Default Handout Email

Shaman Cloud → Settings → Email

It is possible to customize the message of a default email in which the Handout is sent.

Go to the “Settings” from the homepage of Shaman Cloud, then select “Email”.

On the following page you customize the message in a text-box and adjust the general email settings.

 

Default Handout Email message

Click in the boxes to enter text. Add the subject and the body of the email.

The body of the email must contain a name field, where the client name entered by the account manager can be automatically added. Indicate this by adding “ [name] “ to your greeting.

 

Send User Email Notifications

When online handout is viewed: No

Select “Yes”, if you want the account manager to receive an email when the handout is view by the client or prospect.

When presentation is updated: No

Select “Yes”, if you want the account manager to receive an email if the presentation is updated.

When revoked from a presentation: No

Select “Yes”, if you want the account manager to receive an email when the presentation is revoked.

When subscribed to a presentation: No

Select “Yes” if you want to account manager to receive an email when a user is subscribed to a presentation.

Click “Save” at the upper right corner of the screen to finalise the changes!

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