Email Templates + Automated Emails

How to create and edit email template, plus, how do automated emails work?

Editing Email Templates

  1. Head to settings → email
  2. To edit "system emails" or "template emails" simply click on the row to edit the email.
    Screen Shot 2023-04-06 at 5.16.08 PM
  3. Once you have clicked on the email you would like to edit, you will have the option to personalize, attach, and hyperlink.
    Screen Shot 2023-04-06 at 5.19.17 PM
  4. The personalize field will autofill any of the following information about each particular event!
    Screen Shot 2023-04-06 at 5.19.31 PM

Adding Template Emails

  1. Head to settings → email settings
  2. Scroll to "template emails" and hit "add"
    Screen Shot 2023-04-06 at 5.29.39 PM
  3. Follow the same steps as above to edit as you need! All of your templates will show up in a list while emailing once you hit "templates." 

Automated Emails - How do they work?

Automated emails go out based on: 
  1. What stage the event is in

  2. The number of days before or after an event. 

You are able to toggle automated emails on or off, and edit however you would like!

Screen Shot 2023-04-06 at 5.49.57 PMPlease note: automated emails will go out to ALL of your events when toggled on, or NONE of your events when toggled off.