Session reminder emails can now be automatically sent on a scheduled basis relative to the session start time. (ex. 15 minutes, 1 hour, 24 hours etc...)
Session Reminder emails include all session specific Dynamic Data Fields (DDF’s) in addition to a subset of other Profile, Registration and Event DDF’s.
For Digital events, Session Reminder emails can include the attendee-specific Join URL. The Join URL can appear at the top of the attendee’s inbox. The Join URL can be available at the moment the session starts.
A reminder can be scheduled between 15 minutes and 1 month prior to the session. Session reminders can be sent to all session instances. Session reminders can be sent to a subset of session instances using filters. Session reminders can be sent to individual session instances.
Tools assist with testing Session Reminder templates. Tools assist with ensuring Session Reminder templates look correct before sending. Reporting tools show which attendees were sent reminders. Reporting tools show who opened reminders. A tool can instantly send a reminder to all registrants of a session.
A framework supports sending reminders on-time and at scale. The framework is extendable.
Future actions can include sending SMS messages to registrants. Future actions can include other actions.
Sample Use Cases
- Digital Events/Webinars - Receipt of a reminder that includes a personalized join URL moments prior to the event is critical to ensure maximum attendance and tracking of event engagement. Schedule a 15-minute reminder.
- Recurring Classes - Sessions leveraged as classes scheduled weekly, monthly or daily. Schedule a 24-hour reminder email
- 1 on 1 Appointments - Sessions leveraged as 1 on 1 appointments either in-person or virtually with a buyer or prospect. Send a 24-hour, 1-hour an/or 15-minute reminder.
How do I enable Session Reminders?
Session reminders are available within accounts and events enabled with Conference Sessions. Conference Sessions is a sub-module of the Speaker and Session Management module.
Session Catalog must also be enabled. Session Catalog requires engaging with a Customer Success Manager (CSM) or Certain Support. Certain Support submits a ticket on the customer’s behalf.
Session Reminders are not available to clients on app.certain.com.
Upgrading to the Enterprise edition and a branded domain can be requested by contacting a CSM.
Where do I set up my reminder email templates?
Session reminder email templates are configured within an event under Promote>Communication>Email Templates>Session Reminders.
A new Email Templates landing page describes five possible types of templates. The available types are based on modules enabled for the event.
- Registration
- Speaker
- Reviewer
- Digital Events
- Session Reminder
If none of the template options are visible, the Conference Sessions module is not enabled for the event. The Conference Sessions module is under Plan>Options>Functional Areas Needed by This Event.
Events enabled for Conference Sessions include default email reminder templates for 15 minutes and 1 hour. Default templates can be edited. New templates can be created from scratch.
How do Session Reminder templates differ from the other email templates?
Email template types differ based on Dynamic Data Fields (DDFs) available to be appended to the email. Email template types differ based on the audience of the communication (ex. Event registrations, Speakers, Reviewers, Session Attendees...)
Session Reminder Templates include the following DDFs:
| Standard Profile Fields First Name Middle Name Last Name Email Organization Username Standard Registration Fields Reg Code Registration UUID Attendee Type Name Date Completed Standard Event Fields Event Name Event Code Event Start-Date-time Event End-Date-time Event Time Zone Session Webinar Fields (For Digital Events – Zoom/On24 Connected) Webinar Title Webinar Start Date-Time Webinar End Date-Time Webinar Description Webinar Time Zone Webinar Integration Type | Session Fields Title Description Code Speaker(s) Start Date Start Time End Date End Time Type Name Track Name Track Color Location Fee Level Name Abstract Capacity CEU Credits Industries Job Functions Tags Waitlisted Count Reg Session Fields Registration Session Status Reg Session Webinar Fields Session Reg Join URL | | --- | --- |
Session reminder emails are time-sensitive. Session reminder emails may be sent to a large number of registrants. Session reminders are lean. All options and DDFs of standard registration email templates are not included.
DDFs that are excluded from Session Reminder Templates
- Content Blocks
- Display Rules
- Custom Event Data Fields
- Custom Event Display Fields
- Event Location Fields
- Registration Contact Fields
- Group Fields
- Reg Webinar Fields
Other options that are also excluded
- Include event’s display shell
- Use as the template for Forgot Password
- Attachments
- Schedule Settings (see below for how to schedule session reminders)
How do I schedule a session reminder?
Reminders are configured under Manage>Speakers & Sessions>Setup>Reminders.
1. Add a new reminder. 2. Give the reminder a descriptive name. (Ex. 15 Mins – All Instances) 3. Select a session reminder email template. 4. Choose a reminder schedule. 5. Select the session instances that will receive the reminder email. 1. All Session Instances 1. All registrants in a Registered session status that are Complete will be sent the reminder email. 2. Session Instances by Filter 1. All registrants in a Registered session status for session instances that meet the criteria defined in the filters that are Complete will be sent the reminder email. 3. Selected Session Instances 1. All registrants in a Registered session status for the selected session instances that are Complete will be sent the reminder email. 6. Save the reminder.
How can I test sending a reminder email template?
1. From the list of Session Reminders, select the Test Session Reminder action from the Send Actions column. 2. Select a session instance to populate the dynamic fields within the email template. 3. The Test Recipient Email will be populated with the email address associated with the logged in user. 4. The list of Registrations displayed in the table below includes registrants from the selected session instance. 5. If the event is in a Live status, live (non-test) registrations will be displayed. 6. If the event is in a ‘Testing’ status, test registrations will be displayed. 7. Press ‘Send’ to send the test message. 8. Once the reminder(s) has been sent, you’ll see a summary log of the status of the test send. 9. The summary log can be refreshed by selecting the ‘Refresh’ icon to the right of ‘Summary’.
How can I send a One-Time Reminder to all the registrants of a session?
1. From the list of Session Reminders, select the Send one-time reminder action from the Send Actions column. 2. Select a session instance and select ‘Send’.
Note that in the future we will expand this feature to allow for one-time sends to one or more registrants.
Can I send a One-Time Reminder to all the registrants of multiple sessions at the same time?
Yes. A mass actions tool was added to the sessions list.
How can I confirm if a Session Reminder was sent at the scheduled time?
1. From the list of Session Reminders, select the Summary action from the Send Actions column. 2. Select the Reminder and the Session Instance to view the summary.
Note that when viewing the Session Reminders list, ADHOC refers to messages sent as Test and One-Time Reminders.
I see a new ‘Bell’ icon in the list of Session Instances. What’s up with that?
When in doubt, click it and find out. Upon click of the icon, a modal window will appear with all scheduled reminders for that session instance.
From the action(s) column, preview the body of the email template to be sent. Enable/disable individual reminders from being sent.
Note that the same option is also available when editing a session instance.
Are Session Reminder emails logged in the registration history?
Yes. Session Reminder emails are logged in the registration history just like confirmation emails and emails sent via mass action.
Are Session Reminders copied a part of event copy and event creation from templates?
Yes. Both Session Reminder Email Templates and Reminder schedules are copied during Event Copy.
Reminders not copied are those set to be sent for Selected Session Instances.
Are Session Reminder emails tracked in Email Analytics?
Yes. Session Reminder emails are tracked just like confirmation emails and emails sent via mass action.