In this article:
- Where is it?
- Finding the right Message to customize
- Customizing the Message areas of an Attachment
- Previewing the email
Where is it?
While you’re sending a batch email In MeetMax, you can choose an Attachment from this menu:
The Attachment adds personalized confirmation or schedule details for each recipient in the batch.
| See a sample of each Attachment here. | |
| If you’ve built some Custom Pages to use as emails, you’ll see them in the Attachment menu as well, as shown above. |
Where to customize an Attachment
Most Attachments contain two zones where you can insert your own custom content.
The example below is an email with the Meeting Schedule Attachment (and our default email wrapper).
We’ve marked the customizable areas in yellow:
In these Message areas, you can add custom text and images (and update them anytime).
You’ll edit all Messages from the Configure tab:
Finding the right Message to customize
MeetMax has a wide variety of Messages, because you can insert custom content into many web pages and emails.
Each of the Attachments has a unique Page URL. That’s the information you’ll need for locating a Message.
In the table below, you can copy the Page URL for any Attachment, and paste that into MeetMax to find its Message. (More on that below.)
| Attachment Name | Page URL |
|---|---|
| Activities | Message isn’t customizable |
| Combined Attendee Meeting Schedule | sched_meetings_inv_co.html |
| Company Registration Invite | entity_reg_invite.html |
| Hotel Confirmation | Message isn’t customizable |
| Investor Registration Invite | investor_reg_invite.html |
| Meeting Requests | requested_attendees_summary.html |
| Meeting Schedule | investor_schedule.html |
| Presentation Schedule | list_presentations_inv.html |
| Presenting Schedule | email_presentations_in.html |
| Registration Confirmation | new_reg_investor.html |
| Survey | Message isn’t customizable |
| Transportation | Message isn’t customizable |
| Unexpired Meeting Schedule | investor_schedule.html |
| Unified Schedule | Message isn’t customizable |
| If you need to insert a Message on the Unified Schedule Attachment, the process is a little different. Learn more about this here. |
Customizing the Message areas of an Attachment
For this example, we'll add some content to the Company Registration Invite Attachment.
This Attachment presents a link for a Company to register for our event. Let's add a welcome message and some instructions for the new registrant.
- Step 1. Head to the Configure tab. Choose Site Design, then Messages:
- Step 2. On the Messages page, set two filters:
- • Set the top filter to With Custom Messages. That narrows the list to Messages our team has set up for you.
- • Set the second filter to Page URL. Then paste in the correct Page URL from the table above:
- Step 3. When you’ve located the Message, click the tag icon to open it for editing:
- Step 4. Now, it’s time to choose which zone of this email you want to add content to:
- • TOP places your content above the Attachment content.
- • BOTTOM places your content below the Attachment content.
- You can add Messages to one or both areas. In this example, we’ll insert a TOP message.
- Step 5. When you choose a zone, that opens the custom content editor. You can add text, images, and links here.
-
Some Attachments, like this example, already have default content in them. It’s best to leave that in place, and add your custom content above or below. - Click Submit to save:
- You can return to this Message at any point during your event, and change the content. Participants who receive the email after that point will see the new version automatically.
-
Copying and pasting directly from a Word document can create formatting issues. Instead, paste your text into a Notepad app first to remove all formatting. Then paste into the MeetMax editor. If you want to add merge fields to pull personalized details into a Message, reach out to our Support team.
Previewing the email
When you’ve saved your changes to the Message, you’ll be able to preview how it looks in the email.
Head to the top right corner of the editor and click the View Sample link:
