Emails and Branding

• How to brand your platform

  This guide will introduce you to each organisational setting on your platform. The benefit of Immediation is that you can rebrand your platform to make it consistent with your branding. Through a few simple configuration steps you can give your clients the impression that your system is professional and custom for your business . (https://storage.crisp.chat/users/helpdesk/webFew readers

• How to edit email notifications

  This guide will show you how to edit the email notifications on your platform. Your platform can send automatic or manually invoked email notifications for certain activities. These can range from sending automatic reminders that a ranking process is about to expire to emailing panellists their annual invoices. You edit the title, subject, and email body contained within these templates so that they are configured to the way you do business.Few readers

Matters

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Intake Forms

• How to use your Generic Intake Form Template

  This guide will help you understand how to use your generic intake form template. All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with templated 'intake form' and 'evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This docFew readers

• How to configure and edit an Intake Form

  This guide will help you understand how to edit and configure an intake form. Intake Form Configuration Settings As account admin, go to Organisation -IntFew readers

• How to use your Generic Evaluation Form

  This guide will help you understand how to use your generic evaluation form template. All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with ' intake form' and ' evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This documentFew readers