How to use meeting agendas in Jump

Jump users can draft and send agenda emails before a meeting using pre-defined templates. These agendas allow advisors to organize their thoughts and set clear expectations about what will be covered.
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Email templates are managed at the account level, meaning all users on the same account will share these templates. This also means that only account owners can edit or add new templates.
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However, individual users have the option to edit the email draft before sending it to a client.
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All Jump accounts come with a default Client meeting agenda email template.
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Account owners can access and customize this template by going to Account settings in Jump.

Select the Email templates tab.

Select the three dots on the right-hand side of the Client meeting agenda option.

Then select the Edit option from the dropdown.

A pop-up window will appear. Users can make their desired edits to the template, then click the Save and close button to update the template for all users on the account.

Jump users will notice variables included in the subject and body of the default template. The variables are denoted by the phrases in double brackets.
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Templates including variables will automatically add data from the scheduled meeting. Users can include these variables to customize the agenda email template.

Before drafting the agenda email, users must first attach the template to a meeting type. This will only need to be done once.
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This setting is configured at the user level, meaning Full users must set this up individually in their own accounts.
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To do so, click on User settings.

Then click on the Automations tab.

Select the meeting type you’d like the template to apply to. Client Meeting is the most common for the agenda email template.
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Clicking on the meeting type will open a pop-up window.

Navigate to Meeting templates, then select next to Send agenda to open up the dropdown.

Select your preferred template for the agenda email, then click the Save and close button to apply your changes.

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To create a draft of the agenda email, click on the Upcoming tab and select a meeting.
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Navigate to the Pre-meeting tasks section on the right-hand side of the window, and select the Create draft of agenda email button.

A pop-up window will open with a blank email. Click into the dropdown next to Meeting type. This will show you which options have this template applied to it.

Select the appropriate option for the current meeting, and the template will populate.
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In the place of the variable fields, you will notice the template has pulled in the corresponding information from the meeting details.
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In this window, you can review and make changes to the email draft before sending it to the client.
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Once finalized, click into the dropdown beside To. Here, you can select a recipient from the list. If you don’t see the correct client, you can also enter their email address.
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Click the Send now button to send the agenda email to the client.
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For additional assistance with agenda emails, contact [email protected].

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