E-mail creator
Updated 4 days ago
by
Lisvan Reyes Ricardo
This article intends to teach you how to send personalized emails or some specific communication that you want to pass to your event attendees or some predetermined list.
Types of email
There are two types of email: automatic emails and custom emails.
- Automatic emails
You can use the email creator tool to customize automatic emails such as:
- Confirmation email
- Admission emails
- Ticket invite emails
- Rejection emails
To learn more about automatic emails, click here.
- Custom emails
The Email Creator also allows event organizers to send invitations and personalized emails to the event invitees, attendees and also to custom lists of people.
How do I create a custom email?
To create a personalized email press Marketing > Communication > Email creator.
Then in the top left corner press the + New email button, enter the email subject, then choose a Template and press the blue Create button.
Design
After adding the subject of your email and choosing the email template, you will be directed to the design and customization page of the email. The first step is to define the design (title, text, typography letter size and format, image inclusion, social networks, footer, dynamic links and dynamic content, background colors, and margins.
To customize the email, you must drag the chosen options from the left into the email on the right, as shown below.
To add text and links to your email click where it says: Your email contents here
An edit box will open up on the left side. Here you can enter your Dynamic content which contains either information about your event or information about a person. You can add Dynamic links for example to your website, registration form, download page, and account page. Also, you will be able to add images, tables, links, forms and edit the format of the email.
Click here for further information on how to use the dynamic content.
Target audience
Once you have finished editing the email, click on the Target button.
Next, you will need to choose the recipients of your email in the Target section.
Using the two drop-down bars available, you can select a range of options. On the first you can choose to send to all attendees, all invited, or to any custom list already created. You can also select the group of people who will receive the email on the second bar, such as participants with approved enrollment, denied enrollment, attendees present and absent, RSVP accepted, refused or waiting, and several other options.
Besides selecting groups of people, you can also pick individuals manually. In order to do this, just select Manual selection on the second drop-down bar. Then you'll be able to choose, by clicking on the checkboxes, the individual email addresses you want the emails to be sent to.
Review & Send
Next press the Review tab at the top of the screen. Here we can confirm the subject of the email and also set the time the email will be sent. You can schedule the specific date and time that you prefer to send the email. To do this click on the Edit button in the Send email field.
After setting this information, click on the blue Save button and then press the green Send button.
In addition, you can also create a trigger for your email, such as sending it as soon as someone responds to a specific form. To do this, click Edit in the Trigger field.
Select the form option that you want to link to the email and click the blue Save button
How do I preview an email before sending it?
You can preview the email on a computer or on a smartphone, or you can send a preview to your email.
To preview the email, press the orange Preview button in the top right corner of the email creator page. Then, press the blue Send preview button if you would like to send the preview email to yourself or another user.
Choose the email address from the drop-down bar and press the blue Send preview button.
Email management
To learn how to check email statistics, resend, copy, delete an email and unsubscribe from the email list, click here.
