The Goal: Understand the event communication options available in GrowthZone — invitations, reminders, confirmations, and more — and customize the universal templates so you can communicate with event attendees from invitation all the way through post-event follow-up.
The Events Module provides a variety of ways to manage your event attendees, starting with sending invitations all the way through your post-event reports. Templates have been designed to help you easily communicate new events to your members, resend emails, send reminders, etc.
Before You Begin:
- You will find event communication tools under Events & Learning, Events section.
- Have your event created and its registration page set up so merge fields can pull event-specific details into your messages.
Microlearning Overview
Step-by-Step Instructions
As you begin working with the Event Communications, consider customizing the various templates available:
- Event Reminder Template: This template is used as the default if you have setup an automatic reminder for your event. It can also be sent manually. This template, by default will include the Event Confirmation Message you have entered on the Event's registration page.
- Event Invite: You can use this template to invite contacts to your event. This template, by default includes all of your event details.
IMPORTANT: The templates are “universal”, allowing you to use them over and over again for new events. Merge fields, already included in the templates, will pull information specific to the event. You may simply wish to change introductory information on these templates. See Create and Manage Email Templates for more information.
Common Pitfalls
- Overwriting merge fields: The templates are universal and rely on built-in merge fields to pull event-specific details. Avoid deleting those merge fields when you customize — edit only the introductory wording so each new event still populates correctly.