Eventleaf How To Guides


How to create reminders and send them out to both groups of people in the set-up configuration

Eventleaf allows you to create reminder emails. These emails can be sent to either,

  • Invitees who have already registered &

  • Invitees who did not respond to the invitation

Reminders can only be sent once an Event is published

Creating a reminder for People who have registered

Go to Event > Communications > Reminders > Click + to create one > Enter email name > Click create

  1. Go to Event and click Communications

  2. Select Reminder

  3. Click + sign to create a reminder email

    Sign to create
  4. Enter Reminder email name

  5. Click Create

    Create

Upon successful creation message, system redirects user to email configuration screen allowing event planners configure send settings of the email manage other email controls.

  1. Configure Send to setting – People who have registered

    Send to
  2. Check "Only those who registered" (if you wish to send reminders to a subset of registrants who signed up after certain date/ time)

    Only those who registered
  3. Configure Additional email settings

    1. Skip recipients with emails that bounced: If the system previously identified an email address to be incorrect/ unable to receive emails then it will be excluded

    2. Skip recipients that unsubscribed:Anyone who has previously unsubscribed from receiving emails will be excluded

    Configure Additional email settings

Configure email details and sender options

  1. Enter Send name – Invitees would receive the email from this address

  2. Enter Reply to Address – Upon receiving the invite, all invitee replies will be sent to this email address. Example: You can choose

  3. Enter Email subject

    Email subject
  4. Configure Email body using tools menu

    Configure Email body

    We suggest using registration fields to personalize the email

Sending a Test Email

  1. Enter an email address

  2. Click Send Test email

    Send Test

Choose send settings.

To send an email immediately choose Send Immediately > Click send

  1. Choose Send immediately (Event should be published)

  2. Click Send

    Send

To schedule an email for later click On Selected Date > Enter send date and time > Click Send

  1. To schedule an email click "On Selected Date"

  2. Enter send date & time

  3. Click Send

    Send

Creating a reminder for People who did not respond to invitation

Go to Event > Communications > Reminders > Click + to create one > Enter email name > Click create

  1. Go to Event and click Communications

  2. Select Reminder

  3. Click + sign to create a reminder email

    Sign to create
  4. Enter Reminder email name

  5. Click Create

    Create

Upon successful creation message, system redirects user to email configuration screen allowing event planners configure send settings of the email manage other email controls.

  1. Configure Send to setting – People who did not respond to invitation

    Send to
  2. Configure Additional email settings

    • Skip recipients with emails that bounced: If system identified an email address to be incorrect/ unable to receive emails while a previous email was sent will be excluded

    • Skip recipients that unsubscribed: Anyone who has previously unsubscribed from receiving emails will be excluded

      Configure Additional email settings

Configure email details and sender options

  1. Enter Send name – Invitees would receive the email from this address

  2. Enter Reply to Address – Upon receiving the invite, all invitee replies will be sent to this email address. Example: You can choose

  3. Enter Email subject

    Configure email details
  4. Configure Email body using tools menu

    Configure Email body

We suggest using registration fields to personalize the email

Sending a Test Email

  1. Enter an email address

  2. Click Send Test email

    Sending a Test Email

    Choose send settings.

    To send an email immediately choose Send Immediately > Click send

  3. Choose Send immediately (Event should be published)

  4. Click Send

    Send

    To schedule an email for later click On Selected Date > Enter send date and time > Click Send

  5. To schedule an email click "On Selected Date"

  6. Enter send date & time

  7. Click Send

    Send