I want to send templated welcome email to the customer

Following steps are only valid for customers that are using Briefing Source.

  • Login to BriefingSource 
  • Find specific briefing 
  • Go to Evaluation tab 
  • Select the internal or external attendees (separately as it’s a separate template) and click SEND EMAIL 
  • Choose EXTERNAL EMAIL template group, choose the right template email, edit any text as needed and click SEND