General FAQ - Sending Emails

The system sends text or HTML (web-based) emails in the following situations.

A registrant completes an online registration form for an event that is set up to automatically send email confirmation messages.
The registration contact can elect to receive an email copy of attendees who complete the attendee's online registration.
The housing manager can elect to receive an email copy of attendees who complete a housing request.
The travel manager can elect to receive an email copy of attendees who complete a travel request.
The planner can send an individual message to a single profile or registration.
The planner can send a message to a group of profiles or registrations.
Email messages can be saved and re-used for future message batches or events.

In order to send a message to a group of profiles or registrations, the planner must first assemble the group.

This can be done by running a report with a delivery method of the Results window or Formatted HTML.
Searching for registrations (Registrations > Query Registrations).
After the results set is returned, click Compose Email to create a message.
After typing and formatting the email, send it to the group.
If you wish, you can use a pre-defined Email template as the basis for the email if one has been pre-configured as part of the event.

After the results set is returned, click Compose Email to create a message.
After typing and formatting the email, send it to the group.
If you wish, you can use a pre-defined Email template as the basis for the email if one has been pre-configured as part of the event.

Messages can be sent to individual profiles or registrations using the Email tab inside the profile or registration record.

The process of creating and sending email is exactly the same as creating email for a group of attendees.