One of the ways you can share a Postwire is to generate an invitation from the Postwire web application. From Settings, each Postwire user can configure their default personal email settings.
To learn more about the settings and the functionalities that you can configure here, read through the following sections.
Personal email settings do not change the invitation email format and the behavior for users who set their default privacy level to HIPAA Compliant.
Users can set defaults for:
- Copy me on the invitation email: Yes (default) or No
- Invitation Email Format: Plain Text (default) or Graphical (You can see examples in the Sample Email Format section of this article).
- Invitation Email Hyperlink Text:
Click Here to View
Click Here to Viewis the default text if this field in your Personal Email Settings is left blank on a graphical email format. On a Plain Text invitation, the default text is
Click Here to View Your Postwire
We highly recommend that you customize this. Suggestions include:
Resources for You
Your Evaluation Site
Your Account Information
Whatever words you choose to use, make them seem personal and relevant to your primary Postwire use case. Note that this setting takes effect for every Postwire you send using the built-in sharing mechanism. It cannot be edited for each Postwire (without changing the setting beforehand).
- Invitation Email Message: If left blank, the default message is:
Please look at the Postwire I created for you:
"[inserts Postwire title]”
[inserts Postwire username]
- Invitation Email Signature: No default value.
Using a simple HTML tag, you can add hyperlinks in your email signature. Here's an example that you can follow:
<a href="https://www.timetrade.com/book/839KS ">Schedule a meeting</a>
Sample Use Cases
You may want to establish default personal email settings for your primary use case. For example, if you are a sales rep who primarily uses Postwire to share resources during a buyer evaluation or software trial period, then you might establish your default settings as follows:
Editing the Subject Line
Users can edit the subject line for each email invitation created; the default subject line text is:
[inserts username] has shared a Postwire with you!
John Doe has shared a Postwire with you!
However, you need to edit the subject line to be whatever you want it to be for each email invitation created.
NOTE: The subject line cannot be changed for users who set their default privacy level to HIPAA Compliant.
Generating Invitation Emails
To generate an invitation email that relies on these default settings:
- Click Share This Page With Others.
- Edit the subject.
Tip: Include your salutation in the signature field to move it below the hyperlink to the Postwire in your email composition. See how we include the "- NAME" and a carriage return, followed by the email signature. Doing this will move the hyperlink up higher in the email composition as you can see in the sample plain text invitation email format below. The name appears after the hyperlink in the signature section of the email.
Sample Email Formats
Plain Text Invitation Email Format
Graphical Invitation Email Format