Customizing emails

You can customize the layout and content of all emails sent to your users from your organization's MeetingBooster installation.

For reminder emails, you can define when and how often they are sent. For more information, see "Setting system options".

Click Settings and select Admin.

Click Customize Emails under System in the menu.

A list of emails is shown.

Do one of the following:

Click Layout at the top of the list to customize the template of all emails sent from your organization's MeetingBooster installation.

You can set up individual emails so they do not use this template. Also, a number of the customization options described below do not apply to the template. See below for more information.

Click the title of an email on the list to edit the content of that particular email.

Customize the chosen email in the visual editor that opens, and click Save.

You can undo your changes, including saved changes, by clicking Restore Default. Other options in the visual editor are described below.

Options in the visual editor

Selecting a language

Your users receive MeetingBooster emails in the language they have selected under Interface Language in the Profile section (as described in "Setting up your preferences") which is not necessarily the same as the system default language. Each email on the list therefore exists in different versions; one for each of the languages supported by MeetingBooster. You can edit all language versions of each email separately.

On the Language drop-down, select which language version of the email you want to customize.

Changes introduced in one language version of an email are not automatically copied to other language versions. This allows you to have different email contents for different languages. To achieve consistency and avoid misunderstandings, however, it is often advisable to ensure that email content is the same in all language versions.

Selecting a template

On the Template drop-down, select whether the chosen email should use the Layout template or no template.

Editing and formatting the body and subject line

Use the visual editor to enter, edit or delete body text and subject line in the chosen email.

Use the editor options to format and arrange the text as needed, for example by changing the font, text color or text alignment, or by inserting or adjusting tables in the text. Note the following options:

Click to open a drop-down where you can insert media and images, hyperlinks, the date and time or special characters.

Click Paragraph to choose from a number of predefined text styles.

Click Clear Formatting to remove all formatting from the email.

You can check the results of your changes in the preview window to the right. The window is continuously updated as you work.

Inserting tags

You can insert a number of tags in the body text and subject line. When an email is sent, each tag is replaced with specific information as indicated by the tag name, such as the recipient name, meeting title or email subject. You can insert the same tag several times in the same email.

For example, if you insert the Recipient Name tag in an email, and the system then sends this kind of email to users Adam Smith and Charlotte West, the tag is replaced with the actual names of these recipients in the emails they receive.

Which tags you can select depends on the email you are editing. For example, Meeting Title tags are not available for emails concerning user accounts.

When editing the subject line of emails, select the tag you want to insert on the Tags drop-down to the right of the Subject field.

When editing the body text of an email or the Layout template, select the tag you want to insert by clicking Tags in the visual editor.

Delete unnecessary tags by selecting them (or placing the cursor next to them) and pressing the Delete or Backspace key.

Editing raw data

Instead of using the visual editor as described above, you can customize email by editing the raw HTML data directly. By doing so, you can use more formatting and tagging options than the editor provides since you can use any HTML code. However, it is advisable to only use HTML code that is accepted by the email client your users prefer. For more information, see the documentation for the email client.

Editing raw data requires at least basic knowledge of HTML programming and is not recommended for users with no experience with HTML.

Click Show Raw below the visual editor.

In the HTML editor that appears, edit the text and/or HTML code as needed.

Note the syntax used for inserting email tags.

Click Update from Raw to copy your changes from the HTML editor to the visual editor and the preview window.

If you do not click Update from Raw before clicking Save, the changes you made in the HTML editor are not saved.

Click Hide Raw to close the HTML editor again.

Sending a test email

You can send a test email to yourself or someone else to verify your changes.

(Optional) Enter a different email address in the Test email address field above the preview window if the test email should be sent to someone else than yourself.

Click Send.