Event Builder - Edit Reminder & Follow-Up Email window
About Reminder Emails:
Reminder emails can be sent to your Event attendees - either all or just certain ones - as a way to remind them that they have registered for this Event. The reminder email is not sent by default; it is only sent when you enable at least one reminder email in this window. Using this tool you can create multiple reminder or follow-up emails that will be automatically sent to your attendees based on the criteria that you set up. For example, you can create an email that is automatically sent 30 days prior to your event to registrants that paid by check, but still have a balance due reminding them to mail their payments in.
Field Descriptions:
Enable section (only visible when editing an existing reminder) -
Activate This Reminder - Check the box to send this email as specified. When unchecked, this reminder email will not be sent.
Filters section
- The entries in this section determine which attendees will receive this reminder email. For example, you could specify that only those attendees who registered using a particular Registrant Type, paid by check, and/or have an outstanding balance receive this particular email.
Registrant type(s) (only visible if you have Registrant Types in your Event) - Displays a list of the Registrant Types defined for this Event. Select the type that is to receive the reminder email.
- To select more than one type, click Custom Selection. A list of Registrant Types displays to the right of this field. Check the appropriate boxes to send this reminder email to those types.
Registration status is - If appropriate, select the registration status to receive this reminder email.
- Example: To send this reminder only to attendees whose registration is still pending, select Pending status the dropdown list.
Payment method is - If appropriate, select the payment method to receive this email, such as a specific credit card, check, or other method. By default, all payment methods will receive this reminder email.
- Example: To send a reminder email only to those attendees who paid using a purchase order, select Purchase Order from the dropdown list.
Balance is - If appropriate, select the outstanding balance in the attendee’s record.
- Example: To send a reminder email only to those attendees who have an outstanding balance due, select Greater Than 0 (zero) here.
Schedule section
- The entries in this section determine when this reminder email is to be sent.
Interval /Exact Date - Select whether you want to send this email at a specified period of time before or after your Event, or whether it is to be sent on an exact date and time.
The following fields display when Interval is selected above:
Months/Days/Hours, Before/After, Please Select Event Start/End Date - When Interval is selected above, specify the amount of time before/after your Event start date or end date that this email is to be sent.
Example: To send this email 5 days before the start date for your Event, enter ‘5’ in the Days field, select Before, then select Event Start Date.
Content section - This is the body of the confirmation email to send to your registrants. You can format your text as desired, add merge fields to your email (to include information from the registrant’s database record, such as their name), images, hyperlinks, and so on. See the Related Links below for more information on using merge codes and the HTML Content Editor.
Edit - Click to edit the content of this email.
HTML - Click to view and edit the HTML code for this email.
Preview - Click this button to preview the email as it would look to registrants. Fake registrant data will be merged into the preview mode.
Send Test Email 
- Enter your email address and click the button to send a copy of this email to yourself (or another email address if desired).
Additional Information:
When the Enable Self-Reminders feature is enabled on the Confirmation page in the Event Builder, then the content specified in the reminder email is sent to attendees at the time they specify. The attendee registers as usual, clicks the Schedule a Reminder button on the confirmation page, and enters the number of days prior to the Event to send themselves a copy of the reminder email.
About merge fields and test emails:
The test functionality is used to test the content text and format of the reminder email, and not the merge field information. When a test email is sent, the merge fields are populated with test information and not the actual attendee or Event information. When the actual reminder email is sent, the merge fields are populated with real data. For example, if you insert the merge field for your attendee’s first name, the test email displays the name ‘Jon’ and not your actual first name (unless your name is Jon, that is, but in this case it’s just a coincidence and the actual merge field didn’t really work!).
Related Links:
Still need help?Submit your question to the RegOnline Tech Support team.