If you are looking for how to use Cohosted Events go here, if you're looking for enabling Cohosted and other settings, please refer to this article
Chapter Team Collaboration Notification
You will find a new Automated email in your instance titled "Chapter Team Collaboration Notification". This email alerts chapter members that a cohosting event has been added to their chapter.
-
Navigate to Admin Dashboard → Emails → Automated emails → Chapter Team Collaboration Notification email
-
Feel free to edit the copy of the email to better fit your style
How to add dynamic content
You will notice a "person adding cohost event" and a "List of collaborating chapters". These are dynamic fields that you can use to show the organizer which user added the chapter to their chapter, as well as which chapters the event has been added to.
-
When editing the email, select one of the edit boxes
-
Type
*
to bring up some dynamic fields -
start typing "Person" to bring up the dynamic field titled "Person adding cohost event"
-
select to add it in place
Please note: This email only works when the Cohosted Setting is enabled under Admin Dashboard → Settings → general tab and Enable Cohosted is enabled. See here for more info: Cohosted event settings.
If the organizer is part of several chapters, they will receive a list of up to 30 chapters mentioned in the email.
Chapter Team Survey
If you have Chapter Team Post Event Survey
the option enabled, then you can email all collaborating chapter team members once the event has completed.
You may either leave the old email enabled (If they want the wrap-up email to be sent separately) or disable the old email that sends the Team Survey link through.
Steps to set up the email
-
Navigate to the "Emails" section in the Admin Dashboard
-
Select the "Automated Emails" tab
-
Create a new email
-
Fill in the Title and Subject of your choosing
-
Choose the audience "Event Chapter Teams"
-
Do not fill out the "content" section
-
Trigger the email to send on "event end"
-
Ensure to send after the event ends (either immediately or a period after) — not before the event ends
-
-
Click save
-
Once saved, now go back and fill in the content details.
-
To do so, see the section below:
-
Add "rich text" content block by dragging and dropping the block into the section below it
-
To pull in dynamic content, type "*" and type what you are looking for. i.e., "Firstname" to pull in the first name of the leader the email will be going to
-
After filling out your message, type in the call to action. i.e., "Fill in the form"
-
Select the call to action text
-
in the dropdown that appears, select "Post event team survey URL"
-
Then while the text is highlighted, choose the "square" from the rich text options to convert the link into a button
-
-
-
Check the "Enable automated email" box
-
Save the email
Here is a walkthrough video