Creating a Flex Event Email

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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 Flex events. If you're creating a Classic event, reference this article instead.

1 Access an invitation list. Begin by selecting your Flex 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 data tag icon 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 the 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 itFind 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.  
  • At the following date and time is generally used when you want a particular audience to receive this information all at once. If you choose this option, enter a date, time, and time zone. 

Click Finish.

3 Design your template. Click Design Email in the top right. Your canvas will be blank, aside from your footer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, building out your email.
 
NOTE: Some additional formatting, like custom fonts and rounded corners on buttons, may not render in the recipient's email. This is dependent on the settings of their email client.
 
 User-added image
 
NOTE: If your Flex event was created prior to October 31, 2018, you will not see the Build option to the right of the canvas. Instead, click Code. Customize the HTML code here and click Apply changes. Or, if you're not familiar with HTML code, click Switch to Build mode, then Yes, continue. Any code you've entered in Custom HTML mode will be lost once you switch over to Build mode.

To customize a block of text in the body of the email, click on the text widget. In the Configuration Options to the right of the canvas, change the colors of text, bold, italicize, and underline, adjust alignment, and insert bulleted lists, hyperlinks, and data tags.
 
User-added image

To customize its text and design, click Theme. This section will allow you to change the styling of your email without needing to individually customizing each widget you add. You can switch back and forth between the build and theme widgets as often as you need.
 
NOTE: Any changes to the theme will affect all email templates. If you want to only update the email you're creating, click Build, select a widget, click Customize under Styling Options, and make the necessary edits. You'll need to do this for each widget.

4 Establish your email settings. Click on the name of your email in the top-left to open the Event Email dropdown. Then click User-added image to the right of your email to open its settings.

Choose from the following email formats:
  • HTML only: Only the HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive an automatically rendered Plain Text version.
  • Plain Text only: Only the Plain Text version of the email will send. Colors, graphics, and additional formatting are not supported.
  • HTML and Plain Text: The HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive the Plain Text version that you are able to customize. This ensures that no one will receive a blank or incomplete version of your email, as you can control the text and hyperlinks that are used.
Click the radio button next to the email format you want to use.

Then, determine if you want to use the applied header and footer, or none, and if you want to enable click-tracking for the HTML email.
 
User-added image

Click Apply.

To customize the Plain Text version of your email, use the Format dropdown in the top-right of the canvas to select Plain Text.

 
User-added image
 
Click Text to the right of the canvas, then continue customizing your email content. Make it easier on yourself by clicking Copy text from HTML email to automatically copy the text and hyperlinks that you entered in your HTML email to this Plain Text version.
 
User-added image

5 Preview your template. In the top right, click Preview. View your email as an invitee would on a desktop, tablet, or mobile device. Click the X in the top right to return to the canvas and make any necessary changes.

Once you're done, click Save. Close out of the Email Designer.


6 Test your template. To send a test email to yourself or another user, hover over Send, and click Test. 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 Confirm Test Send.
 

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

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 Yes 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 Email Designer and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category.
 
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 send this email to registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

 Click Save.
 

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What can we do to make this article better?

Did this article resolve your issue?


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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 Flex events. If you're creating a Classic event, reference this article instead.

1 Access an invitation list. Begin by selecting your Flex 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 data tag icon 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 the 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 itFind 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.  
  • At the following date and time is generally used when you want a particular audience to receive this information all at once. If you choose this option, enter a date, time, and time zone. 

Click Finish.

3 Design your template. Click Design Email in the top right. Your canvas will be blank, aside from your footer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, building out your email.
 
NOTE: Some additional formatting, like custom fonts and rounded corners on buttons, may not render in the recipient's email. This is dependent on the settings of their email client.
 
 User-added image
 
NOTE: If your Flex event was created prior to October 31, 2018, you will not see the Build option to the right of the canvas. Instead, click Code. Customize the HTML code here and click Apply changes. Or, if you're not familiar with HTML code, click Switch to Build mode, then Yes, continue. Any code you've entered in Custom HTML mode will be lost once you switch over to Build mode.

To customize a block of text in the body of the email, click on the text widget. In the Configuration Options to the right of the canvas, change the colors of text, bold, italicize, and underline, adjust alignment, and insert bulleted lists, hyperlinks, and data tags.
 
User-added image

To customize its text and design, click Theme. This section will allow you to change the styling of your email without needing to individually customizing each widget you add. You can switch back and forth between the build and theme widgets as often as you need.
 
NOTE: Any changes to the theme will affect all email templates. If you want to only update the email you're creating, click Build, select a widget, click Customize under Styling Options, and make the necessary edits. You'll need to do this for each widget.

4 Establish your email settings. Click on the name of your email in the top-left to open the Event Email dropdown. Then click User-added image to the right of your email to open its settings.

Choose from the following email formats:
  • HTML only: Only the HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive an automatically rendered Plain Text version.
  • Plain Text only: Only the Plain Text version of the email will send. Colors, graphics, and additional formatting are not supported.
  • HTML and Plain Text: The HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive the Plain Text version that you are able to customize. This ensures that no one will receive a blank or incomplete version of your email, as you can control the text and hyperlinks that are used.
Click the radio button next to the email format you want to use.

Then, determine if you want to use the applied header and footer, or none, and if you want to enable click-tracking for the HTML email.
 
User-added image

Click Apply.

To customize the Plain Text version of your email, use the Format dropdown in the top-right of the canvas to select Plain Text.

 
User-added image
 
Click Text to the right of the canvas, then continue customizing your email content. Make it easier on yourself by clicking Copy text from HTML email to automatically copy the text and hyperlinks that you entered in your HTML email to this Plain Text version.
 
User-added image

5 Preview your template. In the top right, click Preview. View your email as an invitee would on a desktop, tablet, or mobile device. Click the X in the top right to return to the canvas and make any necessary changes.

Once you're done, click Save. Close out of the Email Designer.


6 Test your template. To send a test email to yourself or another user, hover over Send, and click Test. 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 Confirm Test Send.
 

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

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 Yes 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 Email Designer and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category.
 
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 send this email to registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

 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
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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 Flex events. If you're creating a Classic event, reference this article instead.

1 Access an invitation list. Begin by selecting your Flex 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 data tag icon 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 the 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 itFind 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.  
  • At the following date and time is generally used when you want a particular audience to receive this information all at once. If you choose this option, enter a date, time, and time zone. 

Click Finish.

3 Design your template. Click Design Email in the top right. Your canvas will be blank, aside from your footer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, building out your email.
 
NOTE: Some additional formatting, like custom fonts and rounded corners on buttons, may not render in the recipient's email. This is dependent on the settings of their email client.
 
 User-added image
 
NOTE: If your Flex event was created prior to October 31, 2018, you will not see the Build option to the right of the canvas. Instead, click Code. Customize the HTML code here and click Apply changes. Or, if you're not familiar with HTML code, click Switch to Build mode, then Yes, continue. Any code you've entered in Custom HTML mode will be lost once you switch over to Build mode.

To customize a block of text in the body of the email, click on the text widget. In the Configuration Options to the right of the canvas, change the colors of text, bold, italicize, and underline, adjust alignment, and insert bulleted lists, hyperlinks, and data tags.
 
User-added image

To customize its text and design, click Theme. This section will allow you to change the styling of your email without needing to individually customizing each widget you add. You can switch back and forth between the build and theme widgets as often as you need.
 
NOTE: Any changes to the theme will affect all email templates. If you want to only update the email you're creating, click Build, select a widget, click Customize under Styling Options, and make the necessary edits. You'll need to do this for each widget.

4 Establish your email settings. Click on the name of your email in the top-left to open the Event Email dropdown. Then click User-added image to the right of your email to open its settings.

Choose from the following email formats:
  • HTML only: Only the HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive an automatically rendered Plain Text version.
  • Plain Text only: Only the Plain Text version of the email will send. Colors, graphics, and additional formatting are not supported.
  • HTML and Plain Text: The HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive the Plain Text version that you are able to customize. This ensures that no one will receive a blank or incomplete version of your email, as you can control the text and hyperlinks that are used.
Click the radio button next to the email format you want to use.

Then, determine if you want to use the applied header and footer, or none, and if you want to enable click-tracking for the HTML email.
 
User-added image

Click Apply.

To customize the Plain Text version of your email, use the Format dropdown in the top-right of the canvas to select Plain Text.

 
User-added image
 
Click Text to the right of the canvas, then continue customizing your email content. Make it easier on yourself by clicking Copy text from HTML email to automatically copy the text and hyperlinks that you entered in your HTML email to this Plain Text version.
 
User-added image

5 Preview your template. In the top right, click Preview. View your email as an invitee would on a desktop, tablet, or mobile device. Click the X in the top right to return to the canvas and make any necessary changes.

Once you're done, click Save. Close out of the Email Designer.


6 Test your template. To send a test email to yourself or another user, hover over Send, and click Test. 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 Confirm Test Send.
 

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

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 Yes 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 Email Designer and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category.
 
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 send this email to registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

 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 Flex events. If you're creating a Classic event, reference this article instead.

1 Access an invitation list. Begin by selecting your Flex 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 data tag icon 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 the 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 itFind 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.  
  • At the following date and time is generally used when you want a particular audience to receive this information all at once. If you choose this option, enter a date, time, and time zone. 

Click Finish.

3 Design your template. Click Design Email in the top right. Your canvas will be blank, aside from your footer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, building out your email.
 
NOTE: Some additional formatting, like custom fonts and rounded corners on buttons, may not render in the recipient's email. This is dependent on the settings of their email client.
 
 User-added image
 
NOTE: If your Flex event was created prior to October 31, 2018, you will not see the Build option to the right of the canvas. Instead, click Code. Customize the HTML code here and click Apply changes. Or, if you're not familiar with HTML code, click Switch to Build mode, then Yes, continue. Any code you've entered in Custom HTML mode will be lost once you switch over to Build mode.

To customize a block of text in the body of the email, click on the text widget. In the Configuration Options to the right of the canvas, change the colors of text, bold, italicize, and underline, adjust alignment, and insert bulleted lists, hyperlinks, and data tags.
 
User-added image

To customize its text and design, click Theme. This section will allow you to change the styling of your email without needing to individually customizing each widget you add. You can switch back and forth between the build and theme widgets as often as you need.
 
NOTE: Any changes to the theme will affect all email templates. If you want to only update the email you're creating, click Build, select a widget, click Customize under Styling Options, and make the necessary edits. You'll need to do this for each widget.

4 Establish your email settings. Click on the name of your email in the top-left to open the Event Email dropdown. Then click User-added image to the right of your email to open its settings.

Choose from the following email formats:
  • HTML only: Only the HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive an automatically rendered Plain Text version.
  • Plain Text only: Only the Plain Text version of the email will send. Colors, graphics, and additional formatting are not supported.
  • HTML and Plain Text: The HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive the Plain Text version that you are able to customize. This ensures that no one will receive a blank or incomplete version of your email, as you can control the text and hyperlinks that are used.
Click the radio button next to the email format you want to use.

Then, determine if you want to use the applied header and footer, or none, and if you want to enable click-tracking for the HTML email.
 
User-added image

Click Apply.

To customize the Plain Text version of your email, use the Format dropdown in the top-right of the canvas to select Plain Text.

 
User-added image
 
Click Text to the right of the canvas, then continue customizing your email content. Make it easier on yourself by clicking Copy text from HTML email to automatically copy the text and hyperlinks that you entered in your HTML email to this Plain Text version.
 
User-added image

5 Preview your template. In the top right, click Preview. View your email as an invitee would on a desktop, tablet, or mobile device. Click the X in the top right to return to the canvas and make any necessary changes.

Once you're done, click Save. Close out of the Email Designer.


6 Test your template. To send a test email to yourself or another user, hover over Send, and click Test. 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 Confirm Test Send.
 

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

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 Yes 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 Email Designer and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category.
 
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 send this email to registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

 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 Flex events. If you're creating a Classic event, reference this article instead.

1 Access an invitation list. Begin by selecting your Flex 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 data tag icon 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 the 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 itFind 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.  
  • At the following date and time is generally used when you want a particular audience to receive this information all at once. If you choose this option, enter a date, time, and time zone. 

Click Finish.

3 Design your template. Click Design Email in the top right. Your canvas will be blank, aside from your footer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, building out your email.
 
NOTE: Some additional formatting, like custom fonts and rounded corners on buttons, may not render in the recipient's email. This is dependent on the settings of their email client.
 
 User-added image
 
NOTE: If your Flex event was created prior to October 31, 2018, you will not see the Build option to the right of the canvas. Instead, click Code. Customize the HTML code here and click Apply changes. Or, if you're not familiar with HTML code, click Switch to Build mode, then Yes, continue. Any code you've entered in Custom HTML mode will be lost once you switch over to Build mode.

To customize a block of text in the body of the email, click on the text widget. In the Configuration Options to the right of the canvas, change the colors of text, bold, italicize, and underline, adjust alignment, and insert bulleted lists, hyperlinks, and data tags.
 
User-added image

To customize its text and design, click Theme. This section will allow you to change the styling of your email without needing to individually customizing each widget you add. You can switch back and forth between the build and theme widgets as often as you need.
 
NOTE: Any changes to the theme will affect all email templates. If you want to only update the email you're creating, click Build, select a widget, click Customize under Styling Options, and make the necessary edits. You'll need to do this for each widget.

4 Establish your email settings. Click on the name of your email in the top-left to open the Event Email dropdown. Then click User-added image to the right of your email to open its settings.

Choose from the following email formats:
  • HTML only: Only the HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive an automatically rendered Plain Text version.
  • Plain Text only: Only the Plain Text version of the email will send. Colors, graphics, and additional formatting are not supported.
  • HTML and Plain Text: The HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive the Plain Text version that you are able to customize. This ensures that no one will receive a blank or incomplete version of your email, as you can control the text and hyperlinks that are used.
Click the radio button next to the email format you want to use.

Then, determine if you want to use the applied header and footer, or none, and if you want to enable click-tracking for the HTML email.
 
User-added image

Click Apply.

To customize the Plain Text version of your email, use the Format dropdown in the top-right of the canvas to select Plain Text.

 
User-added image
 
Click Text to the right of the canvas, then continue customizing your email content. Make it easier on yourself by clicking Copy text from HTML email to automatically copy the text and hyperlinks that you entered in your HTML email to this Plain Text version.
 
User-added image

5 Preview your template. In the top right, click Preview. View your email as an invitee would on a desktop, tablet, or mobile device. Click the X in the top right to return to the canvas and make any necessary changes.

Once you're done, click Save. Close out of the Email Designer.


6 Test your template. To send a test email to yourself or another user, hover over Send, and click Test. 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 Confirm Test Send.
 

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

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 Yes 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 Email Designer and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category.
 
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 send this email to registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

 Click Save.
 

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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 Flex events. If you're creating a Classic event, reference this article instead.

1 Access an invitation list. Begin by selecting your Flex 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 data tag icon 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 the 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 itFind 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.  
  • At the following date and time is generally used when you want a particular audience to receive this information all at once. If you choose this option, enter a date, time, and time zone. 

Click Finish.

3 Design your template. Click Design Email in the top right. Your canvas will be blank, aside from your footer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, building out your email.
 
NOTE: Some additional formatting, like custom fonts and rounded corners on buttons, may not render in the recipient's email. This is dependent on the settings of their email client.
 
 User-added image
 
NOTE: If your Flex event was created prior to October 31, 2018, you will not see the Build option to the right of the canvas. Instead, click Code. Customize the HTML code here and click Apply changes. Or, if you're not familiar with HTML code, click Switch to Build mode, then Yes, continue. Any code you've entered in Custom HTML mode will be lost once you switch over to Build mode.

To customize a block of text in the body of the email, click on the text widget. In the Configuration Options to the right of the canvas, change the colors of text, bold, italicize, and underline, adjust alignment, and insert bulleted lists, hyperlinks, and data tags.
 
User-added image

To customize its text and design, click Theme. This section will allow you to change the styling of your email without needing to individually customizing each widget you add. You can switch back and forth between the build and theme widgets as often as you need.
 
NOTE: Any changes to the theme will affect all email templates. If you want to only update the email you're creating, click Build, select a widget, click Customize under Styling Options, and make the necessary edits. You'll need to do this for each widget.

4 Establish your email settings. Click on the name of your email in the top-left to open the Event Email dropdown. Then click User-added image to the right of your email to open its settings.

Choose from the following email formats:
  • HTML only: Only the HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive an automatically rendered Plain Text version.
  • Plain Text only: Only the Plain Text version of the email will send. Colors, graphics, and additional formatting are not supported.
  • HTML and Plain Text: The HTML version of the email will send. If the recipient's mailbox cannot accept HTML emails, they'll receive the Plain Text version that you are able to customize. This ensures that no one will receive a blank or incomplete version of your email, as you can control the text and hyperlinks that are used.
Click the radio button next to the email format you want to use.

Then, determine if you want to use the applied header and footer, or none, and if you want to enable click-tracking for the HTML email.
 
User-added image

Click Apply.

To customize the Plain Text version of your email, use the Format dropdown in the top-right of the canvas to select Plain Text.

 
User-added image
 
Click Text to the right of the canvas, then continue customizing your email content. Make it easier on yourself by clicking Copy text from HTML email to automatically copy the text and hyperlinks that you entered in your HTML email to this Plain Text version.
 
User-added image

5 Preview your template. In the top right, click Preview. View your email as an invitee would on a desktop, tablet, or mobile device. Click the X in the top right to return to the canvas and make any necessary changes.

Once you're done, click Save. Close out of the Email Designer.


6 Test your template. To send a test email to yourself or another user, hover over Send, and click Test. 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 Confirm Test Send.
 

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

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 Yes 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 Email Designer and insert the {[E-EMAIL WEBPAGE LINK]} data tag, found under the Event Email Webpage category.
 
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 send this email to registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

 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.