Adding Request Notifications

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Request notifications are automated emails sent when a meeting request changes status or upon a related date. Quickly add one by following the steps below.

1 Access the Notification Details page. Begin by clicking Admin in the top right corner. Hover over Meetings Management and, under Workflow, click Notifications. Click Create Notification.

 
NOTE: The Create Notification button will not appear if you have reached the limit for your account. Contact your account manager for more information.
2 Enter the notification details. Name the notification.

Use the "Send this notification for" and "Status" dropdowns to establish what will trigger the notification. Select when the notification will be emailed with the radio buttons to the right of "Send the notification:"

 
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3 Add content. Scroll down to the Notification Settings section.

If a recipient replies to the notification, their email will go to the address entered in the Reply-To Email Address field.

Add a subject line. If you'd like to personalize it with a data tag, click the User-added image to the right of the field, and search the your desired tag. Once you've made a selection, the data tag will appear in the Body field. Simply copy and paste it into the appropriate area.


 
NOTE: The Submitted Request Details data tag displays all the details of the request in a table.

Type your message. Click HTML... to access the HTML Editor

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4 Specify the recipients. List everyone who should receive this notification in the Recipients section.

To send it to yourself, select Email Address in the Type dropdown and type yours in the corresponding Recipient box.

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You can also send alerts to the requester, users, and even custom fields.

Once you're done, click Save.

 

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