Automated emails

This article explains how to configure, edit, and add dynamic content to automated emails.

About automated emails

• Automated emails are marketing emails and are only sent to members who are subscribed to a chapter. Anyone can unsubscribe from automated emails at any time.
• As an administrator, you can manage and create automated emails. In your admin dashboard you can configure the email details, content, and customize the trigger for emails to be sent.
• Automated emails apply to all chapters. Chapters can not edit or create automated emails.

Unsubscribe removes a member from all emails for the chapter, including newsletters.

Default automated emails

By default, there are different automated emails loaded into your instance.

• 48-hour Reminder to Attendees
• 72-hour Reminder to People Without RSVP
• Welcome to Chapter
• 2 Week Event Reminder to Chapter Team
• New Event Published for Chapter Members
• Post-event survey
• Canceled Event
• Rescheduled Event

Edit automated emails

To edit Automated Emails, follow the steps below:

1. In the Admin dashboard, click Emails in the left-hand sidebar menu.
2. On the Automated Emails tab select the automated email to edit.
3. Make changes to the email, such as the audience, title, or email content.
   To enable an email, select the Automated Email Enabled check box.
4. Click Save.

Dynamic content 

Use dynamic tags to include content in the subject and body of your emails that generates automatically for the corresponding event. Dynamic tags appear after you selected a specific trigger for the email.

View a list of dynamic tags by typing an asterisk, and then start typing the name of a tag.

The different dynamic tags include:

Automated emails audience

There are different options for who you send an automated email to. These options include:

• Chapter team
• Chapter Members
• People with event ticket
• Chapter members without event ticket
• Attendees who checked in
• Attendees who did not check in
• Payment Lead
• Chapter member
• Sponsor Invoice Billing Email
• HQ Audience

• Users on event waitlist

• Chapter Team Member
• Post event survey non-responders

Edit text

To add text to your email, click and drag the rich text box where it says drop a component here.

The text in your emails can be edited to bold, italicize, create lists, add images and videos and much more. The text editor will appear when you highlight a piece of text. Additional options for editing appear with a small plus (+) icon.

Create buttons

1. In the text box, enter the display text for your link.
2. Highlight the text, and then select the link icon in the pop-up menu.
3. Enter a URL.
4. In the pop-up menu, click the box icon.
   This creates a button.
5. Click Save.

Create an automated email

1. In the Admin dashboard, select Emails in the left-hand sidebar menu.
2. On the Automated Emails tab, click New Email.
3. Configure the content of your email.
4. To enable this email, select the Automated Email Enabled check box.
5. Click Save.

Email triggers

Every automated email sends based on a trigger that is paired with time parameters. For example, if you wanted to send an email reminder about an event, you can set a trigger of Event Start with parameters of 2 hours and before. This would enable the email to send 2 hours before the start time of the event.

Configure a canceled event email

When an event is canceled, this automated email sends letting members know the event has been canceled. 

1. In the Admin dashboard, click Emails in the left-hand sidebar menu.
2. On the Automated Emails tab, select the Canceled Event email.
3. Configure the email text, and then enable the email.
4. Click Save.

Configure a rescheduled event email

When an event is rescheduled, that is when the date or time has changed or the venue has been updated , this automated email sends.

1. In the Admin dashboard, click Emails in the left-hand sidebar menu.
2. On the Automated Emails tab, select the Rescheduled Event email.
3. Configure the email text, and then enable the email.
4. Click Save.

Event updated trigger

When the Event Updated trigger is selected, automated emails are only sent to your selected audience when the specific event details are changed including:

• Start Date
• End Date
• Venue-specific Details
  • Address
  • City
  • Name
  • Zipcode