Email template placeholders

The email template option in BoardEffect allows you to add or edit a custom email message. However, you cannot modify the placeholders in the templates. Placeholders are unique to each email template, and you cannot delete or copy and paste them in a different template. This topic describes each type of placeholder, including the template name in which it is saved.

On the main navigation menu, select Site Settings.
Select Email Templates from the list of options.
Select the relevant tab to access the available email templates in that category.
To open the email template details page, select the relevant template name.
You can view the placeholders in the Email Body field of each email template.

Caution

Do not delete placeholders like %{book_title}. Should you delete placeholders, issues might occur with the dynamic content in the Email Body field when you send the email. To refresh, select Restore to default.

Email template placeholders in BoardEffect:

Tab	Template name	Placeholder and description
Books and Resources	Message Contributors	%{book_title} = Title of the Meeting Book
	Contributor Notification Email	%{user} = Contributor’s name
		%{category_title} = Main category of the Meeting Book
		%{book_title} = Title of the Meeting Book
	Notify Users	%{book_title} = Title of the Meeting Book
	Resource File Notification	%{file_link} = Link to the file
Collaborate	Request Responses (Surveys, Polls, Schedulers)	%{type} = Collaborate Feature: survey or poll
		%{title} = Title of the survey or poll
		%{due_date} = Due date of the survey or poll
		%{survey_body} = Description of the survey
		%{link} = Direct link to survey or poll
	Reminder Email (Surveys)	%{survey_title} = Title of the survey
		%{survey_body} = Description of the survey
		%{due_date} = Due date of the survey
	Respondent Update	%{user} = Respondent’s name
		%{type} = Collaborate Feature: survey or poll
		%{title} = Title of the survey or poll
	Message Respondents (Scheduler)	%{sender_name}= Name of the sender/Administrator
		%{message}= Message provided: Please click the link below and indicate which meeting option works best for you. Thank you.
		%{link} = Direct link to the scheduler
	Changed	%{task_title} = Title of task
		%{changes} = Changes made to task settings
	Deleted	%{task_title} = Title of task
	Completed	%{task_title} = Title of task
		%{user} = Task assignee’s name
		%{completed_on} = Task completion date
	Reminder	%{task_title} = Title of task
		%{task_description} = Description of the task
		%{task_due_date} = Due date of the task
	Discussions Notifications	%{discussion_title} =
Authorization and Passwords	Authorization Pending	%{name} = Mobile Device user’s name
		%{preferred_email}= Mobile Device user’s preferred email address
	Password Reset	%{client_title} = Platform title
		%{link} = Direct link to password reset screen
	User Locked Out (Web)	%{name}= Locked out User’s name
	User Locked Out (Mobile)	%{name}= Locked out User’s name
	User Logged In	%{name}= Account Owner’s name
		%{ip} = IP Address from which login was made
		%{location}= Login location
RSVPs	Request Responses	%{event_title} = Title of the Event
		%{event_description}= Description of the Event
		%{platform_link} = Organization's BoardEffect Portal Domain
Workflows	Message Approvers	%{book_title} = Title of the Meeting Book
	Workflow Reminder	%{file_title} = Title of the File
		%{workflow_due_date} = Due date of the Workflow
	Force Approval	%{file_title} = Title of the File
	Workflow Complete	%{file_title} = Title of the File