System Tools / BALANCEhub Email Settings

KEY TOPICS:


Create a BALANCEhub Email Template

User may be notified when plan results are ready to view. Accordingly, with BALANCEhub's BALANCEaap / Email Settings, the Administrator may determine the Format and Content of this email message.

After these settings are determined, use SHARE > Email Users (linked above) to send the message.

Select (Mail) Format

Email messages can be sent in one of the following formats:

  • HTML
  • (Plain) Text

By selecting HTML, the recipient of the email will receive an embedded link to the BALANCEhub Login page. HTML also supports the use of logos, graphics, or other Web features in the email Content.

If you choose Text, or if the recipient-side system lacks HTML capabilities, a simple message will be sent.

Options for the “From” Field

To help minimize the number of notification emails being caught by spam filters, all emails are sent from: BALANCEaap@berkshireassociates.com. However, you can enter your organization's email, next to the tagline: *Send Email on Behalf of

This "on behalf of" email address will be applied when a recipient clicks: Reply.

Develop Message Content

Important Note: Remove the default HTML tags and links from the Content template, if you chose Text as the Mail Format, above.

A default Content template is provided, containing two tags:

  • [User Name] — Inserts the user's first and last name as they appear in the user’s account
  • [Plan Link] — Inserts a link to the BALANCEhub Login

Edit the Subject Line, and proceed to creating the Body of the email. The text editor provides common word-processing tools to assist in the development and formatting of message Content.

Click [Save] when the Email Settings are satisfactory.