How do I create an email message?

The Email Wizard opens ...

Click the Create New Message Template

The Email Wizard opens ...

Choose the type of email message

There are 2 types of message templates:

  1. Invitation - If you want to send an invitation to your contact list, then use either one of the Invitation Templates
  2. Registrant Contact - If you want to send a message to your registrants (any set or even a custom report), then use any of the Registrant Contact Templates
Choose the type of email message

The selected template will open ..

Make the changes that make this template your own - change the ...

  1. Name
  2. Subject
  3. Message Content
  4. Use the 3 dropdown menus to insert Event Detail, Guest Detail or Survey URL merge codes
  5. Send Test Copy - this is the most important step; you be the guinea pig; not your customers
The selected template will open ..

Ready to send it?

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