How To: Emails

How To: Emails

The 2 main sections within the ‘Communications’ menu are ‘Automated Emails’ and ‘Email Campaigns’. The difference between the 2 is the “Automated Emails” are triggered by an event or action taken. For example, when a person registers for an event, they will receive an automated “Registration completed” email. Whereas "Email Campaigns” are sent with an intention – For example, an email with a link to a survey could be scheduled post event, or an email reminder that the event is occurring in 3 days.  

There are 2 templates within ‘Automated Emails’ where you can modify a header and footer that will be used for all emails if enabled.  

  • The header is usually an email banner image of the event inserted at dimensions of 700 x 200 px 

  • For the footer, links to socials, website or a contact email for example can be pulled and linked to one of the 3 icons. The URLs will need to be inserted under Tenant Contact Details within ‘Tenants’ sub-menu found under the ‘Events’ menu.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Description automatically generatedIf you wish to remove the footer altogether, you enable the footer automated email and make the background colour transparent by deleting what’s there, along with deleting the socials/website link that’s defaulted: 

 

  • An unsubscribe feature is automatically generated at the bottom of every email sent out. 

All emails can be designed by clicking the ‘Actions’ dropdown followed by ‘Design Email.  

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  • Personalising the email to each event allows you to create and structure the emails easily using the drag and drop features.  

  • You can split the content up into columns, add buttons and dividers, create headings, and add images to name a few. 

  • There is also the option to use HTML if desired. 

  • ‘Merge Tags’ can be added which saves you entering certain information manually. Examples are event name, link to registration, etc. A new merge tag added is the option to add the event to the registrant’s calendar. This can be added as an automated merge tag link, or you can paste the merge tag URL as a hyperlinked work or a button. The URL is https://evexus.app/event/client/register/1/add-to-calendar. 

  • Note to use this feature, the Email Builder needs to be enabled within the ‘Events’ menu as mentioned previously. Edit the event by finding it in the list of event names displayed on the page and click the ‘Actions’ on the last column, dropdown and click on ‘Edit’. The Email Builder is within a section in the bottom right corner.  

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Once emails are built, ‘Send Email’ needs to be set to true otherwise they won’t trigger when expected.  

Some information on the different registration type emails that may cause confusion: 

  • When a delegate selects ‘invoice’ EFT payment method upon registration, they will initially be sent this emailregistration_forms_first_invoice_unpaid_forms_complete” which includes an invoice with the outstanding payment owed.  

  • Once payment has been made and reconciled on the platform by the admin user, they will subsequently be sent this emailregistration_payment_first_invoice_paid_forms_complete” with an invoice displaying $0.00 balance and confirmation that payment has been made. 

  • For delegates selecting ‘credit card’ payment method and have instantly paid their registration fee, they will receive the emailregistration_forms_first_credit_card_paid_forms_complete” with an invoice with $0.00 balance. 

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