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Define Email Templates

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Parts of the Workspace

1) Indicates what page you’re on, within your project.

2) Indicates which project you’re currently working on.

3) Shows you’re in the first tab of the project phases navigation bar – Setup.

4) Shows you’re in the ‘Define email templates’ tab of the Setup phase.

5) Add the sender name you want to appear when map members receive an email from your project.

6) Add the email address you want to appear when map members receive an email from your project.

7) Add a deadline if you would like to include a date for map members to add responses by. Must use {survey_deadline} in your template for the date to appear.

8) The Invitation Email Template.

9) The Invitation Email Customizable Subject Line.

10) The Invitation Email Customizable Body.

11) The New Faces Email Template.

12) The New Faces Email Customizable Subject Line.

13) The New Faces Email Customizable Body.

14) The Reminder Email Template.

15) The Reminder Email Customizable Subject Line.

16) The Reminder Email Customizable Body.

17) Cancel button. Changes will not be saved!

18) Save button. Be sure to save changes frequently!

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Define Email Templates

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CONTENTS

Fine Tuning Your Member Options

Moving Data Between Projects and into Other Platforms

Managing Project and Member Privacy

sumApp

Kumu

Understanding Options Regarding Connections and What Shows on the Member Connections Page

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

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