Custom Text is a feature that allows an Account Administrator to add personalized text to email notifications in pre-set ways. Custom text does NOT apply to SMS notifications.

• Add/Edit a Custom Text
• Remove a Custom Text
• Current list of Custom Text options
  • Include Participant Name
  • Insert Text at the Bottom of Cancellation Notifications
  • Insert Text Below Join Session Button

Add/Edit a Custom Text

1. As an Account Administrator, click on the "Features" tab and select "Custom Text". 

2. Available Custom Text options will be displayed along with a description of its function. Click the "Edit" button to add/edit text to an extension. 

Remove a Custom Text

1. As an Account Administrator, click on the "Features" tab and select "Custom Text". 

2. Available Custom Text options will be displayed along with a description of its function, and the current text used for that extension (if used). Click the "Clear" button to remove an extension from use. This will immediately delete the customized extension. (You will only see a button to "Clear" the extension if it is in use)

Current list of Custom Text options

Include Participant Name

Participant names by default are not included in email notifications, but if this Custom Text feature is used the participant's name (as displayed on your dashboard) will be shown in invites, reminders, reschedules, and cancellation emails.

To use it, type any greeting such as “Hi” in the “Extension Text” section and click Save. System emails will now begin with “Hi [Participant Name],” 

Here is an example email of how the custom text will appear if your participant's name was "Clark Kent":

Insert Text at the Bottom of Cancellation Notifications

Additional text will be added to the bottom of cancellation emails. 

For example, you may like to guide participants on how to reschedule a session or reiterate a cancellation policy. 

Here is how the cancellation email would look using the above example:

Insert Text Below Join Session Button

Additional text will be added in bold directly beneath the Join Session button on invitation and reminder emails. This is commonly done if you have removed the RSVP option (for more information, please see Schedule a session: as the host - Enable/Disable Meeting RSVPs .)

For this example, a sample cancellation policy was used. Enter it into the textbox, and then click "Save". (NOTE: This field will be plain text, so there will not be any formatting or line breaks.)

Here is how the above example Custom Text appears in email invites and reminders:

This article was last reviewed by our Support team on December 09, 2024.