Custom Text: how does Custom Text work?

Support Center > About SecureVideo Features

Published 10/08/2021 at 6:27pm UTC

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Details

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.

 

Answer

 

Add/Edit a Custom Text

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

Arrow pointing at Features tab and then 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. 

Arrow pointing at the Edit button

 

 

Remove a Custom Text

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

Arrow pointing at Features tab and then 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 applicable). 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)

Arrow pointing at the Clear button

 

 

 

Current list of Custom Text options

Include Participant Name

Use this Custom Text to include your meeting Participant’s name in the following emails: Session Invitations, Reminders, Reschedules and Cancellations. Type something into the “Extension Text” section, such as a salutation, which will be displayed immediately before your meeting Participant’s name. For example, typing “Dear” into the “Extension Text” box will show as “Dear [PARTICIPANT NAME],”

 

This extension does not apply to SMS notifications.

 

1. Refer to the section

 

2. For this example, "Dear" was used. Type "Dear" into the text box and then click "Save". 

Arrow pointing at the word "Dear" and then an arrow pointing at the "Save" button

 

 

3. Participant names normally are not included in email invitations, but now the name (as displayed on your dashboard) will be used in the invite, reminder, reschduling, and cancellation notifications. For example, if your participant's name was "Clark Kent", it would look like this: 

Arrow pointing at the text "Dear Clark Kent"

 

 

Insert Text at the Bottom of Cancellation Notifications

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

This extension does not apply to SMS notifications.

 

1. Refer to the section

 

2. Enter desired text into the text box and then click "Save". 

 

 

 

3. The new text would appear at the bottom of the cancellation email, like the below example:

 

 

Insert Text Below Join Session Button

Additional text will be added 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 .)

 

This option does not apply to SMS notifications, and will not add custom text there.

 

1. Refer to the section

 

2. For this example, a sample cancellation policy was used. Enter it into the textbox, and then click "Save". 

  • This field will be plain text, so there will not be any formatting or line breaks.
  • The example text is: If cancellation is necessary, we require that you call 555-555-5555 at least 24 hours in advance. Appointments are in high demand, and your advanced notice will allow another patient access to that appointment time.

Arrow pointing at the text in the textbox and then an arrow pointing at the "Save" button

 

 

3. The text entered into this extension appears in boldface below the "Join Session" button in e-mail invites and reminders, like this:

Arrow pointing at the cancellation policy paragraph 

 

 

This article was last reviewed by our Support team on August 28, 2024.