Email templates are custom emails that can be created by the event manager and sent to bookers/attendees/invitees. Emails that exist on the ‘Templates’ page are not automatic, they are required to be manually sent by the event manager.
Note: For more information on specifically invitation emails, please see our support article: “Creating and sending invitation emails”.
This article will cover the following:
Creating a custom email template
To create a new custom email template, take the following steps:
Go to Email > Templates
Click the “+” button to create a new template
Enter a subject line for the email (eg. “Joining Instructions for {{EventName}}”), subject is visible to email recipients
Enter a template name for the email (eg. “Joining Instructions (Attendee)”) to help event managers identify the email on the admin portal. The name is not visible to recipients
Add email content by typing, pasting text or source code, inserting email tags, etc
Click Save
To test, edit the email and 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.
Sending a custom email to bookers
After email templates have been created and tested, emails are now ready to be sent! Event managers can quickly reach out to bookers from the “Orders” page. This can be helpful for sending any custom emails, or reminding 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 use the ‘Tools’ dropdown and click “Select all”)
Use the ‘Tools’ dropdown 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 the “Attendees” page within an event. 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)
Use the ‘Tools’ dropdown 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 “Complete” attendees.
Sending a custom email to presenters
Custom emails can also be sent to presenters who have been 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)
Use the ‘Tools’ dropdown and select “Email...”
Choose the email template to send from the dropdown
Click “Send”
Other articles you may find useful: