General FAQ - Sending Emails

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

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 assembly can be done by running a report or searching for 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 a pre-defined Email template is available, the planner can use a pre-defined Email template as the basis for the email if one has been pre-configured as part of the event.

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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.

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