Site messages are delivered automatically from the platform to welcome individuals to the site, remind them to take an action, or notify them of important information. Site messages will always have the default email options and can be edited or turned off if they are not needed. Site users and attendees cannot opt-out of receiving site messages.
In this article:
- Log into the site
- Go to your dashboard
- Locate Site Messages
- View site messages
- Editing a site message
Step 1 - Log into the site
Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.
Step 2 - Go to your dashboard
If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.
Step 3 - Locate Site Messages
Select "Email Messaging" from the left side navigation and then select "Site Messages".
Step 4 - View Site Messages
Click the tabs to find site messages, notifications, or reminder emails.
- Welcome Emails: Delivers login information to administrators, catalog administrators, and attendees or members.
- Notifications: Delivers an email from the site when a change occurs on an individual's account. (example: password change)
- Reminders: Reminds individuals to take an action such as login.
Status: You can turn a site message off to prevent any future emails from being released from the site or turn them back on to resume the site message as normal.
Step 5 - Edit the site message
Step 1: Options, Header & Footer
- Turn the site message on or off.
- Keep the default subject line or change it.
- Change the email background color if needed.
Note: Site messages will retain the default header and footer.
Step 2: Edit the Message
Edit the message of the email in Step 2. You have the option of inserting a field from administration such as the first name or site name. Use the text editor to change the text if needed or to add other elements such as images or links.
Step 4: Review & Schedule (Step 3 does not apply):
See a preview of the site message on the site or send yourself and others a test email.