How do I add my own information to the conference invitation email?

Q: Can I add my own information to the conference invitation email?
A: Yes! You can use the “Custom Header/Footer” feature to add notes to the conference invitation email that gets send to invited participants. The following is a blog post that describes the process in detail.

Since the inception of ZipDX, when participants are explicitly invited to a ZipDX conference the system sends them an email invitation. This is part of the security model we call Identity Conferencing.

Outlook Invitation No Footer 670px

Each invitation (shown above – as viewed in MS Outlook) is personalized, unique to each participant. It includes their PIN and the most appropriate dial-in number based upon what the system knows about their location. Thus, when viewing the invitation they see everything required to join the conference.

Yet Something Was Missing

There are times when it would be useful to be able to include some additional information relevant to a specific conference. For example, an organizer may wish to distribute the conference agenda, or links to access shared documents. To address this requirement we have included a customization feature.

Customizing the Meeting Invitation

In the process of creating a new conference using the ZipDX web portal you see a section entitled Invite Email Custom Footer near the bottom of the page, below the Audio Features settings.

Shown collapsed by default, clicking on the Show button reveals three separate areas where custom information can be entered.

  • Header – Anything entered here will be included at the top of the invitation message sent to all invited participants.
  • Footer – Similarly, anything here will be included at the bottom the message sent to all invited participants.
  • Message for Hosts – anything entered here is only included in invitations sent to those assigned the role of Host or Interpreter.


Removing Web Portal Access

By default the meeting invitation includes a link to access the ZipDX Web Portal. This is handy when participants are expected to join a web share or connect by computer using our web phone.

The tick box to Suppress Portal Hyperlink (shown above) ensures that the participants will not be offered such a link. This simplifies the invitation. Its is appropriate when you know that all participants will be connecting by telephone and web sharing will not be used.

A Simple Example

As an initial example let us consider that a meeting organizer might want to distribute a reminder about some keypad functions available during the course of a conference. Such notes might appear as follows:

*1 – Raise your hand
*2X – Cast a vote, where X is a number between 1 and 9
*3 – Hear the number of participants in the conference
*6  – Mute or un-mute yourself

When entered into the customer footer tool they appear as shown below.

Custom Footer Notes Example

They result in email invitations with the notes included as shown in the following image:

Custom Footer Message Example #1 short

The image above is a screen shot of a web mail client showing only the Organizer Notes section. Click on the image to see a larger view of the entire email invitation.

Where To Use the Custom Header/Footer

There are two possible opportunities to use the custom footer:

1. While Creating a Conference

If you add a custom footer in the process of creating a conference it will be used just once, for that conference. This is appropriate when the materials included are applicable to one specific call. For example, the agenda or links to shared files.

2. A Conference Template

If you add a custom footer to a conference template it will be used repeatedly. It will be included any time that template is used to create a new conference. This approach is most applicable when the information included is broadly applicable to a series of calls.

For example, when hosting a multilingual conference series you may elect to include dial-in instructions for connecting directly to the various language channels available.

About Past Conferences

The system retains the customization included in a past conference. In your Past Conferences you can go into the conference details. Click on the button to Copy to Template. The  customization messages are carried forward into the new template.


The two examples presented serve to illustrate how the custom footer feature works. We’ve included the text used in creating these examples so that you have a basis for experimentation. Setup a test meeting for yourself, including some notes in the custom footer.

You can adjust your preferred language, then have the system send you a reminder email so you see exactly how the information is presented. There’s no better way to become familiar with the use of a new feature than by a little experimentation.


The Custom Footer function provides a convenient way for conference organizers to include additional information in the meeting invitation. Whether for distributing an agenda, links to shared files, or tips on using the conference service, it helps to consolidate all the information a participant needs in one, convenient place.

In addition, support for localized messaging allows participants to receive conference invitations in their preferred language. We are continuing to extend our library of localizations, and hope to add Spanish in the near future.