Automated Emails are a key method of communicating with stakeholders and are part of the Communications functionality. There are a wide range of Automated Email types, each one used for a different piece of functionality.
Automated Emails are sent based on a User's action in the Platform. This includes items like Registration Confirmations and Password Changes.
Each automated email is created with default content that can be customised to suit your needs.
All Automated Emails are Disabled by default and must be enabled by an Admin.
Edit and manage Automated Emails
At least one User for the email to be sent to
Within the Admin Tools Dashboard, navigate to the “Communications” module and then “Automated Emails” via the charcoal navigational bar on the left-hand side of the platform.
Click the black ‘Actions’ button and then the ‘Edit’ pencil to the far-right of the notification you would like to edit.
Within the 'Subject Line' field, add a subject line for the email.
Within the 'From Line' field, add who you would like the email to be sent from. Or, you can leave it blank, and it will be sent from the name of the Tenant.
Within the 'Header Text' field, enter a line of text that to display in the header banner of the email. This line will not be visible if you have added an Image to the Email Header Banner Image section in the Tenant settings, see "How To: Create Tenant"
Within the 'Email Body' field, input the body of the email you'd like to send. Do not edit/copy/paste any of the strings defined in {{ }} or as {% %} as they are hardcoded into the particular Trigger Notification and will be replaced by dynamic content.
Within the 'Footer Text' field, add a line of text to display in the footer banner of the email.
Under 'Send Email', select Enabled.
Click 'Submit'.
Under the 'Send Email' column, once a notification is Enabled, it will say 'True'. If Disabled, it will say 'False'.
Prior to enabling a Trigger Notification, you may wish to send yourself a test to proof first.
Within the Admin Tools Dashboard, navigate to the “Marketing” module and then 'Notifications' via the charcoal navigational bar on the left-hand side of the platform.
Click the ‘Trigger Notifications’ tab on top of the screen.
Click the black “Actions” button and then 'Send a Test Email' from the dropdown to the far-right of the applicable notification.
Within the 'Send To' field, input your email address.
Click 'Send Test Email', and you should receive the email shortly.
Please note that any inbuilt links within the email will be generic URLs for testing purposes only, not valid addresses.
A list of Automated Emails, their inclusions and when they're triggered to send if Enabled:
Function | |
request_details_change_notifier | |
booking_com_section | |
cart_48_hours_reminder | |
event_registration_mode_changed | |
lead_list_mailer | |
footer | |
| mailkick_unsubscribed_notifier | |
header | |
lead_notifier_mailer | sent to the email address linked to a Sponsor/Exhibitor booth when a Delegate submits a Lead form. It contains the name of the User, as well as the contents of the completed Lead form. |
meeting_acceptance_notifier | sent to the Delegate who proposed a meeting with another Delegate when their invitation is accepted. It contains a link to the profile page of the person who accepted the meeting, a link to join the meeting, as well as all the meeting details (date, time etc.). |
meeting_cancelation_notifier | sent to the Delegates concerned when a meeting is cancelled. |
meeting_rejection_notifier | sent to the Delegate who proposed a meeting with another Delegate when the invitation is rejected. |
registration_import_mailer | |
user_import_mailer | sent to Delegates when they are added/imported as a User onto the platform. It contains a personalised link to the platform to set their password, as well as a Magic Link to log into the platform without setting their password and an expiry date for that Magic Link. |
contact_form_mailer | sent to the email address input within the 'Support Email' field under the Tenant settings when a Delegate submits a Contact form. It contains the name of the User, as well as the contents of the completed Contact form. |
new_meeting | sent to a Delegate when another Delegate proposes a meeting with them. It contains a link to the profile page of the person who proposed the meeting, a link to join the meeting, as well as all the meeting details (date, time etc.). |
pass_code_token | |
registration_payment_first_invoice_paid_forms_complete | |
registration_forms_first_invoice_paid_forms_complete | |
registration_payment_first_credit_card_paid_forms_incomplete | |
registration_payment_first_invoice_paid_forms_incomplete | |
group_registration_invoice_paid | |
group_registration_invoice_unpaid | |
post_comment_notification | |
order_refund_receipt | |
register_account | |
registration_cancellation | sent to a Delegate when their Registration is cancelled by Admin. Delegate Type specific instructions can be included. |
registration_payment_first_invoice_unpaid_forms_complete | |
registration_payment_first_credit_card_paid_forms_complete | |
registration_forms_first_free_paid_forms_complete | |
registration_forms_first_credit_card_paid_forms_complete | |
registration_payment_first_free_paid_forms_incomplete | |
registration_forms_first_invoice_unpaid_forms_complete | |
registration_invoice_confirm_notifier | sent to a Delegate who elects to pay via Invoice, with their invoice attached, noting that their Registration is not complete until payment is received. Delegate Type specific instructions can be included. |
registration_payment_first_invoice_unpaid_forms_incomplete | |
reset_password_instructions | sent to a Delegate when they click 'Forgot Your Password?' on the Log In page. Includes a link to reset their password. |
password_reset_notifier | |
session_introduction | |
registered_for_session | sent to a Delegate when they have successfully registered for a Session. Includes Session details. |
speaker_instruction | sent to a Speaker to notify them that they have invited to speak at the Event. Email includes a link for the Speaker to complete their speaker profile. |
speaker_set_password | sent to a speaker as a reminder to complete their speaker profile |
talk_content_uploaded | sent to a Delegate when they have uploaded content for their Talk |
| user_defined | |
connected_users_list_mailer | |
email _address_verification_notifier | |
cpd_certificate | sent to a Delegate when they click 'Email Certificate' on their 'My CPD' dashboard. Includes a copy of the Certificate and a breakdown of the units earned. |
email_changed | sent to a Delegate when the email address assigned to their User Account has been changed. |
form_response_completed | |
magic_link | sent to a Delegate when Admin click the black 'Send User a Login Link' button on the User list page. It contains a link that will automatically log the Delegate in once clicked. How long the link is valid for can be set via the 'Login Link Expiration Length' field under Tenant settings. |
password_change | sent to a Delegate when their password has been changed. |
refund_paid_mailer | |
session_calendar_ics | |
talk_content_approved | sent to a Delegate when their Talk submission has been accepted by Admin. |
talk_content_rejected | sent to a Delegate when the content they have uploaded for their Talk has been rejected by Admin. |
talk_content_download | |
group_registration_invite |