Introduction
Emails are a powerful tool for ensuring effective and consistent communication with your event attendees. They streamline the communication process, ensuring that your messages reach the right audience at the right time. With the ability to set up email templates at the community level, you can maintain a consistent communication style across various events. This not only saves time but also enhances the professionalism and effectiveness of your communications.
By utilizing the email feature, you can keep attendees informed, engaged, and excited about your event.
How to create email templates
Email templates streamline the communication process, ensuring that your messages are professional and consistent. They can be created at the community level and used across various events, allowing you to maintain a uniform communication style.
To create email templates, follow these steps:
Choose a template
Log into the Studio.
Open the Community: Navigate to the community where you want to create the template.
Navigate to Emails: Go to the Emails section.
Create Template: Click on Create template from the top right-hand side.
You can also access email templates at the event level, but this will redirect you to the community:
Log into the Studio.
Open the Event: Select the event for which you want to use the template.
Navigate to Communication ➡️ Emails.
Select Email Templates: Click on Email templates from the top right-hand side.
💡 At this step, you will be redirected to the Community as email templates can only be created and edited at Community level.
5. Select the existing template you wish to base your template on.
Choose an email type
continuous email: this type of email will be sent to each new registrant. You can use it to let your attendees know that your event is live.
one-time email: these emails are essential to onboard and activate attendees before an event - for example, for attendees who have signed up but haven't performed any action in the app.
How can I change the email type?
It is not possible to change the email type currently. If you wish to change an email from continuous to one-time or vice versa, we recommend duplicating an existing template and choosing another type.
Edit template details
Properties: Enter the subject of your email template.
Content:
choose a image type: either a default email header image or add your own
choose a redirection when clicking on header image (event, community or exhibitor center links)
edit the body of the email
choose a redirection when clicking on a button
button text
Blocks: You can drag available blocks and drop them in a specific position in the email preview.
In the content section of the email, you can edit each block by clicking on it.
While you're editing your email, you can check a preview on the left side.
To enhance personalization in your emails, there are three distinct content variables available:
##{{{first_name}}} = First name of the recipient
##{{{event_name}}} = Name of your Event
##{{{application_name}}} = Name of your Branded App
As you scroll through the preview window, there's a link titled "New block." By clicking on it, you can add extra blocks to your email.
How to send your emails
You can only send emails from the event, not the community.
To send an email, follow these steps :
Open the Studio.
Navigate to Communications ➡️ Emails.
Select the campaign you want to create an email for.
Click on Create email.
Choose a system template or a template you've created and a sending date.
Click on Create.
This is what your email will look like under your campaign.
To send it, just click on Enable. It will be sent based on the type of email it has been configured to (one-time or continuous).
N.B.: Only continuous emails can be enabled if the event hasn't been published yet. All the other emails can be enabled only after the event is published.
How to set up an email header
You can set up a default email header to personalize your transactional emails with unique, branded imagery, enhancing brand consistency and customer engagement. This customization improves email recognition, builds brand loyalty, and provides a more visually appealing customer experience.
To do so, open the Email manager and click on Email header, as shown in the gif below.
How to send yourself a test email from the Email Manager
With the Email Manager, you can send yourself a test email, before Emails are activated.
This will allow you to get a preview of the Email which will be sent to your Participants, directly from your mailbox.
Go to Studio ➡️ Event ➡️ Communications ➡️ Emails
Select the email that you want to send and then click on the Send Test Email button.
Type in the name of the Participant (you!) in the search field and click Send Test Email. Please ensure that you have already added yourself as an Attendee before sending the email.
Swapcard’s email tools help you deliver relevant, timely, and personalized messages to your attendees with minimal effort. By combining email templates, campaign targeting, and branding options, you ensure that communication is clear and consistent throughout the attendee journey. The result is a more informed, engaged, and satisfied audience—and a smoother experience for you as the event organizer.
Use email campaigns to maximize your outreach and make every attendee touchpoint count.