Adding Planner Alerts

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Planner alerts notify you of developments within a specific event. Triggered based on criteria you configure, these alerts are intended for internal users only.

1 Access the Planners Alerts page. Begin by selecting your event. Hover over Promotion & Communication and, under Alerts, click Planner Alerts.

 
NOTE: Planner Alerts are not available in Express events. If you're using Express and want to be notified every time someone registers, add yourself to the Additional Recipients section of the Registration Confirmation email instead.
2 Choose the type of alert. Click Create Alert.

First select the category, then the type. Within the category, the types will vary. Make the decision easier by consulting the descriptions underneath, then click Next.

 
3 Establish the email details. Name the email. Ensure the email is Active. You can edit the subject by typing in the Subject textbox. Enter a "Reply-To Email Address" so that invitees know who to email.

Create a message. Add data tags by clicking the Insert Data Tag..., and checking the boxes next to the ones you want to include. Determine if a link to the Cvent login page should be included in the email.

Add all of the other details you want to include.

 
4 Select the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient box, and click Select next to your name.

 
User-added image
 
If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. Accidentally add a recipient you don't want? Click the User-added image to the right of their name to remove them.

You can also send alerts to user groups, custom event and contact fields, and event roles.
 
NOTE: Planner alerts should never be sent to your invitees.
5 Add advanced filters, if necessary. Use the dropdowns in the Advanced Filters section to further limit which invitees trigger a registrant status, payment, or code alert. In the example below, the user will be sent an alert every time a VIP registers.
 
User-added image
Need to remove a filter? Select - Select Field - from the Field dropdown. Once you're done, click Save.
 

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  • 1
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  • 5
Planner alerts notify you of developments within a specific event. Triggered based on criteria you configure, these alerts are intended for internal users only.

1 Access the Planners Alerts page. Begin by selecting your event. Hover over Promotion & Communication and, under Alerts, click Planner Alerts.

 
NOTE: Planner Alerts are not available in Express events. If you're using Express and want to be notified every time someone registers, add yourself to the Additional Recipients section of the Registration Confirmation email instead.
2 Choose the type of alert. Click Create Alert.

First select the category, then the type. Within the category, the types will vary. Make the decision easier by consulting the descriptions underneath, then click Next.

 
3 Establish the email details. Name the email. Ensure the email is Active. You can edit the subject by typing in the Subject textbox. Enter a "Reply-To Email Address" so that invitees know who to email.

Create a message. Add data tags by clicking the Insert Data Tag..., and checking the boxes next to the ones you want to include. Determine if a link to the Cvent login page should be included in the email.

Add all of the other details you want to include.

 
4 Select the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient box, and click Select next to your name.

 
User-added image
 
If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. Accidentally add a recipient you don't want? Click the User-added image to the right of their name to remove them.

You can also send alerts to user groups, custom event and contact fields, and event roles.
 
NOTE: Planner alerts should never be sent to your invitees.
5 Add advanced filters, if necessary. Use the dropdowns in the Advanced Filters section to further limit which invitees trigger a registrant status, payment, or code alert. In the example below, the user will be sent an alert every time a VIP registers.
 
User-added image
Need to remove a filter? Select - Select Field - from the Field dropdown. Once you're done, 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
Planner alerts notify you of developments within a specific event. Triggered based on criteria you configure, these alerts are intended for internal users only.

1 Access the Planners Alerts page. Begin by selecting your event. Hover over Promotion & Communication and, under Alerts, click Planner Alerts.

 
NOTE: Planner Alerts are not available in Express events. If you're using Express and want to be notified every time someone registers, add yourself to the Additional Recipients section of the Registration Confirmation email instead.
2 Choose the type of alert. Click Create Alert.

First select the category, then the type. Within the category, the types will vary. Make the decision easier by consulting the descriptions underneath, then click Next.

 
3 Establish the email details. Name the email. Ensure the email is Active. You can edit the subject by typing in the Subject textbox. Enter a "Reply-To Email Address" so that invitees know who to email.

Create a message. Add data tags by clicking the Insert Data Tag..., and checking the boxes next to the ones you want to include. Determine if a link to the Cvent login page should be included in the email.

Add all of the other details you want to include.

 
4 Select the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient box, and click Select next to your name.

 
User-added image
 
If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. Accidentally add a recipient you don't want? Click the User-added image to the right of their name to remove them.

You can also send alerts to user groups, custom event and contact fields, and event roles.
 
NOTE: Planner alerts should never be sent to your invitees.
5 Add advanced filters, if necessary. Use the dropdowns in the Advanced Filters section to further limit which invitees trigger a registrant status, payment, or code alert. In the example below, the user will be sent an alert every time a VIP registers.
 
User-added image
Need to remove a filter? Select - Select Field - from the Field dropdown. Once you're done, 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
Planner alerts notify you of developments within a specific event. Triggered based on criteria you configure, these alerts are intended for internal users only.

1 Access the Planners Alerts page. Begin by selecting your event. Hover over Promotion & Communication and, under Alerts, click Planner Alerts.

 
NOTE: Planner Alerts are not available in Express events. If you're using Express and want to be notified every time someone registers, add yourself to the Additional Recipients section of the Registration Confirmation email instead.
2 Choose the type of alert. Click Create Alert.

First select the category, then the type. Within the category, the types will vary. Make the decision easier by consulting the descriptions underneath, then click Next.

 
3 Establish the email details. Name the email. Ensure the email is Active. You can edit the subject by typing in the Subject textbox. Enter a "Reply-To Email Address" so that invitees know who to email.

Create a message. Add data tags by clicking the Insert Data Tag..., and checking the boxes next to the ones you want to include. Determine if a link to the Cvent login page should be included in the email.

Add all of the other details you want to include.

 
4 Select the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient box, and click Select next to your name.

 
User-added image
 
If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. Accidentally add a recipient you don't want? Click the User-added image to the right of their name to remove them.

You can also send alerts to user groups, custom event and contact fields, and event roles.
 
NOTE: Planner alerts should never be sent to your invitees.
5 Add advanced filters, if necessary. Use the dropdowns in the Advanced Filters section to further limit which invitees trigger a registrant status, payment, or code alert. In the example below, the user will be sent an alert every time a VIP registers.
 
User-added image
Need to remove a filter? Select - Select Field - from the Field dropdown. Once you're done, 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
Planner alerts notify you of developments within a specific event. Triggered based on criteria you configure, these alerts are intended for internal users only.

1 Access the Planners Alerts page. Begin by selecting your event. Hover over Promotion & Communication and, under Alerts, click Planner Alerts.

 
NOTE: Planner Alerts are not available in Express events. If you're using Express and want to be notified every time someone registers, add yourself to the Additional Recipients section of the Registration Confirmation email instead.
2 Choose the type of alert. Click Create Alert.

First select the category, then the type. Within the category, the types will vary. Make the decision easier by consulting the descriptions underneath, then click Next.

 
3 Establish the email details. Name the email. Ensure the email is Active. You can edit the subject by typing in the Subject textbox. Enter a "Reply-To Email Address" so that invitees know who to email.

Create a message. Add data tags by clicking the Insert Data Tag..., and checking the boxes next to the ones you want to include. Determine if a link to the Cvent login page should be included in the email.

Add all of the other details you want to include.

 
4 Select the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient box, and click Select next to your name.

 
User-added image
 
If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. Accidentally add a recipient you don't want? Click the User-added image to the right of their name to remove them.

You can also send alerts to user groups, custom event and contact fields, and event roles.
 
NOTE: Planner alerts should never be sent to your invitees.
5 Add advanced filters, if necessary. Use the dropdowns in the Advanced Filters section to further limit which invitees trigger a registrant status, payment, or code alert. In the example below, the user will be sent an alert every time a VIP registers.
 
User-added image
Need to remove a filter? Select - Select Field - from the Field dropdown. Once you're done, 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
Planner alerts notify you of developments within a specific event. Triggered based on criteria you configure, these alerts are intended for internal users only.

1 Access the Planners Alerts page. Begin by selecting your event. Hover over Promotion & Communication and, under Alerts, click Planner Alerts.

 
NOTE: Planner Alerts are not available in Express events. If you're using Express and want to be notified every time someone registers, add yourself to the Additional Recipients section of the Registration Confirmation email instead.
2 Choose the type of alert. Click Create Alert.

First select the category, then the type. Within the category, the types will vary. Make the decision easier by consulting the descriptions underneath, then click Next.

 
3 Establish the email details. Name the email. Ensure the email is Active. You can edit the subject by typing in the Subject textbox. Enter a "Reply-To Email Address" so that invitees know who to email.

Create a message. Add data tags by clicking the Insert Data Tag..., and checking the boxes next to the ones you want to include. Determine if a link to the Cvent login page should be included in the email.

Add all of the other details you want to include.

 
4 Select the recipients. List everyone who should receive this alert in the Recipients section.

To send it to yourself, choose Account User in the Type dropdown, click the ellipsis (...) in the corresponding Recipient box, and click Select next to your name.

 
User-added image
 
If you're not an account user, choose Email Address instead and enter yours in the corresponding Recipient box. Accidentally add a recipient you don't want? Click the User-added image to the right of their name to remove them.

You can also send alerts to user groups, custom event and contact fields, and event roles.
 
NOTE: Planner alerts should never be sent to your invitees.
5 Add advanced filters, if necessary. Use the dropdowns in the Advanced Filters section to further limit which invitees trigger a registrant status, payment, or code alert. In the example below, the user will be sent an alert every time a VIP registers.
 
User-added image
Need to remove a filter? Select - Select Field - from the Field dropdown. Once you're done, 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.