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

  1. Go to Communications > Ad Hoc
  2. Click "Add" in the top left
  3. Enter a 'Description' and 'Subject' for your email (the 'Description' appears to admins only, the 'Subject' is shown to the email recipient)
  4. Add email content using the text editor and email tags available on the left hand side
  5. Click "Test" in the top left to send yourself a test of your email currently
  6. 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.

  1. Go to Communications > Ad Hoc
  2. Enter a sender email address (use "Sender name" <email@domain.com> to show a name instead of email)
  3. Select the email to send
  4. Enter any necessary filters on the 'Search' page
  5. Click "Search"
  6. Select the checkbox for the people you want to email OR select "All" to select all records
  7. Click "Proceed"
  8. 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

Other articles you may find useful:

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