Ad hoc emails are custom emails that can be created by event managers and sent to people in Eventsforce. Ad hoc emails can be sent to a single person, a group of people, as well as scheduled to send at a specific date/time.
This article will cover the following:
Creating an ad hoc email
Go to Communications > Ad Hoc
Click "Add" in the top left
Enter a 'Description' and 'Subject' for your email (the 'Description' appears to admins only, the 'Subject' is shown to the email recipient)
Add email content using the text editor and email tags available on the left hand side
Click "Test" in the top left to send yourself a test of your email currently
Click "Save" to save your email
Note: Event managers can identify custom ad hoc emails versus system emails by the checkbox on the right hand side. If the box can be toggled on/off, the email is a custom ad hoc email.
Sending an ad hoc email
Watch the video for a brief demonstration on how to send an ad hoc email. Alternatively, skip the video for instructions below.
Go to Communications > Ad Hoc
Enter a sender email address (use "Sender name" <email@domain.com> to show a name instead of email)
Select the email to send
Enter any necessary filters on the 'Search' page
Click "Search"
Select the checkbox for the people you want to email OR select "All" to select all records
Click "Proceed"
Preview the email and click "Proceed" to send immediately OR "Send later..." to send at a specific date/time
Notes
If you enter a "BCC" email address, that email address will be blind carbon copied on all emails sent
We aim to send emails at a rate of 10 per second
Registrations and password requests will always be prioritized over batch emails
Once emails have been sent, they cannot be retracted or stopped