To send an email to the selected registrant
To send an email to the selected registrant:
1. Select an email template.
2. Make any necessary modifications or leave unchanged.
3. Preview the email.
4. Send the email.
Access path
Access via: (Event) > Manage > Registrations > (Registration) > Email.
Select Email Template
1. Choose an Email Template from the drop-down list.
2. Click Select.
Email Message
The email message will contain the following fields, which you can edit as necessary.
To
- To – This field is automatically filled with the registrant's name.
Reply To
- Reply To – This field is automatically filled with the email address of the registration contact for the event.
- When the email is received by a registrant, this address will appear in the email's From field.
CC
- CC (Optional) – Enter one or more additional email addresses to carbon copy other recipients.
BCC
- BCC (Optional) – Enter one or more additional email addresses to blind carbon copy other recipients.
Append
- Append (Optional) – To insert various data fields (dynamic values) from the registrant's profile into the Subject line or Message body, select a value from the Append list.
- Click the Subject or Message button.
Subject
- Subject – The subject line for the email.
Message
- Message – The body of the email.
- The body can contain text, dynamic values, HTML, and/or images.
Message (body text)
- Message – The body text of the email.
- The body text can contain text, dynamic values, HTML, and/or images.
- The usual editing features are available unless the Enable Editor? check box is cleared.
Enable Editor?
- Enable Editor? – If this check box is selected (as it is by default), the Message body can be edited using standard controls for formatting, etc.
- See additional instructions about using the Editor.
- You can clear the check box in order to edit the Message body in a simple text box.
- The simple text box can still include HTML code if Send as HTML? is selected.
Display
- Display is part of the email message options.
Send as HTML?
- Send as HTML? – If selected (as it is by default), the message will be sent as HTML instead of as plain text.
Include event's display shell?
- Include event's display shell? – If Send as HTML is selected, then an option to include the event's HTML display shell (defined in Plan > Configure > Display) is available.
Options
Include Registration Confirmation?
- Include Registration Confirmation? (Optional) – If selected, the registrant's confirmation information is added to the bottom of the email.
- This option can be useful to remind the attendee of his or her registration details.
Attachment
- Attachment (Optional) – Select a file to attach to the email.
> Note: The file must already be uploaded to your event in Certain before you can attach it to an email. > Click Upload new to add a new file to the drop-down list.
Attach Itinerary PDF
- Attach Itinerary PDF – If selected, a PDF will be attached to the email, detailing the registrant's itinerary.
- The appearance and default content of the itinerary are defined on Promote > Communication > Itinerary.
- If you do select Attach Itinerary PDF, additional check boxes (dependant on the modules enabled for the event) are displayed for you to select choose whether the itinerary should include Appointments, Agenda Items and/or Travel Flights.
- Those selections override the default selections in Itinerary Settings page (Promote > Communication > Itinerary).
Previewing the Email
To avoid errors, preview the email before sending it.
To see a preview of the message (including the delivery and from addresses), click Preview.
Sending the Email
To send the email, click Send Email NOW.
> Caution: To avoid sending multiple emails, do not click this button more than once!
To verify that the email has been sent, wait for the page to refresh, then click the green! icon in the right-hand corner of the page's title bar.