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Feature Request - Personal Invite Email Templates

Idea created by jsaylor

on Jun 26, 2015

Comment • 24

Researching

Score159

+152 more

I request that the Clients (ClearSea, Video and Cloud, if all available) be able to save and choose from email templates when inviting people to meetings, or to call them. This would allow our customers to personalize their email templates to their own corporations and regions. Currently, if our customers want to personalize their invite emails, they have to do so manually every time they send one out. The change could be something like a drop-down arrow for email, that allows you to "Use a Generic Template", "Create a New Template", or "Choose a Template". This change would make the invite process much more simple and clean for our customers. You could even go as far as allowing the generic email template to be altered by an admin, so that it better fits the customer's environment.

24 Comments

mmwaseem Sep 2, 2015 11:07 AM
It would be a nice feature to add. I don't have much to say, sending more invites with ease will be loved by end-user.

I manually copy paste instruction (client download instruction or some tips ect.) every time invitation is sent from my mail client, you have to remember the invitees on many instances are first timer on video call or LifeSize Cloud.

I strongly believe this feature request should get more priority than scaling on the votes basis. It will surely be a feature help increase demand for video conferencing.
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- fbazan @ mmwaseem on Sep 4, 2015 6:46 AM
  A customer recently pointed to me their desire to even change the language of the join/call/VMR template as by now the language displayed on the email is linked to the default language of the cloud client. The possibility to select templates could be a great improvement for their day by day ops.
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frichard Sep 14, 2015 10:12 AM
This is important for enterprise customers. if you have more than 50 persons, it is easier to advise to send email that reflects the company policy with the right font, the right language and the correct logo.
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phatton Oct 15, 2015 5:43 AM
It's one of those things which makes the whole call look far more professional, IMHO
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sdemets Jan 13, 2016 4:11 AM
I would even go further than this. When you click the link in the email invitation, you go to the Cloud web interface. Why not be able to customise this one too? It could be linked to your company through the administrator interface...

Just my €.05,

Steven
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mhelmbrecht Feb 11, 2016 10:19 AM
Much of the function you highlight is hard coded into our software clients today. We plan to invest in modifying this in Cloud to enable customer control over the content of their invitations. This will likely come in phases first with some administrative control, and then with some individual user level control.
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- hikarukobayashi @ mhelmbrecht on Apr 21, 2017 3:03 AM
  Michael-san,
  
  "Enable customer control over the content of their invitations."
  This is very important for our customers.
  Could you please update this information?
  
  Invitation mail for default template in Japanese has problem of shortage message.
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agrimaldi Nov 4, 2016 6:45 AM
Hi Team,
do we have any timeline update on that?

Thanks in advance.
A
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pete.shora Apr 25, 2017 3:50 AM
Any news on this?
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jduncan Apr 25, 2017 8:25 AM
Pete, we are working on the capability to add a custom email message to your cloud clients - at the account level. This work is in development and we hope to have a release out in the summer timeframe.

Thanks,
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- richard.poweska@greenfield.com @ jduncan on Jun 8, 2017 8:32 AM
  One of the features I'm really looking for is the ability for users to be able to send meeting invites not only with the Lifesize WebApp link (eg. https://call.lifesize.com/extension/######)
  but to also have the option to call using the Lifesize Cloud Desktop App eg. (lifesize://#######@lifesizecloud.com;guest=), or even modify the text to say something along the lines of:
  Connecting using the Lifesize Cloud desktop app?
  Just open the Lifesize application, click on meetings and Select the following meeting.
  
  I find that many internal users within our company are joining the meetings just by using the WebApp, but when performance isn't as good as the desktop app, primarily because they probably have a bunch of other tabs open in their browser.
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  - jduncan @ richard.poweska@greenfield.com on Jul 6, 2017 8:07 AM
    Rich,
    FYI, with our new clients (currently in beta), we have added the link to join using the desktop app as a default to the email and calendar invites.
    
    Thanks,
    
    Josh
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    - richard.poweska@greenfield.com @ jduncan on Jul 6, 2017 9:01 AM
      Hi Josh, is it possible to have access to the Desktop App beta? Also, will the software updates still require Admin access to update? Or have that been addressed as well?
      
      Rich Poweska
      Manager, IT Service Delivery
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      - jduncan @ richard.poweska@greenfield.com on Jul 6, 2017 9:24 AM
        Rich, you bet. Will have info to you shortly. The new desktop app will require admin access to deploy but will not need it for updates.
        
        Thanks,
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ashleeball Jul 26, 2017 8:53 PM
Personalisation Personalisation Personalisation. Always a good plan.
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richard.poweska@greenfield.com Apr 26, 2018 8:57 AM
I see this is in development, do we have a target timeframe for completion?
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rick May 25, 2018 5:18 PM
A customer called into support asking for a custom templates for invitations. They do business with non-Lifesize users as well as Lifesize Cloud users so they have to manually change the invite every time they send out an invitation so they have a standard response regardless if the invitee is a Cloud user or not.

This is the template they send as a standard response:

You’re invited to call "Cloud User's" test bridge on Lifesize.

- Connect over video using a laptop/desktop/tablet/mobile device:
https://call.lifesizecloud.com/extension/"CloudExtension"

- Connecting from a Lifesize conference room system? Just dial "CloudExtension" with the keypad.

- Connecting from a conference room system that is not Lifesize, dial:
"CloudExtension"@lifesizecloud.com<mailto:"CloudExtension" @lifesizecloud.com> or 50.97.60.16##"CloudExtension"

- Call in by phone for voice only:
US: +1-844-572-5683 extension "CloudExtension"

- Additional international numbers:
https://call.lifesizecloud.com/numbers
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skanwaljeet00 Aug 6, 2018 3:51 AM
>
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pete.shora Oct 18, 2018 9:37 AM
Any update on when this is to be expected?
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kpinkham Dec 10, 2018 4:33 PM
It is now possible to customize an invitation for Outlook plug in users.

Customizing invitation via outlook plugin Guide
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pete.shora Dec 11, 2018 10:11 AM
Personal Email Templates (title of this idea request!) haven't been delivered, unless I'm missing something.... all that's been delivered is another way of adding text at the start of the email invite; no options for any templates?!

The option you've delivered seems to have been around for a while...disappointing after 3+ years since the idea, and 150+ votes, to end up with this.
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- jwinterbottom @ pete.shora on Dec 11, 2018 11:47 AM
  I Agree,
  
  There has to be a way of customizing the default template. The current invite no longer even says that chrome must be use to join using a browser. People confused by the default template is a daily occurrence. People also complain about the format in which the passcode is mentioned first before the link to join the meeting and the # key is still missing on the passcode for phone conferencing.
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samuell Jan 18, 2019 3:36 AM
This has not been delivered, something else has been delivered but not at all what is requested in this thread. Please reopen this feature request and read it again Lifesize because you missed the goal with this one.

As part of a multi national organisation only having the option to have 3 dial-in numbers show up in the default invitations is very limiting. Having to tell users to keep their own custom version of the invites saved locally in their computer makes for the feeling of an unfinished product and doesn't seem very intuitive.

Please make custom invitation templates available on a user level or at least explain why you cannot make that happen.
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aetheridge Jan 18, 2019 11:55 AM
Thank you all for your comments. This idea post has several components of it that make it difficult to fully complete the entire feature request. I updated the status to researching, but want to provide some context and detail to what we are considering and what we are currently working on.

What we delivered:
Last year we provided a way to add custom text above the meeting details if you were scheduling the Lifesize meeting in the Outlook add-in. Our intention was to iterate on this in a future release.
Status: Delivered.

What we are working on:
Very soon we will allow admins to modify their default meeting invite text from the admin console. We will allow admins to choose what call details they want to show based on how they use Lifesize. We will provide more detail on what exactly will be configurable shortly. This update is specific to configuring the default meeting details that are the same across all clients and for all users.
Status: Research and design is complete and development has started.

What's being considered and researched for the future:
We are looking into meeting invite templates. We are also researching the ability to fully brand and provide even more customization to the meeting invite text than what we are doing in the phase mentioned above.
Status: Researching, but no date is set for when development will begin.
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Feature Request - Personal Invite Email Templates

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