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Email Templates

Feature Summary

The email templates let organizers add a custom message to the ticket confirmation email, such as reminders or key event details.

Who can use this feature

All organization members are allowed to create email templates.

Video Tutorial

How to Create a Template
  1. Log in to your organization
    Ensure you're signed in to your organization.
  2. Navigate to the Email Dashboard Tab
    Use the sidebar to access the Email Dashboard section.
  3. Open the Email Template Tab
    Click on the Email Templates tab to manage or create templates.

    Screenshot 2025-08-02 at 1.35.00 PM.png


  4. Click “Create Template”
    Start a new email template.

    Screenshot 2025-08-02 at 1.36.22 PM.png


  5. Select Template Type
    Choose the type of template you'd like to create:
    • Ticket Confirmation: Customize the subject line and message for ticket confirmation emails.
  6. Enter Template Details
    • (Optional) Add your custom subject line.
    • Write your custom message for attendees.
  7. Enable the Template
    Toggle the template to active.

    Screenshot 2025-08-02 at 1.38.10 PM.png


  8. Click “Create Template”
    Save your new template.

    Screenshot 2025-08-02 at 1.39.24 PM.png


NOTE:  You can only have one template per type.

How to Edit/Delete a Template
  1. Log in to your organization
    Ensure you're signed in to your organization.
  2. Navigate to the Email Dashboard Tab
    Use the sidebar to access the Email Dashboard section.
  3. Open the Email Template Tab
    Click on the Email Templates tab to manage or create templates.
  4. Locate the Template
    Find the email template you want to update
  5. Select an Action
    • Click the edit icon to modify the template.

       

      Screenshot 2025-08-02 at 1.42.58 PM.png


    • Click the delete icon to permanently remove it.

      Screenshot 2025-08-02 at 1.41.44 PM.png

  6. If Editing:
    • Update the message content.

    • (Optional) Update the subject line
    • (Optional) Disable the template if you don’t want it to be active.

      Screenshot 2025-08-02 at 1.45.52 PM.png


  7. Click “Update Template”
    Save your changes.

    Screenshot 2025-08-02 at 1.44.26 PM.png