What Is Simpli5 Meetings?

Requirements

How Do I Use Simpli5 Meetings?

Include meetings@simpli5.com as a recipient in the "To" or "CC" lines of group emails or meeting invites. That's it! You will receive a reply email from Meetings containing insights and tips for yourself and for each of your recipients. 

Tips / Best Practices

1. When scheduling a meeting, include meetings@simpli5.com as an attendee. As you send out the initial invite, you will receive an email with Meetings insights.
   
2. If meeting attendees change, even up to minutes before your meeting, you can receive refreshed Meetings insights.
   
1. Because of how most appointment software works (e.g., Outlook), you may need to first update the invitation by removing Meetings then perform a second update to re-add Meetings along with the participant changes. This change will trigger a refreshed Meetings email with the new participants.
   
3. If you know some participants do not have a Simpli5 profile in your organization (e.g., you've checked the Network page for their profile), then they will not be included in the Meetings insights. Invite them to join Simpli5 well in advance of your meeting to give them time to set up their profiles, then generate the Meetings insights again.

Troubleshooting

1. If there is some problem preventing you from receiving the Meetings email, you will receive a different email describing the problem. The most common issues are that you do not have a Simpli5 corporate profile or that your Simpli5 organization is not active. To learn more about fulfilling these requirements, contact sales@simpli5.com.
2. If one or more of your participants do not have a profile in your Simpli5 organization, then this will be called out in the Meetings email. Once they have a completed profile, then you can send the email again to receive the insights.
   
3. If the Meetings email says a participant does not have a Simpli5 profile in your organization but you're sure that the person does, then likely the email address you used for that person does not match the one used in the Simpli5 org. You can confirm the correct email address to use by checking the Network page for that person's profile.
   
1. If their email address has changed since they were invited to Simpli5, they can update their email address before you try again to request the Meetings insights.