Admin accounts must have the Site Messages admin role permission checked to access this tool.
The Site Messages tool can be found by navigating to Admin Panel > Site Building Tools > Site Messages. Similar to the functionality offered by the Template Management feature in Global Admin, this tool offers site admins the capability to customize system-generated messages sent in the Event Portal.
This article reviews the actions you can perform using the Site Messages tool and lists examples of internal and external communications sent by the system.
Jump to view section:
• Details
- Internal Site Message Examples
- External Site Message Examples
- Suggested Exhibitor Reminder Template
Details
The Details section allows site admins to configure the Site Name, Admin Name, and Admin Email address. Your A2Z Implementation team initially updates the Site Name to reflect the name of your event when your portal is deployed.
Please Note: The A2Z team does not configure a customized Admin Name or Admin Email address.
On this tab, site admins can manage the following:
- Site Name - Name of the site that appears in outgoing communications.
- Admin Name - Name that appears in the From field of emails sent by the system.
- Admin Email - Email address that appears on outgoing communications.
If the Admin Email is updated, the Sender Authentication setup should also be updated. - Admin Reply-To Email - Email address that receives reply messages. This address may be different than the address listed in the Admin Email field if desired.
- Admin Feedback Email - Email address that receives user feedback regarding the site. This address may be different than the address listed in the Admin Email field if desired.
Sender Authentication
The Sender Authentication tab allows site admins to validate the domain name associated with the event portal URL and outgoing email addresses. Completing this process is critical to ensure the successful delivery of emails if you intend to modify the Admin Email address.
Begin the process by entering the domain name you would like to use to send from and then click the Get Started button. After the page refreshes, custom DNS records are shown which must be added to your domain provider. The portal interface will verify the DNS records are in place and authenticate your email domain.
Contact your A2Z Project Manager for assistance or if you have any further questions about this process.
Site Messages
The Site Messages tab allows portal admins to customize the formatting and contents of automated messages sent to users both internally to their system inbox and externally to their email inbox.
Editable messages are grouped by label headers. Admins can click the Edit button to the right of the desired message to update the contents and formatting within.
Review the following information for more details regarding editable Site Messages:
| Message Name |
Delivery Location |
Message Description |
|
| Organization Completion Reminder | External |
An email that site admins send to all organization owners as a reminder to finalize outstanding profile information. To send it, navigate to Admin Panel > Site Building Tools > Organizations Manager > Communication > Send Reminder. |
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|
Events |
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Event Invite - Site Member |
Internal and External |
A notification sent to users who have been invited to attend an event, such as a meeting or session, via the Session Invite block located on the event details page. |
|
| System | |||
| 404 Page Not Found | Internal | The error message that appears when a user encounters a non-existing or inactive page in the portal. | |
| User Account | |||
| Action Notification Wrapper | Internal and External | A notification sent to the item creator when another user interacts with the item (e.g., A user comments on your meeting). | |
| Forgot Password Reset | External | The account recovery email sent to users after clicking the Forgot Password link. | |
| New Account Welcome (Minor) | N/A | Currently, this site message is irrelevant for Event Portal sites. | |
| Site Welcome Message | External |
The email sent to new users after joining the portal. Note: Most portals disable this email from being sent. To enable it, navigate to Admin Panel > Site Administration > System > User Registration > Send Welcome Message |
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Internal Site Message Examples
Messages in this section are examples of system-generated communications sent internally via the Event Portal's messaging system. Users can access their internal inbox by clicking the bell icon in the top-right corner of the navigation bar.
New Category Form Review Item Created:
(Sent to email entered in the Category Form)
User submits a friend request:
User is invited to attend an event:
Invited user updates their RSVP status for an event:
Sent after another user interacts with an item you created:
Assign a Reviewer to grade a session proposal:
(Call For Proposals Add-On Only)
External Site Message Examples
Listed below are the default examples of system-generated communications sent externally to a user's e-mail address.
New Category Form Review Item Created:
(Sent to email entered in the Category Form)
Organization Completion Reminder Email:
Account Recovery email sent after clicking the Forgot Password link:
Sent after another user interacts with an item you created:
Sent after assigning a Reviewer to Grade a Proposal:
Call For Proposals Add-On Only
Sent after assigning an existing user account as an event speaker:
Conference Add-On Only
Sent after assigning a new user account as an event speaker:
Conference Add-On Only
Suggested Exhibitor Reminder Template
If you are looking to add more context to your missing exhibitor information email encouraging your exhibitors to take action and update their profiles, try replacing the default contents of the System-generated Organization Completion Reminder site message with the template listed below.
| Subject: |
Your XXORGANIZATIONNAMEXX Profile has missing/incomplete exhibitor information. |
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Body: |
Our records indicate your eBooth information for our upcoming event is incomplete. Did you know that exhibitors with updated profiles generally experience 2-3 times more visits to their eBooths compared to exhibitors with incomplete profiles? Maximize ROI from your participation at the event, by coordinating your online booth strategy with your physical booth strategy! Empower attendees to better find you by taking action to:
Interested in learning more? Check out this info shared by our technology partner - A2Z Events by Personify.
Warm Regards, |