Creating email templates allows you to easily email your event contacts. The email template can include merge fields for session, speaker, sponsor, or exhibitor-specific details.
Create Email Templates
To create a template, navigate to Settings > Email Templates within your event dashboard 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:
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Template Name: Internal Name
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Module: This determines the merge fields available to use as well as where the template can be used within the platform.
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Groups: Exhibitor and Sponsor Modules
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People: Contacts and Speakers Modules
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Sessions: Sessions Module Only
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❗If you change a template module after you begin typing the message body, the current merge tags will not be valid. Please ensure to reapply your merge tags as they differ per module.
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Reply To: The email address that should receive replies to the email sent.
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We recommend using a shared inbox or an event-specific email address. This field only supports one email address.
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Subject Line: The subject line of the email
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Message Body: Customize the body of the email with the use of merge tags
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To use coding to create your email body message, select the semicolon icon {;}
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Edit, Delete, and Duplicate Templates
To manage the actions for an email template, select the three dots to the right of the template name.
