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
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:
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.
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 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:
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
- 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