The starting point is the settings menu, accessible via the Backstage page.
There you will find the menu item custom mail templates in the settings.
Under this menu item there are different possibilities to define notifications for email templates. The possibilities are:
- Participant Invitation: invitation for a participant
- Participant Reminder: reminder for a participant
- Speaker Invitation: invitation for a speaker
- Speaker Reminder: reminder for a speaker
- User OTP: Template for sending a one-time password for authentication
After one of the options has been selected, the system creates a template. Clicking the X icon deletes the template.
By clicking the Edit icon, the template can be customized.
1. Template name: The template name can be edited.
2. Email subject: The email subject of the template can be edited.
3. Attach calendar invitation: A calendar invitation can be added to the email template. The recipient receives a file with the email invitation, which then makes the appointment visible in the recipient's calendar.
4. Save a template: You can save the template by clicking this icon.
5. Reset a template: The template can be reset to the initial state.
6. Mode Switcher
a. If the mode is set to Editor, you'll see following options
1. Preview on different devices: You can change here the preview of the template. You can choose between display in browser (left icon), tablet (middle icon) and smartphone (right icon).
2. Show components: A grid can be displayed here, which shows the individual components.
3. Preview: By clicking this icon the template is shown in a preview mode.
4. Show code: The HTML and CSS code behind the email can be displayed.
5. Manage changes: Changes can be undone or added again.
6. Style manager: The style manager can be opened by clicking this icon. An element of the template must be selected in order to view the possible styling options in the sidebar.
8. Layer manager: The layer manager can be opened by clicking this icon. The structure of the template can be viewed and edited.
9. Blocks: In this mode ready-made blocks for the templates can be integrated into the template by "drag and drop". There are the categories Basic and Placeholder.
If the image option is selected under Blocks Basics, proceed as follows:
First, the image element must be dragged and dropped to the desired location.
After that this window opens automatically. (Depending on the operating system, the illustration may differ).
Here you can navigate in the local files of the respective user PC to where the image to be uploaded is stored.
By simply clicking on the image file and confirming once on the Open button, the image is uploaded and inserted into the template.
When the process is complete, the image will be found in the template.
b. If the mode is set to HTML, you'll see following:
1. Input field to paste or type your custom HTML layout
2. Preview area to see your changes
Hint: in this mode there's no picture management, so you'll have to link images from external hosting and make sure the're available at the time of sending the e-mails.