Creating email templates allows you to easily email your event contacts. Within the email template, you can include merge fields for session, speaker, sponsor, or exhibitor-specific details.
Create Email Templates
To create a template, within your event dashboard, navigate to Settings > Email Templates and click the orange "Add" button at the top right-hand corner of your screen.
There is no limit to how many templates you can create. Templates will be ordered alphabetically (A-Z) by the template name.
Sessionboard provides a standard "Accept" and "Decline" email template that can be customized for your event use. These templates can not be deleted.
Within the pop-up window, customize your email to include:
Template Name: Internal Name
Module: This determines the merge fields available to use as well as where the template can be used within the platform.
Groups: Exhibitor and Sponsor Modules
People: Contacts and Speakers Modules
Sessions: Sessions Module Only
❗If you change a template module after you begin typing the message body, the current merge tags being used will not be valid. Please ensure to reapply your merge tags as they differ per module.
Reply To: The email address that should receive replies to the email that is sent.
We recommend using a shared inbox or an event-specific email address. This field only supports one email address.
Subject Line: The subject line of the email
Message Body: Customize the body of the email with the use of merge tags
To use coding to create your email body message, select the semicolon icon {;}
💡View a log of all the emails you have sent.
Edit, Delete, and Duplicate Templates
To manage the actions for an email template, select the three dots to the right of the template name.
