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How to send emails for your events

Available with Product:
Events

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

  1. After you've created your event, click the Planning tab:

    plan.jpg
     
  2. Scroll to Automated emails and click Add:

    email.png
     
  3. Click the email type (on-demand emails are available for webinars with on-demand activated):

    chrome_KznsCOiuaa.gif
     
  4. Select an email template and customise to your campaign
  5. Review and either click Save or set a time for sending the email

The sender address of every automated email must be on a verified domain. Otherwise you can't launch the event until you change the sender or verify the domain.

How to delay sending post-event emails

After you've created the email and it's ready for review, click Settings:

review.png

Scroll down to When should the email be sent?

Select how many days, hours, or minutes before/after the event to send the email. The email is sent exactly that long before the event starts or after it ends. For example, 1 day after sends it 24 hours after the event's end time.

when.png

How to send webinar links in emails

When creating an event that's a Webinar, you can automatically add a URL to view:

link.png

You can use a webinar app such as Zoom, or select Other and enter a Custom webinar link.

To let people view the webinar on-demand, select Other (or a webinar app that supports on-demand) and click the toggle Provide webinar on demand after the event time has passed:

chrome_i1P1Xr9JGW.gif

With Other, you then insert the Custom on demand link. 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

  1. After you've created your event, click the Planning tab:

    plan.jpg
     
  2. Scroll to Manual email campaigns and click Add:

    manual.png
  3. You can either ask Upsales to generate words to use in your email, or write words by yourself:

    chrome_pPMfqLBQzQ.gif
     
  4. Select an email template and customise to your campaign
  5. Choose your recipients
  6. Review and click Save
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Articles in this section

  • How do I export attendees from an event in Upsales?
  • How to send emails for your events
  • Q: What is the language on the unregister page for events based on?
  • Q: Can I use a landing page that I previously created for an Upsales event?
  • How to create an event
  • How to add event landing pages
  • What happens when you launch an event
  • How to manage event guests
  • Event marketing: How to use check-in mode
  • Dynamic tags for Events
See more

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