Adding an Event Alert Template
You need the List Admin permission to create event alert templates if you want to standardize the messages in the email messages that are sent out, notifying interested parties of upcoming contract and company events. The List Admin can also define the follow-up, or reminder email messages that are automatically sent if no action is taken for the event.
When users set up event alerts, they have the option of using a template with a predefined message and notification date, or creating a unique event alert. Users also have the option of using a template and altering the message text in the event alert, as well as changing the date on which the alert is sent out.
Conga Contracts recommends tailoring the text in an event alert template to reflect your company's work processes. The message text should specify the nature of the event and what action the recipient(s) should take.