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