If you are managing hybrid events (in-person and digital registration), see the following articles for the necessary setup and reminder communications; this article and attachment is only compatible with non-hybrid event management.
- Initial Setup Hybrid Event Management
- Hybrid Event Management (In-Person and Digital)
- Hybrid Event Management for Group Members
Setting Up Auto Event 2 Day Reminder Email
This article describes the process for setting up a reminder to attend a registered event, two days before the event is due to start. If you do not have an email reminder in your system, complete the following steps to download and set up your email reminder:
1. Download the file attached to the bottom of this article.
The file contains the entire Comms Item, including the recipient group and basic email content to get you started.
2. If you don’t already have one, create a new Communications Category called Event Registration Communications.
This category can be set as a Business Process Item.
3. As an Admin User, go into the Event Registration Category and check the Admin Options box in the bottom right corner.
4. Click the Import button and navigate to select the downloaded file.
5. The new Comms Item will appear at the top of the screen > check the box before the Name > click Import.
6. Uncheck Admin Options box at the bottom right.
7. Double click the new Comms Item to review and edit the email design as you please. Be sure to update the following, at a minimum.
- Sender's Email Address
- Sender's Display Name
- Email footer info and links
- Note: If your organization is using the new calendar design, the recipient can cancel their registration directly online, if necessary.
- Instead of the text directing the person to call a number to cancel their registration, insert link button/text directed to your calendar page URL with the <<AutoLoginParams>> token added at the end.
8. Schedule the email to run on a recurring schedule, daily between 7am and 12pm.
See also,
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