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How to create email templates
How to create email templates

Learn to create and customize email templates to optimize communication with your attendees.

Updated over a month ago

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

  1. Log into the Studio.

  2. Open the Community: Navigate to the community where you want to create the template.

  3. Navigate to Emails: Go to the Emails section.

  4. 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:

  1. Log into the Studio.

  2. Open the Event: Select the event for which you want to use the template.

  3. Navigate to Communication ➡️ Emails.

  4. 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

  1. Properties: Enter the subject of your email template.

  2. 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

  3. 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.


The email feature in your event management platform is a vital tool for maintaining effective communication with your attendees. By creating and customizing email templates, you can ensure that your messages are professional, consistent, and tailored to your audience. This not only enhances the attendee experience but also streamlines your communication efforts, making it easier to keep everyone informed and engaged. Utilize the email feature to its fullest potential to maximize the success of your event and ensure a seamless and engaging experience for all participants.

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