a multi-page list.

Click an Action icon, or click the Add New button to create a new template.

Email Template Name is the identifier used by the system to track each template.
Name is required; the system tracks each template by its name.
Caution: If you elect to make the template available to all events in the account (Visible to, below), ensure its name is unique across all events. A non-unique name would overwrite existing templates in other events if they had the same name.

From

From is required. It is 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 is required. It is the email address to which replies will be sent when a recipient clicks Reply.
Default is 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 you copy 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), this increases the risk of the email being interpreted as SPAM because the From and Reply To address domains do not match.

Sendgrid

Certain leverages Sendgrid, a cloud-based email infrastructure for transactional email delivery.

SPF Records

If you are sending email from an address other than the default event-information@certain.com address, work with your IT department to ensure that Sendgrid's mail servers have been added to your domain's SPF records.
See https://sendgrid.com/docs/Glossary/spf.html for information.

Append

Append includes dynamic information about the reviewer for the Subject and Message body.
To insert a dynamic value, select a value from the Append list, then click the Subject or Message button.
The available fields include Reviewer Fields, Standard Session Fields, and the Reviewer Portal URL.

Subject

Message

Message is the body text of the email.
The usual editing features are available in the HTML Editor unless the Enable Editor? checkbox is cleared.
If the event is used as a template, ensure that assets in the email are account-level assets rather than event-level assets so they are available to all events in the account.

Enable Editor?

Enable Editor is checked by default.
If checked, you can edit the Message body with standard formatting controls.
If unchecked, you can edit the Message body in a simple text box (HTML is still possible if Send as HTML is selected).

Display

Send as HTML? If selected (the default), the message is sent as HTML.
Include event's display shell? If selected, the HTML display shell is included in the email. Note: This is available only if Send as HTML is selected.

Attachment

Attachment allows you 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.
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)