CTI Meeting Technology knowledge base
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The methods involved in communicating with meeting people, which can include personal email, system email, notification campaigns, and items appearing in the Contributor Portal.
Click to select names of recipients (Use search box to find individuals, if needed) or use checkbox on top to select all names. Click “Communicate” icon and select “Communicate via PERSONAL EMAIL.” Fill in email fields and click to send. NOTE: Recipients address defaults to Bcc.
Click to select names of recipients (Use the search box to find individuals, if needed) or use the checkbox on top to select all names. Click the “Communicate” icon and select “Communicate via PERSONAL EMAIL.” Fill in the email fields and click to send. NOTE: Recipient’s address defaults to Bcc.
To separate multiple emails, use a semicolon with no spaces between, such as client@example.com;client1@example.com;client2@example.com
The campaign recipients page lists all the individuals who received that particular notification email. Click on the “Preview Email” icon in the actions column of any individual. The notification email they received will then appear in a new screen. Review message, then click “X” in top right corner to close.
Click on a notification campaign. The next screen will show all individuals who received that notification. To export list to excel, select names of individuals and click “export” icon.
Click on the name of the notification campaign in which 1 or more people need to be removed. Select from the list of recipients and then click the ellipses to “Change Status.” Select “Remove/Unassign.”
Click on Actions gear to see list of column options. To hide/show a column, click on column name to remove/add highlight. To move a column, click on column name and drag and drop in preferred position.
Click on the gear icon to “Show/Hide Charts.” The available charts will appear in a drop down. The highlighted charts are the ones currently displayed in dashboard. Click on a highlighted chart(s) to “hide” and close drop down box. Dashboard will automatically update to reflect changes made.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “System Email.” Write and send email.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “System Email.” Write and send email.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Click checkbox next to name of individual(s). Click “Invite” icon and select “Reviewer.” Select role and campaign (if necessary) and click “Preview.” Any potential conflicts will appear. If OK to assign, click “Continue” to complete (or “Go Back” to select another reviewer).
Use search box to find individuals, if necessary. Click to select name(s) then click “Invite” icon and select “Session Role.” Choose a Session Role and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” Choose a role or activity and assign the session organizer.
Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” Choose a role or activity and assign the session organizer.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
