Email templates are custom emails created by the event manager and sent to bookers, attendees and invitees. Emails on the ‘Templates’ page are not automatic and must be manually sent by the event manager.
Note: For more information on specific invitation emails, read “Creating and sending invitation emails”.
This article will cover the following:
Creating a custom email template
To create a new custom email template, follow these steps:
Go to Email > Templates
Click the Plus
Icon and select "Create email template"Enter a subject line for the email (e.g., “Joining Instructions for {{EventName}}”). The subject is visible to email recipients
Enter a template name for the email (e.g., “Joining Instructions (Attendee)”) to help event managers identify the email on the admin portal. The name is not visible to the recipients
Add email content by typing, pasting text or source code, inserting email tags, etc.
Click “Save”
To test the email, click the Edit Icon, then select “Test” in the top left
Note: When multiple attendee categories are used, event managers may want to create a separate email for each attendee type. Adding the attendee category name to the ‘email name’ will help event managers identify the email when sending.
Importing a custom email template from another event
Event managers can import a custom email template from another event, preventing the need to always create a brand new template. To import a custom email from another event, take the following steps:
Go to Email > Templates
Click the Plus
Icon and select "Import from another event"Choose which event to import from
Choose the email template to import
Preview the email and click "Import"
Note: Edit the copied email and ensure any links or references apply to the current event.
Sending a custom email to bookers
After email templates have been created and tested, emails are ready to be sent! Event managers can quickly contact bookers from the “Orders” page. This can help send custom emails or remind bookers to return and enter missing attendee details.
When ready, emails can be sent to bookers by taking the following steps:
Go to People > Orders
Select one or multiple orders (hold ‘CRTL’ or ‘Command’ to select more than one OR click the Spanner
Icon and click “Select all”)Click the Spanner
Icon and select “Email bookers…”Choose the email template to send from the dropdown
Click “Send”
Note: Use the “All Attendees Completed” dropdown or “Payment status” dropdown to filter the list of orders.
Sending a custom email to attendees
Attendees can be emailed quickly from an event's “Attendees” page. Emailing attendees can be useful for providing joining instructions for events or event reminders.
When ready, emails can be sent to attendees by taking the following steps:
Go to People > Attendees
Select one or multiple attendees (hold ‘CRTL’ or ‘Command’ to select more than one, or ‘Shift’ to select all in between)
Click the Spanner
Icon and select “Email attendees...”Choose the email template to send from the dropdown
Click “Send”
Note: It is not possible to send emails to all attendees if one or more attendees are missing an email address. Avoid this error by filtering to only show “Complete” attendees.
Sending a custom email to presenters
Custom emails can also be sent to presenters created in the Program section.
When ready, emails can be sent to presenters by taking the following steps:
Go to Setup > Program > Presenters
Select one or multiple presenters (hold ‘CRTL’ or ‘Command’ to select more than one, or ‘Shift’ to select all in between)
Click the Spanner
Icon and select “Email...”Choose the email template to send from the dropdown
Click “Send”
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