Page Management

SendSites Pages Defined

SendSites Pages are a web-based solution for RFP responses. By using the many features in SendSites, your organization is able to craft dynamic digital Proposals.

Each page is branded with your organization’s styling, while at the same time providing a personalized presentation. Once completed and sent to a recipient, all pages are viewable via a unique URL.

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Creating Pages

It is recommended that you start with a Template or a saved Draft to create a new page.

Once a Template or Draft is chosen, you most likely will be modifying existing Sections to suit your needs. The preview image-1.jpeg button, found at the top right of your edit screen, allows you to see how the page will appear to visitors. Use this to view your changes as you progress through the editing process.

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Continue reading this article to learn how to generate a page using Sections.

Create Page from a Template

A template allows you to create pages in a consistent manner. Each template contains pre-configured branded Sections, helping you to easily craft dynamic and customized content.

  1. Click the ‘+ New’ image-3.jpeg button within your Dashboard. At this point, you will be viewing the Templates page of your organization’s SendSites Library.
  2. Choose the Template that you would like to use as a starting point for your page.
Click Here for a Demonstration
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Click this sentence to learn about Templates in the Library.

Create Page from a Saved Draft

Content saved and shared by other users at your organization may appear in the Drafts portion of your Library. Additionally, Drafts will include any of your own saved work-in-progress.

  1. Click the ‘Drafts’ image-5.jpeg button within your Dashboard. At this point you will be viewing the Drafts page of your organization’s SendSites Library.
  2. Choose the Draft that you would like to use as a starting point for your page.
Click Here for a Demonstration
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Click this sentence to learn about Drafts in the Library.

Using Sections in Pages

Sections, also known as modules, serve as the main structure of a page. Each displays as a block of informational content for the viewers of your page. There are various types of Sections, each serving up catered information in a format customized by you and/or your organization.

Adding Sections

To update your page with a new module, use the ‘Add a Section’ menu. Then select the appropriate type. Once clicked, the desired Section appears added to the top of your page.

Click Here for a Demonstration
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TIP

A Section’s content is saved as you work through the page. However, the whole page will not save until you do a manual save. For more information, see the ‘Saving pages’ topic of this article.

Moving Sections

To adjust the placement of a Section, hover your cursor on the lower right corner. Then use the crosshatch image-8.jpeg icon to drag and drop the Section.

Click Here for a Demonstration
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Saving Sections

The upload image-10.jpeg icon, found in the upper right corner of a Section, provides the ability to store the Section for future use, for yourself or others. Once clicked, a new window appears. Provide information based on the guidelines below. Be sure to click “Save” once you’re done.

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  1. Provide the folder name where you would like to store the Section. This folder structure is unique to your organization and is controlled by an Admin. Each folder is based on the Sections menu of your organization’s SendSites library.

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    In the example above, the Section will be saved in the folder “Proposal Tools” in the Sections menu of the Library. The Section’s name appears as “Welcome” within the folder.

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  2. Check the “Share” box, if you would like other team members to have access to the saved Section.

Saved Sections are available in the “Browse Company” or the “Browse My Saved” options of the ‘Add Section’ feature. For more information, see the ‘Browse My Saved and Browse Company’ topic of this article.

Click this sentence to learn about Saved Sections in the Library.

Deleting Sections

When a Section needs to be removed from your page, click into the body of the module. Once in Edit mode, use the delete image-14.jpeg icon. After a Section is deleted, it can not be recovered.

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Section Types Defined

The following information provides guidance on the functionality of each Section type within SendSites pages.

All Section types that accept text will also offer the ability to pull in Room Block information from your Simpleview CRM. For more information about the Simpleview Room Block integration, click here.

Text Only

A Text Only Section may be used for writing simple text, creating bulleted lists and tables, along with personalized text.

Once the ‘Text Only’ Section is added to your page, click into the module’s box. This will set the Section to Edit mode. Use the guidance below for making changes to the Section.

Click Here for a Demonstration
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Using the Text Editor

Updates to text within all Sections is done by using the text editor. To modify the text of a Section, click into the body of the module. Once in Edit mode, use the text formatting tool and/or the WYSIWYG toolbar.

Select/highlight desired text to update formatting. Once selected, a formatting toolbar displays, offering standard formatting options.

Click Here for a Demonstration
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  • Bold
  • Italicized
  • Underline
  • Strikethrough
  • Hyperlink
  • Set Personalization
  • Select all
  • Clear formatting

The WYSIWYG toolbar appears at the top of the module and provides several basic options.

Click Here for a Demonstration
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  • Bullets: Insert a bulleted list of items. Use your keyboard’s Tab key to indent the next listed level.
  • Numbering: Insert a numerical list of items. Use your keyboard’s Tab key to indent the next listed level.
  • Table: Insert a table at the point of your cursor within the Section. Use the popup to choose how many rows and columns to create in the table.

    Click Here for a Demonstration
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  • Hyperlink: Turn text into a clickable link, directed to a document or website.
  • Website Links
      • Create link from existing text in Section:
          • Select and highlight the desired text in your Section. In the next window, populate the URL field with the appropriate website. Notice that the “text” field displays your selected text. Once you’re finished, click ‘Insert’.
      • Create link, while creating new text in Section:
          • Provide the website address in the URL field. Within the ‘text’ field, add the characters that you would like to be clickable.
  • Other Link Types
      • Use the magnifying glass image-18.jpeg to select a commonly used URL.
      • If you would like to link out to a document saved in your organization’s library, click the folder image-19.jpeg icon. Navigate to and select the desired document. Alternately, you may add a document to your Library using drag & drop or with the ‘+ Add New’ image-20.jpeg button.
  • Personalization: The ‘Insert Personalization’ menu provides a way for you to populate your page with dynamic information. For example, you may want to personalize your page with a recipient's first name and their company name. To avoid having to type this information directly into the page each time, you can select these fields from the personalization tool. You also have the option to select information specific to your organization.
      • Recipient: Options labeled with ‘Recipient’ display information specific to the person receiving the page.
      • Agent: Choosing an option labeled with ‘Agent’ displays information specific to the SendSites user that created/sent the page.
      • Referrer: Referrer information is specific to when a page is forwarded to another person. The referrer would be the recipient of the original page.
      • Company: Any item labeled with ‘Company’ allows you to display information specific to your organization within the page.
  • Horizontal line: Selecting this option creates a gray line within your Section. The line will appear at the point of your cursor within the Section
  • Read More: This tool is helpful if your Section contains a large block of text. Once selected, a contextual button appears in the lower left corner of the Section.

Creating Tables

A table is added to a page Section in two different ways — using the WYSIWYG as outlined above or by doing a copy/paste from an Excel document, described below. In both instances, the formatting of a table is similar.

Once the desired table size is inserted into the Section, clicking into a field engages the Table Editor Tool. Each icon’s functionality is outlined below.

Click Here for a Demonstration
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Table Header

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  • Add table header: Use this to create a new “Header” row.
  • Remove table header: Use this to delete an existing “Header” row.
  • Make table header from row: Use this to convert the currently selected row into a “Header” row.

Row

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  • Populate row: Using this option helps to create a sequence of dates within the currently selected row. Indicate the starting date and then choose the increasing interval for the following dates.

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  • Insert row above: Use this to add a row above the currently selected row.
  • Insert row below: Use this to add a row below the currently selected row.
  • Delete row: Use this to remove the currently selected row.

Column

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  • Populate column: Using this option helps to create a sequence of dates within the currently selected column. Indicate the starting date and then choose the increasing interval for the following dates.

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  • Insert column above: Use this to add a column above the currently selected column.
  • Insert column below: Use this to add a column below the currently selected column.
  • Delete column: Use this to remove the currently selected column.

Vertical Align

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  • Top: Used to align text to the top portion of the cell.
  • Middle: Used to align text to the center portion of the cell.
  • Bottom: Used to align text to the bottom portion of the cell.

Horizontal Align

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  • Left: Used to align text to the left portion of the cell.
  • Center: Used to align text to the center portion of the cell.
  • Right: Used to align text to the right portion of the cell.
  • Justified: Used to spread all text evenly into the cell.

Cell

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  • Merge cells: Used to combine two or more selected cells into one.
  • Vertical Split: Used separate merged cells within a column.
  • Horizontal Split: Used separate merged cells within a row.

Table Style

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  • No Borders: Used to remove any existing borders applied to the table.
  • Table Border: Adds a border around the selected table.
  • Header Border: Applies a border to just the Header row.
  • Row Borders: Applies borders to all rows within the selected table.
  • Column Borders: Applies borders to all columns within the selected table.
  • Alternate Rows: Applies borders to every other row, starting at the selected row.
  • Half Width: Sets the size of the table to fit half of the Section.

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Duplicate Table

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The ‘Duplicate Table’ feature allows you to create an exact copy of the selected table. The new table will include all formatting and cell values.

Remove Table

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To delete the selected table from your Section, use the ‘Remove Table’ button. This action can not be undone.

Copy/Paste a Table From Excel

The SendSites platform allows you to copy/paste rows and columns of data from an Excel spreadsheet. Use the steps below to add a table into your page from a spreadsheet.

  1. Select/highlight the desired columns and rows within your Excel spreadsheet.
  2. Use right-click, Ctrl+C or image-34.jpeg+C to copy the data.
  3. Click within a Section's text block where you want the table to go.
  4. Use Ctrl+V or image-34.jpeg+V to paste the data (right click will not work to paste)

    Click Here for a Demonstration
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Document List

This Section type allows you to include documents as attachments in your page.

  1. Once the Section is added to your page, use the “Add Another Document” icon to start.

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  2. On the next screen, use drag & drop, “Add New” image-37.jpeg or search for the desired documents.
  3. Once the needed document appears, hover and click on the document for attachment to the page.

    Click Here for a Demonstration
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  4. To alter the text in the Section, click into the box and use the WYSIWYG toolbar.

    Click Here for a Demonstration
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Any documents added to the page may be removed by using the delete image-14.jpeg button.

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Image Gallery

An Image Gallery Section provides the ability to create a display of one or more pictures within your page.

  1. Click into a block to add, change or remove an image.
  2. On the next screen, use drag & drop, “Add New” image-42.jpeg or search for the desired images.
  3. Once the needed image(s) appear(s), hover and select the image(s) for attachment to the page.
  4. To alter the text in the Section, click into the box and use the WYSIWYG toolbar

    Click Here for a Demonstration
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Any images added to the Section may be removed by using the delete image-40.jpeg button.

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Location Map

A Location Map allows you to display the location of a business or attraction through a Google map within your page.

  1. To configure the map, click into the module.
  2. Use the gear image-45.jpeg icon to set the address for the map.
  3. To update the text in the Section, access Edit mode by clicking into the box

    Click Here for a Demonstration
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  4. Any formatting changes are made using the WYSIWYG toolbar

    Click Here for a Demonstration
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Placeholder

This Section type has a unique function in that it does not immediately display selected collateral. Rather the purpose of this Section is allowing you to designate the future placement of specific content. For example, you may want to create a Section that is solely for the use of an event-focused video. This example demonstrates limiting the location where content is accessed.

Another example could be the use of an accommodation profile in a Section. In this instance, the profile is a pre-formatted block of text with approved images stored as a Saved Section. Using a Placeholder allows you to provide guidance on use of the Section within the page Template.

  1. Once the Section is added to the page, click into the module to engage the Edit mode.
  2. Next click the ‘Configure’ icon and adjust the settings as described below.

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      • Type: Identify the type of collateral to display in the position of the Placeholder.
          • Section — Allows the build of collateral using a saved Section from your organization’s SendSites Library.
          • Document — Allows the build of collateral using content stored within your organization’s Documents Library.
          • Video — Allows the build of collateral using content stored within your organization’s Video Library.
      • Title: Text provided here displays as the Section’s label.
      • Description: Helpful text for use of the Section.
      • Restrict selection to Folder: Identify what folder in the Library where the content exists.
      • Restrict selection to Tag(s): For use of limiting what content is available to use based on assigned tag(s). Separate two or more tags with a comma and space.

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Single Image and Text with Photo Sections

There are four ways to create the display of pictures within your page — Single Image and various Text with Photo Sections. Each of these, while unique in the positioning of the selected images, all have the same functionality in relation to the configuration of the images.

Each of the four options is defined below.

Single Image: When this Section type is selected, an image, or multiple images, displays in the module without text. However, a title or label may be provided below the image.

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Text with Large Photo Top: Provides the ability to create the display of pictures above text within your page.

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Text with Photo Right: Uploaded images display to the right of the text within the Section.

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Text with Photo Left: Uploaded images display to the left of the text within the Section.

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Managing the Display Format of the Images

By default, a single image is displayed within a Section after upload. However, there are additional features for determining how images are displayed. Each is described below.

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To configure an alternate display of an image, click on the image within the Section and then the wrench icon.

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Single Image (Default)

This default setting displays one image in the designated position of the Section type.

  1. To add an image into a Section click into the body of the module.
  2. Once set to Edit mode use the ‘Change’ button to start the upload/add process.
  3. On the next screen, use drag & drop, “Add New” image-42.jpeg or search for the desired image.
  4. Once the needed image appears, hover and select the image for attachment to the page.

Zoom View

This option provides an interactive experience for the recipient(s) of the page. When an image is added to the Section and ‘Zoom View’ is set, upon viewing the page, recipients may click the image to view it in a pop up.

Note

Previewing this setting is not available. Images set with ‘Zoom View’ are only clickable on a finished/sent page.

Click Here for a Demonstration
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  1. Click into the Section to engage Edit Mode. Then select the wrench.
  2. From here check the ‘Zoom View’ option.

Slide Show

This option displays a series of selected images in the designated position of the Section type.

  1. Click into the Section to set it to Edit Mode. Then select the wrench.
  2. From here check the ‘Slide Show’ option.
  3. After selecting ‘Slide Show’ use the ‘Change’ button to select/upload images

    Click Here for a Demonstration
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  4. On the next screen, use drag & drop, “Add New” image-42.jpeg or search for the desired image.
  5. Once the needed image appears, hover and select the image for attachment to the page.
  6. After the screen updates with the selected image, click the plus icon to add it to the series of images. Repeat this step until all desired images are added to the Section.

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Link

This option provides an interactive experience for the recipient(s) of the page. When an image is added to the Section and a ‘Link’ is set, upon viewing the page, recipients are able to click the image to navigate to a designated web page.

Note

Previewing this setting is not available. Images set with a ‘Link’ are only clickable on a finished/sent page.

  1. Click into the Section to set it to Edit Mode. Then select the wrench.
  2. From here check the ‘Link’ option.
  3. Next, click into the link box and provide the desired website URL.

    Click Here for a Demonstration
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Resizing Images in Section

By default, as images are added to a Section, the original dimensions are maintained. However, to ensure that all images are rendered with consistent measurements, a resize tool is available. Use the various options to apply the desired aspect ratio on all images. ‘Natural’ indicates that the image will maintain the original uploaded state.

Note

This step must be completed on each image individually.

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Removing Images in Photo Section

For deletion of an image from the Section, use the trash icon. This appears after clicking into the Section, creating the needed Edit mode.

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For removal of any images not currently displayed in the Edit window, use the advancing buttons.

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Video

This Section type allows you to include Videos within your page. A Third Party embedded can be used. Alternatively, a video from your organization’s Video Library can be displayed.

  1. Click into the Section to set it to Edit Mode. Then click the main body of the module.
    • On the next screen, select the desired video from the Video Library from the displayed folders, by using the search.
    • To embed a video click the “Add New” image-63.jpeg button and provide the appropriate URL and click Save.
  2. On the next screen, hover and select the video for attachment to the page.

Browse My Saved and Browse Company

The ‘Browse My Saved’ allows a user to pull Sections saved by the user currently logged into SendSites. Any content Saved using the upload image-10.jpeg icon appears in this window. The ‘Browse Company’ option allows a user to select content shared with your entire organization.

These Section types are ideal for pulling in predesigned Sections. This allows for a quicker build of a page.

After the Section Type is selected, use the next window to navigate to the desired content. Alternatively, use the Search function to find the content.

Click Here for a Demonstration
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For more information about the “My Saved” content, see the ‘Saving Sections’ topic in this article.

Saving Pages

As you work on a page, the SendSites platform does a temporary save of changes made to the page. It is recommended that you save your changes as you work through the creation of a page.

Previewing Pages

Before saving a page, you may want to review any applied formatting. This is available from the “eye” icon in the upper right corner of the page. Clicking this icon displays the SendSites page as it would appear to all recipients.

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Additionally, your organization may have multiple themes stored in the SendSites platform. You may apply any alternate themes by choosing the appropriate option from the “theme” menu.

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Saving Pages as a Draft

Changes made to a page can be saved for use later by using the ‘Save Draft’ image-67.jpeg button.

Click Here for a Demonstration
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Use the next pop up window to identify the name of the page. This title displays in your Drafts page within your Library.

Click this sentence to learn about Drafts in the Library.

When saving, use the “Overwrite my existing drafts with this name” option to replace previous Draft versions of the page.

Saving Pages as a Template

Your SendSites user account may have the ability to create a page Template. If this is the case, you will see an “upload” button next to the ‘Save Draft’ button.

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This feature saves your current work as a predesigned page to be shared with other SendSites users. This may be helpful for providing pre-formatted text, Sections, or other features for use by your team(s).

Click Here for a Demonstration
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Use the next pop up window to identify the name of the page Template. This title displays in the Template folder within your organization’s SendSites Library.

To update an existing Template, use the “Overwrite template of the same name” option. Simply type the name of the Template you wish to apply changes.

Click this sentence to learn about Templates in the Library.

Sending Pages

The final step in creating a page is to send it to a person for use/review. Use the ‘Next’ image-71.jpeg button to continue through your page process.

The next screen provides the ability to create and send communication through the SendSites platform. It is recommended that your organization use a separate email marketing platform. This allows for better email reputation management.

Send Page URL Using Email Marketing Platform

To access this feature, click the “Just create the link I’ll send the email myself” option at the top of the screen.

Click Here for a Demonstration
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  1. Page Name: This value must be unique. While the naming convention is at your discretion, Simpleview recommends using the Lead ID along with the Meeting Planner’s name.
  2. Recipient Information: It is recommended that the Lead ID be placed in the First Name field and the Meeting Name in the Last Name. This enables searching within the Dashboard by Lead ID or Meeting Name.
  3. Company/Organization: If your SendSites page includes the “Recipient Company” personalization, this value is required. Place the appropriate name in this field.
  4. Email Address: Provide your email address.
  5. From: Using this dropdown, indicate yourself, or others as the sender of the page. When sending as another person, the SendSites page will appear within that person’s Dashboard.
  6. Checking this box allows you to receive emails when the page is accessed by visitors. This setting affects the ‘Visit Notification’ column on your Dashboard. Click this sentence to learn about features in your SendSites Dashboard.
  7. Clicking on the image provides a view of the page as the recipients will see it.
  8. Once all fields are filled in, click the “Generate URL.” The next screen shows the newly created URL.

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  9. Use this to keep all settings and store the newly created URL.
  10. Use the ‘Copy Link’ to place the URL into your computer’s clipboard.

You are now finished within the SendSites platform. At this point you may share the URL within any communication, using your desired email platform.

Send Page Communication Using SendSites

Provide email information based on the guidance below.

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  1. Page Name: This value must be unique. While the naming convention is at your discretion, Simpleview recommends using the Lead ID along with the Meeting Planner’s name.
  2. Recipient Information: It is recommended that the Lead ID be placed in the First Name field and the Meeting Name in the Last Name. This enables searching within the Dashboard by Lead ID or Meeting Name.

    Note

    When this suggested practice is used, the Personalization fields will reflect the values provided here. For more information, see the 'Using the Text Editor' topic reviewed above.

  3. Add Another Recipient: To include multiple viewers of the page, use this button.
  4. Remove: The trashcan button deletes the recipient from the list when sending the page.
  5. From: Using this dropdown, indicate yourself, or others as the sender of the page. When sending as another person, the SendSites page will appear within that person’s Dashboard.
  6. Re: When filled out, the text shows as the ‘Subject’ on the email to the recipient(s) of the page.
  7. Body: This will be the text of the email. Notice the text placed within brackets — [firstName], [Private Link inserted here - do not delete].

    The first bracketed text is code that indicates what information to dynamically display in the email based on the recipient(s).

    The second block is used to auto-populate the unique URL for the page. While the [firstName] block can be changed, the [Private Link...] should remain. This is important to maintain, as it will be the link the recipients click to access your page.
  8. Bcc: To send the page as a blind carbon copy to another address, provide the email here.
  9. To receive a copy of the page yourself, check this box.
  10. Checking this box allows you to receive emails when the page is accessed by visitors. This setting affects the ‘Visit Notification’ column on your Dashboard. Click this sentence to learn about features in your SendSites Dashboard.
  11. Clicking on the image provides a view of the page as the recipients will see it.
  12. If you would like to have another SendSites user review your page, use the ‘Send Draft’ Button. Once clicked select the coworker you wish to receive the draft email.

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  13. If you are satisfied with the email and page, use the ‘Send’ button as your final step.
  14. This feature allows you to generate a unique URL for use in communications outside of SendSites. This process is outlined in the “Send Page URL Using Email Marketing Platform” topic above.

After a SendSites Page email is sent, all metrics and details for the page appear in your Dashboard.

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Click this sentence to learn about features in your SendSites Dashboard.


Quick Links to Knowledgebase Articles Referenced in This Document