Emails view

Email types

System emails

The emails are split into system emails and custom emails. There are 7 system emails that are built automatically for every event. These are:

Invitation: This is used to invite the guests to register for the event. When a guest is sent an Invitation, their status will change to Invited. This will be used as the default invitation, although clients can create more invitations in the custom emails.
Reminder: This is used to remind guests to register, if they have already received the invitation. A guest who is sent a reminder email will have their status switched to reminded.
Password Reset: This is a password reset used by admins to reset a guests password. This should not be confused with the password reset that guests can send themselves by pressing ‘forgot password’ on the login screen.
Decline: This is automatically sent if a guest declines the invitation, either by using the decline link in an invitation email or by answering a decline question in the registration. This will set the guest’s status to declined
Cancellation: This is automatically sent if a guest cancels their registration. This will also set the guest’s status to cancelled
Confirmation: This is sent automatically after a guest successfully completes their registration. It contains the guest’s registration data, though this option can be turned off.
Waitlist: This is automatically sent if a guest registers, but is placed on a waitlist if the event is full or there is an open waitlist.

System emails cannot be archived, custom emails can be.

Custom emails

Custom emails are built by clients and are event specific, but can be imported from other events. When creating a custom email, you can add a type to the custom email. The following types can be added to the custom emails.

None: Will leave the email without a type.
Invitation: Will give the email type invitation which will trigger a guest status change to invited when sent
Reminder: Will give the email type reminder which will trigger a guest status change to reminded when sent
Confirmation: Can be configured to replace the system email confirmation when a user selects a certain option on a radio, checkbox or select field in the registration
Attended: Will give the email type attended which will trigger a guest status change to attended when sent.
Follow up: Triggers an interaction status update. Used by AC at time of writing
Simple template: Used by AC at time of writing. It is a second template that has no extra styles

Edit email

Basic options

Name: The name of the email that will appear in the backend. (custom email only)
Subject: The subject line of the email
From name: What recipients will see as the from name in the email
Reply-to email address: The email address that any replies to the email will be sent to
Emails to BCC: Email addresses entered here will receive a blind copy every time the email is sent to a guest
Content: The main body of the email
Show custom links and tags: Will bring up a list of tags and links that clients can use in the email
Content modules: Will add modules to the end of the email. This is not available to all clients at the moment

Advanced options

Show banner in email: This will turn on or off the email banner in this email
Exclude from guest based cc: This will exclude this email from any cc fields set up in the registration
Exclude from guest based bcc: as above but for bcc fields
Email type: Adds a type to a custom email. (custom emails only)
This question will trigger this confirmation email to be sent out: This will only appear when confirmation is selected as the email type. Allows the client to set a condition to send this as the confirmation instead of the system confirmation

Import email

Click arrow next to create email
Search for the event you want to import email from
Select email in the drop down that appears after selecting event
Can only import custom emails

Send test email

Click on the email you wish to test
In the slide out that opens click on the button in the top right labelled: Preview and send test
On the modal that is brought up you can enter your email address to send the test to
If you would like to test the tags within the email you will need to do the following:
- Navigate to the guest list
- Select the guest you would like to send the test to
- Click on the dropdown titled Quick actions
- Click on send emails
- In the modal that shows up you can select the email from the dropdown list and then click start

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Email Types and Options