Creating a Classic Event Email

  • 1
  • 2
  • 3
  • 4
  • 5
Design an email template, drop in data tags, and send it once. Everyone on the invitation list will receive a personalized copy, like it was written just for them.
 
NOTE:  These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.
 
1 Access an invitation list. Begin by selecting your event. Hover over Promotion & Communication and, under Email, select Event Emails.

If your event has multiple invitation lists, select one from the dropdown at the top.

Click Create Email to launch the email wizard.

2 Define the email's settings. Choose your starting point:
  • A new blank email lets you write and format all the content from scratch.
  • Using an email template lets you select an email created at the account level for use in any event. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
  • Using an existing email in this event lets you copy an existing event email and alter it. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
Name your email.

Personalize the Subject or From Name fields by clicking the User-added image next to each field and inserting data tags. Any replies to this message will go to the From Email Address. Don't see the address you want in the dropdown? Add more in Admin > Email Settings > Email Addresses.

 
User-added image

Scroll down to the Send Settings section. Choose an audience from the dropdown. These are groups of people who have (or haven't) performed certain actions, such as registering, paying, cancelling, or declining your invitation. Leave All Invitees selected if you want this email to go to everyone on your invitation list.

 
NOTE: Depending on the audience you choose, you may not be able to manually send your email to them. Instead, you'll have to schedule it. Find a list of those audience types here

Determine when you want to send this email. You have two options:
 
  • Manually is the better choice for one-off correspondence with specific invitees.receive this information all at once. If you choose this option, enter a date, time, and time zone.
  • At the following date and time is generally used when you want a particular audience to 


Click Next.

3 Design your template. Write, format, and add images and data tags in Step 2 of the wizard. Once you're done, click Save & Next.

4 Test your template. To send a test email to yourself or another user, select the Yes radio button in Step 3 of the wizard. Select Account User from the Type dropdown and click the ellipsis (...) at the end of the Recipient field. Locate the user when the pop-up appears and click Select to the left of their name. Click Add Recipient to send the test email to more people.

Click Finish.

NOTE: The links in test emails are not active to avoid inaccurate click-tracking data.

5 Adjust the advanced settings, if necessary. Select the neighboring tab, Advanced Settings, and click Edit.

In rare cases, some recipients may be unable to view HTML emails. Solve this by setting up a backup plain text version, stripped of formatting, to automatically replace the HTML email when necessary. Use the radio buttons to choose to send both HTML and plain text, or plain text only.
 
User-added image
 
Sending an HTML email? The next option lets you enable click tracking, which logs every time a recipient clicks a link in the email. You can run a click-tracking report later to retrieve the data.

If you would like to include recipients' CC email addresses, click Yes next to "Send an additional copy of the email each time it is sent." When the field appears, check the box next to "CC Email Address." If you've created custom contact fields to collect more CC emails, such as for secretaries or sales reps, they will appear here as well.
 
User-added image

Sometimes email clients have issues with your code or images. To get around this, you can add a link directing recipients to view the email as a webpage. Select the radio button next to "Include a link to a webpage version of this email." In the Link Text field, enter what you want to appear as a link. Then, go back to the Content tab and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category. 
 
User-added image
 
Need the limit which registration type triggers the email? How about only sending the email to invitees within a specific state? Set up a simple formula in the Advanced Filters section to limit when the custom email is triggered.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image 
 
Once you're done, don't forget to click Save.

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Design an email template, drop in data tags, and send it once. Everyone on the invitation list will receive a personalized copy, like it was written just for them.
 
NOTE:  These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.
 
1 Access an invitation list. Begin by selecting your event. Hover over Promotion & Communication and, under Email, select Event Emails.

If your event has multiple invitation lists, select one from the dropdown at the top.

Click Create Email to launch the email wizard.

2 Define the email's settings. Choose your starting point:
  • A new blank email lets you write and format all the content from scratch.
  • Using an email template lets you select an email created at the account level for use in any event. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
  • Using an existing email in this event lets you copy an existing event email and alter it. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
Name your email.

Personalize the Subject or From Name fields by clicking the User-added image next to each field and inserting data tags. Any replies to this message will go to the From Email Address. Don't see the address you want in the dropdown? Add more in Admin > Email Settings > Email Addresses.

 
User-added image

Scroll down to the Send Settings section. Choose an audience from the dropdown. These are groups of people who have (or haven't) performed certain actions, such as registering, paying, cancelling, or declining your invitation. Leave All Invitees selected if you want this email to go to everyone on your invitation list.

 
NOTE: Depending on the audience you choose, you may not be able to manually send your email to them. Instead, you'll have to schedule it. Find a list of those audience types here

Determine when you want to send this email. You have two options:
 
  • Manually is the better choice for one-off correspondence with specific invitees.receive this information all at once. If you choose this option, enter a date, time, and time zone.
  • At the following date and time is generally used when you want a particular audience to 


Click Next.

3 Design your template. Write, format, and add images and data tags in Step 2 of the wizard. Once you're done, click Save & Next.

4 Test your template. To send a test email to yourself or another user, select the Yes radio button in Step 3 of the wizard. Select Account User from the Type dropdown and click the ellipsis (...) at the end of the Recipient field. Locate the user when the pop-up appears and click Select to the left of their name. Click Add Recipient to send the test email to more people.

Click Finish.

NOTE: The links in test emails are not active to avoid inaccurate click-tracking data.

5 Adjust the advanced settings, if necessary. Select the neighboring tab, Advanced Settings, and click Edit.

In rare cases, some recipients may be unable to view HTML emails. Solve this by setting up a backup plain text version, stripped of formatting, to automatically replace the HTML email when necessary. Use the radio buttons to choose to send both HTML and plain text, or plain text only.
 
User-added image
 
Sending an HTML email? The next option lets you enable click tracking, which logs every time a recipient clicks a link in the email. You can run a click-tracking report later to retrieve the data.

If you would like to include recipients' CC email addresses, click Yes next to "Send an additional copy of the email each time it is sent." When the field appears, check the box next to "CC Email Address." If you've created custom contact fields to collect more CC emails, such as for secretaries or sales reps, they will appear here as well.
 
User-added image

Sometimes email clients have issues with your code or images. To get around this, you can add a link directing recipients to view the email as a webpage. Select the radio button next to "Include a link to a webpage version of this email." In the Link Text field, enter what you want to appear as a link. Then, go back to the Content tab and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category. 
 
User-added image
 
Need the limit which registration type triggers the email? How about only sending the email to invitees within a specific state? Set up a simple formula in the Advanced Filters section to limit when the custom email is triggered.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image 
 
Once you're done, don't forget to click Save.

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Design an email template, drop in data tags, and send it once. Everyone on the invitation list will receive a personalized copy, like it was written just for them.
 
NOTE:  These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.
 
1 Access an invitation list. Begin by selecting your event. Hover over Promotion & Communication and, under Email, select Event Emails.

If your event has multiple invitation lists, select one from the dropdown at the top.

Click Create Email to launch the email wizard.

2 Define the email's settings. Choose your starting point:
  • A new blank email lets you write and format all the content from scratch.
  • Using an email template lets you select an email created at the account level for use in any event. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
  • Using an existing email in this event lets you copy an existing event email and alter it. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
Name your email.

Personalize the Subject or From Name fields by clicking the User-added image next to each field and inserting data tags. Any replies to this message will go to the From Email Address. Don't see the address you want in the dropdown? Add more in Admin > Email Settings > Email Addresses.

 
User-added image

Scroll down to the Send Settings section. Choose an audience from the dropdown. These are groups of people who have (or haven't) performed certain actions, such as registering, paying, cancelling, or declining your invitation. Leave All Invitees selected if you want this email to go to everyone on your invitation list.

 
NOTE: Depending on the audience you choose, you may not be able to manually send your email to them. Instead, you'll have to schedule it. Find a list of those audience types here

Determine when you want to send this email. You have two options:
 
  • Manually is the better choice for one-off correspondence with specific invitees.receive this information all at once. If you choose this option, enter a date, time, and time zone.
  • At the following date and time is generally used when you want a particular audience to 


Click Next.

3 Design your template. Write, format, and add images and data tags in Step 2 of the wizard. Once you're done, click Save & Next.

4 Test your template. To send a test email to yourself or another user, select the Yes radio button in Step 3 of the wizard. Select Account User from the Type dropdown and click the ellipsis (...) at the end of the Recipient field. Locate the user when the pop-up appears and click Select to the left of their name. Click Add Recipient to send the test email to more people.

Click Finish.

NOTE: The links in test emails are not active to avoid inaccurate click-tracking data.

5 Adjust the advanced settings, if necessary. Select the neighboring tab, Advanced Settings, and click Edit.

In rare cases, some recipients may be unable to view HTML emails. Solve this by setting up a backup plain text version, stripped of formatting, to automatically replace the HTML email when necessary. Use the radio buttons to choose to send both HTML and plain text, or plain text only.
 
User-added image
 
Sending an HTML email? The next option lets you enable click tracking, which logs every time a recipient clicks a link in the email. You can run a click-tracking report later to retrieve the data.

If you would like to include recipients' CC email addresses, click Yes next to "Send an additional copy of the email each time it is sent." When the field appears, check the box next to "CC Email Address." If you've created custom contact fields to collect more CC emails, such as for secretaries or sales reps, they will appear here as well.
 
User-added image

Sometimes email clients have issues with your code or images. To get around this, you can add a link directing recipients to view the email as a webpage. Select the radio button next to "Include a link to a webpage version of this email." In the Link Text field, enter what you want to appear as a link. Then, go back to the Content tab and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category. 
 
User-added image
 
Need the limit which registration type triggers the email? How about only sending the email to invitees within a specific state? Set up a simple formula in the Advanced Filters section to limit when the custom email is triggered.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image 
 
Once you're done, don't forget to click Save.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Design an email template, drop in data tags, and send it once. Everyone on the invitation list will receive a personalized copy, like it was written just for them.
 
NOTE:  These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.
 
1 Access an invitation list. Begin by selecting your event. Hover over Promotion & Communication and, under Email, select Event Emails.

If your event has multiple invitation lists, select one from the dropdown at the top.

Click Create Email to launch the email wizard.

2 Define the email's settings. Choose your starting point:
  • A new blank email lets you write and format all the content from scratch.
  • Using an email template lets you select an email created at the account level for use in any event. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
  • Using an existing email in this event lets you copy an existing event email and alter it. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
Name your email.

Personalize the Subject or From Name fields by clicking the User-added image next to each field and inserting data tags. Any replies to this message will go to the From Email Address. Don't see the address you want in the dropdown? Add more in Admin > Email Settings > Email Addresses.

 
User-added image

Scroll down to the Send Settings section. Choose an audience from the dropdown. These are groups of people who have (or haven't) performed certain actions, such as registering, paying, cancelling, or declining your invitation. Leave All Invitees selected if you want this email to go to everyone on your invitation list.

 
NOTE: Depending on the audience you choose, you may not be able to manually send your email to them. Instead, you'll have to schedule it. Find a list of those audience types here

Determine when you want to send this email. You have two options:
 
  • Manually is the better choice for one-off correspondence with specific invitees.receive this information all at once. If you choose this option, enter a date, time, and time zone.
  • At the following date and time is generally used when you want a particular audience to 


Click Next.

3 Design your template. Write, format, and add images and data tags in Step 2 of the wizard. Once you're done, click Save & Next.

4 Test your template. To send a test email to yourself or another user, select the Yes radio button in Step 3 of the wizard. Select Account User from the Type dropdown and click the ellipsis (...) at the end of the Recipient field. Locate the user when the pop-up appears and click Select to the left of their name. Click Add Recipient to send the test email to more people.

Click Finish.

NOTE: The links in test emails are not active to avoid inaccurate click-tracking data.

5 Adjust the advanced settings, if necessary. Select the neighboring tab, Advanced Settings, and click Edit.

In rare cases, some recipients may be unable to view HTML emails. Solve this by setting up a backup plain text version, stripped of formatting, to automatically replace the HTML email when necessary. Use the radio buttons to choose to send both HTML and plain text, or plain text only.
 
User-added image
 
Sending an HTML email? The next option lets you enable click tracking, which logs every time a recipient clicks a link in the email. You can run a click-tracking report later to retrieve the data.

If you would like to include recipients' CC email addresses, click Yes next to "Send an additional copy of the email each time it is sent." When the field appears, check the box next to "CC Email Address." If you've created custom contact fields to collect more CC emails, such as for secretaries or sales reps, they will appear here as well.
 
User-added image

Sometimes email clients have issues with your code or images. To get around this, you can add a link directing recipients to view the email as a webpage. Select the radio button next to "Include a link to a webpage version of this email." In the Link Text field, enter what you want to appear as a link. Then, go back to the Content tab and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category. 
 
User-added image
 
Need the limit which registration type triggers the email? How about only sending the email to invitees within a specific state? Set up a simple formula in the Advanced Filters section to limit when the custom email is triggered.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image 
 
Once you're done, don't forget to click Save.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Design an email template, drop in data tags, and send it once. Everyone on the invitation list will receive a personalized copy, like it was written just for them.
 
NOTE:  These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.
 
1 Access an invitation list. Begin by selecting your event. Hover over Promotion & Communication and, under Email, select Event Emails.

If your event has multiple invitation lists, select one from the dropdown at the top.

Click Create Email to launch the email wizard.

2 Define the email's settings. Choose your starting point:
  • A new blank email lets you write and format all the content from scratch.
  • Using an email template lets you select an email created at the account level for use in any event. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
  • Using an existing email in this event lets you copy an existing event email and alter it. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
Name your email.

Personalize the Subject or From Name fields by clicking the User-added image next to each field and inserting data tags. Any replies to this message will go to the From Email Address. Don't see the address you want in the dropdown? Add more in Admin > Email Settings > Email Addresses.

 
User-added image

Scroll down to the Send Settings section. Choose an audience from the dropdown. These are groups of people who have (or haven't) performed certain actions, such as registering, paying, cancelling, or declining your invitation. Leave All Invitees selected if you want this email to go to everyone on your invitation list.

 
NOTE: Depending on the audience you choose, you may not be able to manually send your email to them. Instead, you'll have to schedule it. Find a list of those audience types here

Determine when you want to send this email. You have two options:
 
  • Manually is the better choice for one-off correspondence with specific invitees.receive this information all at once. If you choose this option, enter a date, time, and time zone.
  • At the following date and time is generally used when you want a particular audience to 


Click Next.

3 Design your template. Write, format, and add images and data tags in Step 2 of the wizard. Once you're done, click Save & Next.

4 Test your template. To send a test email to yourself or another user, select the Yes radio button in Step 3 of the wizard. Select Account User from the Type dropdown and click the ellipsis (...) at the end of the Recipient field. Locate the user when the pop-up appears and click Select to the left of their name. Click Add Recipient to send the test email to more people.

Click Finish.

NOTE: The links in test emails are not active to avoid inaccurate click-tracking data.

5 Adjust the advanced settings, if necessary. Select the neighboring tab, Advanced Settings, and click Edit.

In rare cases, some recipients may be unable to view HTML emails. Solve this by setting up a backup plain text version, stripped of formatting, to automatically replace the HTML email when necessary. Use the radio buttons to choose to send both HTML and plain text, or plain text only.
 
User-added image
 
Sending an HTML email? The next option lets you enable click tracking, which logs every time a recipient clicks a link in the email. You can run a click-tracking report later to retrieve the data.

If you would like to include recipients' CC email addresses, click Yes next to "Send an additional copy of the email each time it is sent." When the field appears, check the box next to "CC Email Address." If you've created custom contact fields to collect more CC emails, such as for secretaries or sales reps, they will appear here as well.
 
User-added image

Sometimes email clients have issues with your code or images. To get around this, you can add a link directing recipients to view the email as a webpage. Select the radio button next to "Include a link to a webpage version of this email." In the Link Text field, enter what you want to appear as a link. Then, go back to the Content tab and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category. 
 
User-added image
 
Need the limit which registration type triggers the email? How about only sending the email to invitees within a specific state? Set up a simple formula in the Advanced Filters section to limit when the custom email is triggered.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image 
 
Once you're done, don't forget to click Save.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Design an email template, drop in data tags, and send it once. Everyone on the invitation list will receive a personalized copy, like it was written just for them.
 
NOTE:  These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.
 
1 Access an invitation list. Begin by selecting your event. Hover over Promotion & Communication and, under Email, select Event Emails.

If your event has multiple invitation lists, select one from the dropdown at the top.

Click Create Email to launch the email wizard.

2 Define the email's settings. Choose your starting point:
  • A new blank email lets you write and format all the content from scratch.
  • Using an email template lets you select an email created at the account level for use in any event. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
  • Using an existing email in this event lets you copy an existing event email and alter it. Click the ellipsis (...) in the field that appears and select the template from the pop-up.
Name your email.

Personalize the Subject or From Name fields by clicking the User-added image next to each field and inserting data tags. Any replies to this message will go to the From Email Address. Don't see the address you want in the dropdown? Add more in Admin > Email Settings > Email Addresses.

 
User-added image

Scroll down to the Send Settings section. Choose an audience from the dropdown. These are groups of people who have (or haven't) performed certain actions, such as registering, paying, cancelling, or declining your invitation. Leave All Invitees selected if you want this email to go to everyone on your invitation list.

 
NOTE: Depending on the audience you choose, you may not be able to manually send your email to them. Instead, you'll have to schedule it. Find a list of those audience types here

Determine when you want to send this email. You have two options:
 
  • Manually is the better choice for one-off correspondence with specific invitees.receive this information all at once. If you choose this option, enter a date, time, and time zone.
  • At the following date and time is generally used when you want a particular audience to 


Click Next.

3 Design your template. Write, format, and add images and data tags in Step 2 of the wizard. Once you're done, click Save & Next.

4 Test your template. To send a test email to yourself or another user, select the Yes radio button in Step 3 of the wizard. Select Account User from the Type dropdown and click the ellipsis (...) at the end of the Recipient field. Locate the user when the pop-up appears and click Select to the left of their name. Click Add Recipient to send the test email to more people.

Click Finish.

NOTE: The links in test emails are not active to avoid inaccurate click-tracking data.

5 Adjust the advanced settings, if necessary. Select the neighboring tab, Advanced Settings, and click Edit.

In rare cases, some recipients may be unable to view HTML emails. Solve this by setting up a backup plain text version, stripped of formatting, to automatically replace the HTML email when necessary. Use the radio buttons to choose to send both HTML and plain text, or plain text only.
 
User-added image
 
Sending an HTML email? The next option lets you enable click tracking, which logs every time a recipient clicks a link in the email. You can run a click-tracking report later to retrieve the data.

If you would like to include recipients' CC email addresses, click Yes next to "Send an additional copy of the email each time it is sent." When the field appears, check the box next to "CC Email Address." If you've created custom contact fields to collect more CC emails, such as for secretaries or sales reps, they will appear here as well.
 
User-added image

Sometimes email clients have issues with your code or images. To get around this, you can add a link directing recipients to view the email as a webpage. Select the radio button next to "Include a link to a webpage version of this email." In the Link Text field, enter what you want to appear as a link. Then, go back to the Content tab and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category. 
 
User-added image
 
Need the limit which registration type triggers the email? How about only sending the email to invitees within a specific state? Set up a simple formula in the Advanced Filters section to limit when the custom email is triggered.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image 
 
Once you're done, don't forget to click Save.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.