Meeting invite email template

Default template

Default template: MeetingInvite.html
Upload feature category: Meeting Invitation

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

Bookmark Name: ProjectNumber
Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General project information

ProjectNumber
ProjectTitle
ProjectDescription
ProjectAddress1
ProjectAddress2
ProjectCity
ProjectState
ProjectZipCode
ProjectCountry
ProjectPhone
ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

ProjectOwnerBidDate
ProjectOwnerBidTime
ProjectPlanRoomInfo
ProjectStartDate
ProjectFinishDate
ProjectSalesPerson
ProjectSalesPersonMobilePhone
ProjectSalesPersonEmailAddress
ProjectSalesPersonTitle
ProjectBidContact
ProjectBidContactMobilePhone
ProjectBidContactEmailAddress
ProjectBidContactTitle
ProjectManager
ProjectManagerMobilePhone
ProjectManagerEmailAddress
ProjectManagerTitle

Bookmarks - Issues from company/contact (user emailing the meeting invitation)

FromPrefix
FromFirstName
FromMiddleName
FromLastName
FromSuffix
FromContact
FromTitle
FromMobilePhone
FromEmail
FromCompanyCode
FromCompany
FromAddress1
FromAddress2
FromCity
FromState
FromZipCode
FromCountry
FromPhone
FromPhone2
FromFax
FromWebsite
FromGovTaxID

Bookmarks - Issues to company/contact (potential meeting attendees)

ToPrefix
ToFirstName
ToMiddleName
ToLastName
ToSuffix
ToContact
ToTitle
ToMobilePhone
ToEmail
ToCompanyCode
ToCompany
ToAddress1
ToAddress2
ToCity
ToState
ToZipCode
ToCountry
ToPhone
ToPhone2
ToFax
ToWebsite
ToGovTaxID

Bookmarks - General meeting information

MeetingNumber
MeetingType
MeetingDate
MeetingStartTime
MeetingFinishTime
MeetingRefPrimeContract
MeetingSubject
MeetingPurpose
MeetingLocation
MeetingFacilitatorCompany
MeetingFacilitatorContact
MeetingNoteTakerCompany
MeetingNoteTakerContact