Email Creator - Company Level

The Email creator feature at the Company level is a tool that allows you to send automatic emails to your attendees as soon as they submit Membership or Custom forms.

How do I access the Email creator at the Company level?

At the company level, click on Account > Email creator.

The Email creator page will only display the automatic emails associated with your forms immediately they are created. To learn more about creating Membership forms and Custom forms, refer to the Briefing Management: Event booking forms and custom forms article and the Lists article.
Image showing Email creator at the company level

When you create a form and choose Membership form as the type, it automatically creates 3 types of emails in the Email creator page:

  1. Form application received: When a user submits a membership form, they will receive an automatic email informing them that their application has been received successfully.
Image showing automatic email message for receiving application form.
  1. Form submission approved: When the user's submission has been approved, they will receive this automatic email informing them that their application has been approved.
Image showing automatic email message that submission has been approved.
  1. Form submission rejected: If the form submission has been rejected, the user will receive this automatic email informing them that their application has been rejected.
Image showing automatic email message form submission rejection.

When you create a form and choose Custom form as the type, it automatically creates an email in the Email creator page:

  • Form Submitted: When a user submits a custom form, they will receive an automatic email informing them that their application has been received successfully.

Image showing form submitted automatic email message sent to user.

How do I enable the automatic emails at the Company level?

All the automatic emails listed in the Email creator page are disabled by default. In order for the automatic email to be sent to user who has made a form submission, you need to enable the automatic emails by pressing Edit and then using the Status toggle for the corresponding email. A new pop-up window will appear asking whether you would like to enable the automatic email. Click on Enable to finish.

Gif showing how to enable automatic email by turning the toggle on.

If you want to disable an automatic email, simply toggle the status for the corresponding email. A new pop-up window will appear asking whether you would like to toggle the automatic email. Click on Disable to finish.

Gif showing how to disable an automatic email

How do I edit my automatic email?

To edit the automatic email, click on the blue button for the corresponding email. This will redirect you to the email editor. Here you can customize your automatic email.

Gif showing how to access email editor from the Email creator section at the company level

If you wish to customize the main text content of your automatic email, simply click on the main text of the email. This will display the Text content field on the left-menu of the platform. From here you can edit the text of your email as well as select the font size, add image, add dynamic links and dynamic contents, etc. You can also add sections to your email with different elements such as Cover image, QR code, Social section with social links, footer with address and logo.

Gif showing how to add sections to your automatic email.

To remove a section, simply hover the mouse cursor on the section and you see options such as move, copy, delete. Click on the cross icon and a new pop-up window will appear asking for confirmation whether you want to permanently delete the section. Click on the red delete button to finish.

Gif showing how to remove a section from the Automatic email
If for instance there is a section which contains elements for e.g. the logo and company address, which you wish to remove, you can hover over the section to click on the red cross button to remove the section.

After you are done customizing your email content, you can also preview it as well. To do this, click on the Preview button on the top right corner of the platform. You can view your preview for computer and smartphone.

Gif showing how to preview automatic email.

To learn more on how to edit/customize automatic emails, you can refer to our Email creator article


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