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, housing manager, and/or travel manager can elect to receive an email copy of any attendees who register online and complete their registration, housing request, or travel request, respectively.
• 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.

Sending a Message to a Group of Registrations

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 search returns a results set, click Compose Email in order 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.

Sending a Message to an Individual Registration or Profiles

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.