Automated email triggers, audience, and dynamic tagging

Match each automated email trigger to a valid audience, then use dynamic tags (also called merge fields) such as First Name and Event Title. This page lists pairings, audience meanings, and every merge field that can appear in Title Reference, Subject, Email Content, links, and conditional modules.

Use this page when you set Trigger this email on, Audience, and dynamic tags (also called merge fields) on a marketing automated email. Dynamic tags / merge fields are placeholders Bevy replaces for each send — for example First Name, Event Title, or Event URL. For how to create the template, set delay, enable it, use Translations, and preview or cancel a send, see Automated emails.

Automated emails are marketing messages. They are not system emails. For the difference, see Understanding Bevy email types.

Note: Your community only lists triggers, audiences, and merge fields that exist for that tenant. If an option below does not appear, it is not enabled for your community.

Match trigger and audience

On the template form, choose an Audience and Trigger this email on. The Audience list does not automatically hide options that do not match the trigger. If the pair is invalid, Save shows an error that the audience cannot be associated with that occasion (and the reverse). Match the pair before you save.

Trigger this email on	Audiences you can pair with it
Event Start	Attendees who checked in Attendees who did not check in Chapter Members Chapter members without event ticket Chapter Team Payment Lead People with event ticket (All ticket types) People with hybrid event ticket People with in-person event ticket People with virtual event ticket — only when hybrid event tickets are enabled for your community Event Chapter Teams Chapter Team Role Users on event waitlist
Event End	Attendees who checked in Attendees who did not check in Chapter Members Chapter members without event ticket Chapter Team Payment Lead People with event ticket (All ticket types) People with hybrid event ticket People with in-person event ticket People with virtual event ticket — only when hybrid event tickets are enabled for your community Event Chapter Teams Chapter Team Role Users on event waitlist Post event survey nonresponders Chapter team members with view event permissions (when listed)
Event Publish Date	Chapter Members Chapter Team Payment Lead Chapter members without event ticket Event Chapter Teams Chapter Team Role Chapter team members with view event permissions (when listed)
Recurring Event Publish Date	Chapter Members Chapter Team Payment Lead Event Chapter Teams Chapter Team Role
Event Canceled	Chapter Members Chapter members without event ticket Chapter Team Payment Lead People with event ticket (All ticket types) People with hybrid event ticket People with in-person event ticket People with virtual event ticket — only when hybrid event tickets are enabled for your community Event Chapter Teams Chapter Team Role Users on event waitlist
Event Updated	Attendees who checked in Attendees who did not check in Chapter Members Chapter members without event ticket Chapter Team Payment Lead People with event ticket (All ticket types) People with hybrid event ticket People with in-person event ticket People with virtual event ticket — only when hybrid event tickets are enabled for your community Event Chapter Teams Chapter Team Role Users on event waitlist
Chapter Member Join Date	Chapter Member Chapter Members Chapter Team Payment Lead
Chapter Team Member Join Date	Chapter Team Member; HQ Audience
Chapter Activity Date	Chapter Team; HQ Audience
Cohosted Event Created	Event Chapter Teams
Sponsor Invoice Paid	Chapter Team Payment Lead Sponsor Invoice Billing Email Sponsor invoice paid recipients (when listed)
Document Expiration	User with Document Status (only when this trigger is enabled for your community)

Tip: Hybrid ticket audiences (People with hybrid event ticket, People with in-person event ticket, People with virtual event ticket) appear only when hybrid event tickets are enabled for your community.

For cohosted collaboration notices, see Managing Cohosted event emails. The post-event survey send stays in Event surveys — see Configure a post event survey email.

Audience glossary

These labels describe who receives the send when that audience is selected.

Audience	Who it reaches
Chapter Members	People who belong to the chapter.
Chapter Member	The single member who just joined (join-date triggers).
Chapter Team	People on the chapter team.
Chapter Team Member	The single team member who just joined.
Chapter Team Role	People who hold the chapter role you pick in the Role field.
Event Chapter Teams	Chapter team members for the host chapter and collaborating chapters on a cohosted event (when cohost filtering applies).
Chapter team members with view event permissions	Chapter team members who can view the event.
Payment Lead	The chapter payment lead.
HQ Audience	The HQ / community-admin audience configured for your community.
People with event ticket (All ticket types)	Everyone who has a ticket for the event.
People with hybrid / in-person / virtual event ticket	Ticket holders filtered by ticket type. Shown only when hybrid event tickets are enabled.
Chapter members without event ticket	Chapter members who do not have a ticket for that event.
Attendees who checked in / Attendees who did not check in	Ticket holders split by check-in status.
Users on event waitlist	People on the event waitlist.
Post event survey nonresponders	Attendees who have not answered the post-event survey. Only pairs with Event End. See Configure a post event survey email.
Sponsor Invoice Billing Email / Sponsor invoice paid recipients	Billing address on the sponsor invoice, or the broader paid-invoice recipient set when that audience is listed.
User with Document Status	The member whose document is expiring (Document Expiration).

Where dynamic tags (merge fields) work

In automated emails, dynamic tags are the product name for merge fields: values Bevy fills in for each send. How you insert a merge field depends on its type:

Text merge fields (for example First Name or Event Title) — in the subject or in an Email Content text block, type * and select the field.
URL merge fields (for example Event URL or Chapter URL) — in Email Content, select the words that should be clickable, open the link control, then choose the URL merge field. That turns the selected words into a hyperlink Bevy fills in for each send. Typing * alone for a URL field can leave the address as plain text instead of a link.
Conditional merge fields (for example Virtual Event) — open the module’s settings in Email Content and pick the field there.

Which merge fields appear depends on the trigger (and sometimes the audience).

Automated-email merge fields use the * picker and link control above — not newsletter merge tags such as *|first_name|*. For chapter and global newsletters, see Send a chapter newsletter and Send a global email. System emails also use the * picker — see System emails.

Template field	Can you use dynamic tags / merge fields?	How
Title Reference	No	This name only appears in the Emails list. It is not in the sent message.
Subject	Yes — text merge fields	Type `*` in the subject field and select a dynamic tag / merge field (for example First Name or Event Title).
Email Content (message text)	Yes — text merge fields	In a rich-text block, type `*` and select a dynamic tag / merge field.
Email Content (links)	Yes — URL merge fields	Select the words that should be clickable, open the link control in the Email Content editor, then choose the URL merge field (for example Event URL or Post Event Survey URL). That creates a real hyperlink. Do not rely on typing `*` alone for URL fields — that can insert the address as plain text.
Email Content (conditional modules)	Yes — conditional merge fields	In the module’s settings, pick a conditional merge field when the block should show only for certain event states (for example Virtual Event).

Dynamic tags and merge fields

These tables list every labeled dynamic tag / merge field available on marketing automated emails, grouped by trigger. Start with the shared list, then add the fields for the trigger you chose. Some URL and survey fields only appear for certain audiences.

Shared on every marketing automated email

Merge field (dynamic tag)	Type	Notes
First Name	Text	Recipient first name for that send.
Full Name	Text	Recipient full name for that send.
Last Name	Text	Recipient last name for that send.
Site Title	Text	Community site title.

Chapter fields — included for Chapter Member Join Date, Chapter Team Member Join Date, Chapter Activity Date, Event Start / End / Publish / Recurring publish / Canceled / Updated, and Sponsor Invoice Paid (not for Cohosted Event Created or Document Expiration alone).

Merge field (dynamic tag)	Type	Notes
Chapter City	Text
Chapter Country Name	Text
Chapter Settings URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Chapter Title	Text
Chapter URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Country	Text	Chapter country or state label in the picker.
New Event URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
New Newsletter URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
New Sponsor URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Payments Tab URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.

Event triggers — Event Start, Event End, Event Publish Date, Recurring Event Publish Date, Event Canceled, and Event Updated. These also include the shared and chapter fields above.

Merge field (dynamic tag)	Type	Notes
Booked or Purchased	Text	From the event type.
Custom Post Event Survey URL	URL	Only when a custom post-event survey URL is enabled for the community.
Event Address	Text
Event Company	Text
Event Country or State	Text
Event Currency	Text
Event Date	Text	Formatted event date.
Event Description	Text
Event Edit URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Event Google Maps Link	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Event Meetup URL	URL / conditional	Link toolbar or conditional module when Meetup applies.
Event Payment URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Event RSVP Only	Conditional	Conditional module settings.
Event Short Description	Text
Event Start Date	Text
Event Static URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Event Team URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Event Title	Text
Event Type Title	Text
Event URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Event Venue Address	Text
Event Venue City	Text
Event Venue Name	Text
Event Venue Zip Code	Text
Event Wrap Up URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
ICS Calendar URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Post Event Survey URL	URL / conditional	Audience-gated (ticketed attendee / people with event ticket audiences). Insert as a link in Email Content: select text, open the link control, then choose this merge field. See Configure a post event survey email.
Post Event Team Survey URL	URL / conditional	Audience-gated (chapter team / event chapter teams). Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Speaker	Text
Virtual Event	Conditional	Conditional module settings (virtual vs not).
Virtual Event Instructions	Conditional	Conditional module settings; also available via `*` when offered.
Virtual Event URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.

Chapter Member Join Date — adds these on top of shared and chapter fields.

Merge field (dynamic tag)	Type	Notes
Chapter Member First Name	Text
Chapter Member Full Name	Text
Chapter Member Last Name	Text

Chapter Team Member Join Date — adds these on top of shared and chapter fields.

Merge field (dynamic tag)	Type	Notes
Chapter Team Member First Name	Text
Chapter Team Member Full Name	Text
Chapter Team Member Last Name	Text

Chapter Activity Date — shared and chapter fields only (no extra member-name merge fields).

Cohosted Event Created — shared fields, event fields (not chapter or event-type fields), plus:

Merge field (dynamic tag)	Type	Notes
List of collaborating chapters	Text	See Managing Cohosted event emails.
Person adding cohost event	Text	See Managing Cohosted event emails.

Sponsor Invoice Paid — adds these on top of shared and chapter fields.

Merge field (dynamic tag)	Type	Notes
Amount Due to Chapter	Conditional	Conditional module settings.
Amount Due to HQ	Conditional	Conditional module settings.
Invoice Code	Text
Invoice Edit URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Invoice Net Amount	Text	Formatted net amount.
Invoice Paid Date	Text	Formatted paid date.
Invoice Tax Amount	Text	Formatted tax amount.
Organization Currency	Text
Sponsor Bill to	Text
Sponsor Billing address	Text
Sponsor Billing address line 2	Text
Sponsor Billing city	Text
Sponsor Billing country	Text
Sponsor Billing state	Text
Sponsor Billing zip code	Text
Sponsor Company	Text
Sponsor Invoice Currency	Text
Sponsor Invoice Description	Text
Sponsor Invoice Identifier	Text
Sponsor Invoice Net Amount	Text	Raw net amount field.
Sponsor Invoice Paid Date	Text	Raw paid date field.
Sponsor Invoice Payment Terms	Text
Sponsor Invoice PDF URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.
Sponsor Invoice Processor Transaction ID	Text
Sponsor Invoice Status	Text
Sponsor Invoice Tax Amount	Text	Raw tax amount field.
Sponsor Invoice Total Amount	Text	Raw total amount field.
Total Amount	Text	Formatted total amount.
User Email	Text	Audience-gated to sponsor invoice paid recipients.
User Email Mailto	URL	Audience-gated to sponsor invoice paid recipients.
User Full Name	Text	Audience-gated to sponsor invoice paid recipients.

Document Expiration — shared fields plus:

Merge field (dynamic tag)	Type	Notes
Expiration Date	Text
Terms and conditions URL	URL	Insert as a link in Email Content: select text, open the link control, then choose this merge field.

Note: System and transactional occasions (for example ticket confirmations, password reset, and blogpost review notices) are not in this marketing list. Their merge fields live under System emails or the product flow that owns them.

How can we help?

Search

Match trigger and audience

Audience glossary

Where dynamic tags (merge fields) work

Dynamic tags and merge fields