- Where do I find it?
- Which message do I edit?
- How do I edit the message?
- Messages vs. Message Tags
- What about multiple roles?
- Can you merge in fields?
One of the most frequently asked questions from MeetMax admin users is how to edit the content for pages and e-mails generated within the application.
Please note: if you are attempting to edit the header or footer areas for the application or public site, please see the article Editing the Header or Footer.
Where do I find it?
To access the Messages module, please navigate to "Configure" --> "Site Design" --> "Messages".
Which message do I edit?
There are dozens of different messages for the various system pages and e-mails and you have several helpful options for filtering the list in order to get to just the right one.
- Top Filter Options
- The "top filter" on this page allows you to query the list of messages to just those which have a user-defined custom message, or just those with a user-defined custom message OR default message.
- This type of filtering is helpful for returning clients who want to quickly scan through all of the pages which they have previously edited so that they can update any event-specific information.
- Bottom Filter Options
- Page URL - This is a very helpful option for in-application page messages. By using this filter you can target the specific page you are "looking at" within the system. To use this filter, you will want to only enter the "page name". In the below example, you would want to search by just the highlighted section.
Example:- https://www.meetmax.com/sched/event_12345/investor_reg_new.html?attendee_role_id=INVESTOR
- Page Title - This option is similar to the previous option but instead relies on using the "page title" attribute.
- Category - This often the most popular option for searching Page/E-mail Messages. This allows you to break up the list into smaller predefined categories to try and find the right message tag.
- Page URL - This is a very helpful option for in-application page messages. By using this filter you can target the specific page you are "looking at" within the system. To use this filter, you will want to only enter the "page name". In the below example, you would want to search by just the highlighted section.
How do I edit the message?
The message editor is a standard "WYSIWYG" (what you see is what you get) editor and works very much like a typical word processor application like Microsoft Word or Apple Pages.
You can modify various attributes of the text, such as font color or size, by highlighting those sections and clicking the buttons in the toolbar. This also allows you to insert images, links, and perform many other editing actions.
Alternatively, if you are savvy with writing HTML/CSS you can directly edit the 'source' by clicking that button in the toolbar.
When you are finished updating the message for the page please be sure to click the "save" button at the bottom of the page to save your changes.
Messages vs. Message Tags
In our software we make a distinction between "Messages" and "Message Tags" which is helpful to understand, especially as it relates to changing different messages on the same page.
You can think of each "Message" as every individual page/e-mail message you see listed in the messages interface, while the "Message Tags" are the different versions of that message.
When you click the "Edit" or "Add" button in the messages interface, you are (by default) editing the "TOP" message. Most all pages have - at least - a "TOP" and "BOTTOM" message.
The "TOP" message typically displays above the 'functional content' on a given page while the "BOTTOM" is below that functional content.
For example, on the "Attendee Request Page" the "TOP" message displays above the request interface while the "BOTTOM" message displays below the request interface.
To edit a message tag other than "TOP" you will click the drop-down arrow next to the Add/Edit button for the give message. Sometimes, you will see many options other than "TOP" or "BOTTOM". Please refer to the next section for an explanation on that topic.
What about multiple roles?
One of the most powerful features of MeetMax as an event management platform is the ability to develop custom role groups to fit very specific client needs.
Often times, this will result in a desire to show the same page (e.g. -- 'Meeting Requests') with different content based on which "role" the attendee viewing the page is assigned.
This type of custom setup is configured behind the scenes by the MeetMax Technical Services team but typically the content for different roles can be edited from within the application.
Behind the curtain, our team inserts "conditional logic" which displays the right message tag for the right user. On the front-end within the application they will create additional 'message tags' (see above) as needed.
Please refer to the instructions in the previous section on how to edit specific message tags.
Can you merge in fields?
The short answer to this question is: "Which fields? And where?"
Depending on the fields you're interested in merging, and which messages you want them included on, we can typically help you in developing the right syntax to merge in basic fields like an attendee's first or last name, their company name, etc.
Pro-tip: If you review the default "TOP" message tag for the "Attendee Welcome Splash Page" this will shed some light on the typical syntax used to call in different fields on a page/e-mail.
Drop us a line at [email protected] and we will be very happy to assist you with this.
