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Customizing Email Announcements


Step-by-Step Messaging Tutorial 

 

Messaging by Role (Everyone, Attendees, Speakers, Sponsors, etc.)

Use this option to send general announcements such as registration details, parking instructions, or sponsor messages.

Steps:

  1. Go to the Communication tab and select Messages.

  2. Choose the participant role you wish to message.

  3. Complete the subject and message fields.

  4. Choose to send the message immediately or schedule it for later.Image 20


Messaging by Tag

Tags let you group participants (e.g., speakersVIPsfirst-time attendees) so you can send targeted messages.
Note: Tags are only visible to administrators.

Tag Rules

  • No quotes (“) or newlines

  • Under 255 characters

  • Separate multiple tags with commas

  •  (Example: speaker, VIP, first-time attendee)

How to Send a Message by Tag

  1. Go to the Communication tab and click Messages.

  2. Under Message Type, select Attendees w/ a tag.

  3. From the Send To dropdown, choose the tag.

  4.  (You’ll see how many people are tagged.)

  5. Add your subject and write your message.

  6. Choose to send now or schedule for laterImage 1 2

Need help adding tags? Check this guide on how to add People Tags.


Messaging by Status (Waitlisted, No Schedule, etc.)

Notify attendees who are waitlisted or have not added sessions to their schedule.

Steps:

  1. Go to the Messages section.

  2. Select the appropriate group from the Send New Message area (e.g., Waitlisted Attendees).

  3. Fill out the message form.

  4. Send immediately or schedule for later.Image 2 2


Messaging by Session

Send updates to participants of a specific session, such as time changes or cancellations. You can also filter by attendance or waitlist status.

Steps:

  1. Navigate to the Schedule tab and click Sessions.

  2. Select the relevant session.

  3. Click Message.

  4. Enter your subject and message.

  5. Choose to send immediately or schedule for later.
    Image 37 1

Session emails will include your event’s header and the custom message content. 

 

 Image 38 1

Messaging Individual Participants

Reach out directly to attendees for personalized follow-ups, such as lost items or post-event communication.

Steps:

  1. Go to the Attendees section or other role’s tab.

  2. Click the attendee’s name.

  3. Click Message.

  4. Fill in the message form and send.Image 3 3

 


Message Log Management

You can monitor and manage all your email communications from the Message Log.

Note: Automatically generated emails (e.g., welcome invites, schedule reminders) are not included in the log and cannot be reviewed from this section.

To Access the Message Log:

  1. Go to your event’s Control Panel.

  2. Under the Communication tab.

  3. Select LogImage 4 3

Within the Message Log, you can:

  • View sent and scheduled emails.

  • Reschedule or delete pending emails.

  • Track delivery status and recipient details for manual messages only