You can automate sending emails to prospects and guests, before and after your event. These can be sent based on criteria and status, or based on timing and delayed for a specific number of days.
This article relates to creating emails for events only. You can also create emails for your marketing campaigns.
This article covers:
- How to automate sending event emails
- How to delay sending post-event emails
- How to send webinar links in emails
- How to manually send event emails
How to automate sending event emails
- After you've created your event, click the Planning tab:
- Scroll to Automated emails and click Add:
- Click the email type (on-demand emails are available for webinars with on-demand activated):
- Select an email template and customise to your campaign
- Review and either click Save or set a time for sending the email
How to delay sending post-event emails
After you've created the email and it's ready for review, click Settings:
Scroll down to When should the email be sent?
Select how many days, hours, or minutes before/after the event to send the email. If you select 1 day after, Upsales will send the email on the morning (around 7am–8am) after the event, rather than 24 hours after.
How to send webinar links in emails
When creating an event that's a Webinar, you can automatically add a URL to view:
You can use Zoom or provide a URL to view the webinar on-demand. Click the toggle:
You can then insert a URL to view the webinar. This also creates the tag {{Mail.OnDemandLink}} to be used in event emails and landing pages.
Users can click this to view the webinar on-demand at the URL you added.
How to manually send event emails
- After you've created your event, click the Planning tab:
- Scroll to Manual email campaigns and click Add:
- You can either ask Upsales to generate words to use in your email, or write words by yourself:
- Select an email template and customise to your campaign
- Choose your recipients
- Review and click Save