Email Template Placeholders
The email template option in BoardEffect allows you to add or edit a custom email message. However, you cannot modify the placeholders in the templates. Placeholders are unique to each email template, and you cannot delete or copy and paste them in a different template. This topic describes each type of placeholder, including the template name in which it is saved.
-
On the BoardEffect home page, on the left-side Navigation Bar, select Site Settings .
-
Select Email Templates from the list of settings options. The Application Emails dialog opens.
-
Select the relevant tab to access the available email templates in that category.
-
To open the email template details page, select the relevant template name.
-
You can view the placeholders in the Email Body field of each email template.
Caution
Do not delete placeholders like %{book_title}. Should you delete placeholders, issues might occur with the dynamic content in the Email Body field when you send the email. To refresh, select Restore to default.
See below for a list of email template placeholders in BoardEffect:
|
Tab |
Template name |
Placeholder and description |
|---|---|---|
|
Books and Resources |
Message Contributors |
%{book_title} = Title of the Meeting Book |
|
Contributor Notification Email |
%{user} = Contributor’s name |
|
|
%{category_title} = Main category of the Meeting Book |
||
|
%{book_title} = Title of the Meeting Book |
||
|
Notify Users |
%{book_title} = Title of the Meeting Book |
|
|
Resource File Notification |
%{file_link} = Link to the file |
|
|
Collaborate |
Request Responses (Surveys and Polls) |
%{type} = Collaborate Feature: survey or poll |
|
%{title} = Title of the survey or poll |
||
|
%{due_date} = Due date of the survey or poll |
||
|
%{survey_body} = Description of the survey |
||
|
%{link} = Direct link to survey or poll |
||
|
Reminder Email (Surveys) |
%{survey_title} = Title of the survey |
|
|
%{survey_body} = Description of the survey |
||
|
%{due_date} = Due date of the survey |
||
|
Respondent Update |
%{user} = Respondent’s name |
|
|
%{type} = Collaborate Feature: survey or poll |
||
|
%{title} = Title of the survey or poll |
||
|
Message Respondents (Scheduler) |
%{sender_name}= Name of the sender/Administrator |
|
|
%{message}= Message provided: Please click the link below and indicate which meeting option works best for you. Thank you. |
||
|
%{link} = Direct link to the scheduler |
||
|
Changed |
%{task_title} = Title of task |
|
|
%{changes} = Changes made to task settings |
||
|
Deleted |
%{task_title} = Title of task |
|
|
Completed |
%{task_title} = Title of task |
|
|
%{user} = Task assignee’s name |
||
|
%{completed_on} = Task completion date |
||
|
Reminder |
%{task_title} = Title of task |
|
|
%{task_description} = Description of the task |
||
|
%{task_due_date} = Due date of the task |
||
|
Discussions Notifications |
%{discussion_title} = |
|
|
Authorization and Passwords |
Authorization Pending |
%{name} = Mobile Device user’s name |
|
%{preferred_email}= Mobile Device user’s preferred email address |
||
|
Password Reset |
%{client_title} = Platform title |
|
|
%{link} = Direct link to password reset screen |
||
|
User Locked Out (Web) |
%{name}= Locked out User’s name |
|
|
User Locked Out (Mobile) |
%{name}= Locked out User’s name |
|
|
User Logged In |
%{name}= Account Owner’s name |
|
|
%{ip} = IP Address from which login was made |
||
|
%{location}= Login location |
||
|
RSVPs |
Request Responses |
%{event_title} = Title of the Event |
|
%{event_description}= Description of the Event |
||
|
%{platform_link} = Organization's BoardEffect Portal Domain |
||
|
Workflows |
Message Approvers |
%{book_title} = Title of the Meeting Book |
|
Workflow Reminder |
%{file_title} = Title of the File |
|
|
%{workflow_due_date} = Due date of the Workflow |
||
|
Force Approval |
%{file_title} = Title of the File |
|
|
Workflow Complete |
%{file_title} = Title of the File |
