Manual Email

Manual Email

Video Guide

  1. For a video recording on the manual email feature, please click this link. 

Article Guide

Introduction

We are thrilled to introduce the Manual Email feature, a powerful addition to our event management software. This feature allows event organizers to send customized emails to attendees, providing a seamless and efficient communication channel. In this support article, we will explore the user value of this feature and highlight its key functionalities.

User Value

  • Personalized Communication: The Manual Email feature enables event organizers to send personalized emails to attendees. This allows you to tailor your messages based on attendee preferences, interests, or any other relevant information you have collected during the registration process. By delivering targeted and customized content, you can enhance attendee engagement and satisfaction.
  • Flexibility and Control: With the Manual Email feature, you have complete control over your event communication. You can draft, schedule, and send emails at your convenience, ensuring that your messages reach attendees at the right time. This flexibility allows you to adapt your communication strategy based on event updates, announcements, or any other important information you need to convey.
  • Streamlined Email Management: Our Manual Email feature provides a comprehensive email management system. You can easily track the status of each email, including completed (processed to SendGrid), scheduled, draft, and failed (failed to process to SendGrid). This visibility allows you to monitor the progress of your email campaigns and take appropriate actions if needed.
  • Improve the attendee conversion rate: To further enhance your email management experience, we offer additional functionalities within the Manual Email feature like the Email statistic module and resend. You can make copies of previously sent emails, saving time and effort when creating similar messages. Additionally, you have the option to resend emails to specific recipients, ensuring that important information reaches all intended recipients. Lastly, our email statistic analysis provides valuable insights into email performance, including open rates, click-through rates, and bounce rates, allowing you to optimize your communication strategy and improve the convert rate.

How to Use the Manual Email Feature

Step 1: Draft a manual email 
  • Contact our Customer Support team to charge your manual email quota. 

  • Create a manual email by clicking on "+ Create Campaign".


  • Set the Campaign Name 



    • The purpose of the Campaign Name field is to differentiate emails with similar subject lines. This will save the organizer's time when they would like to check / edit the manual emails. 



    • Remarks
      • This is a compulsory field. 
      • For emails with similar subject lines, the Campaign Name cannot be similar. There will be an error message that pops up as shown below if the same name is entered and Save Draft is clicked. 


  • Set up sender information 
    1. Organizers can use their own email domain to further improve the open rate. Please refer to the "Setting Up Custom Sender Email Domain" section in this article for more information on setting up a custom sender email domain.
    2. Input "Reply-to" email addres. This is the email address that will receive attendee replies. 
       
  • Compose your email
    • Include the email subject line and select your recipients 
      Note : Organizers can select the recipients by criteria or add them manually. If selecting by criteria, organizers will be able to select attendees based on the assigned tags, custom field responses and attendee status. Once the respective criteria has been selected, the corresponding attendees will be displayed on the right.



    • Attach a calendar reminder into the email template if needed. 
      • Recipients will be able to add the event into their personal calendar once this feature is toggled on by the organizer.


      • If toggled on, a calendar will be attached in the email as below where attendees are able to add it to their personal calendar.
    •  Including check-in QR code in email attachment (if applicable to event)
      •  Organizer may toggle on "Include check-in QR Code in email attachments" if they prefer to have a separate attachment of the QR code in the email. This is helpful if recipients email usually block receiving images in the email content.
      •  When toggled off no QR code attachment will be included in the email.
      • The toggle on/off for QR Code will not affect the QR code Merge tag of the email content.


    • Add or edit the email content. 
      • Drag & drop the content blocks from the right panel to the email template and also manage the template settings under "Body".


      • Organizers can make use of merge tags to further personalize the email content for each recipient. Please refer to this article for more information on merge tags. To add merge tags into a manual email template: 
        • Drag & drop a new text field or click on exisiting content boxes > Click Merge Tags > Select respective merge tag.


  • Save Draft
    • Click the "Save Draft" button to save the email. Organizers may also send a test email by clicking "Send Test Email" to themselves to check the content. 

Step 2: Schedule send or send now 
Organizers have the option to either send out the manual email instantly or send it out at a scheduled time. 
  1. Click on "Schedule & Send" to view the sending options. 
  2. By clicking on Schedule, the date and time can be chosen.
    1. Once the date and time is chose, the scheduled date and time will be shown on the manual email page. 

  3. By clicking on Send Now, there will be a pop-up to confirm the action.
Step 3: Post-delivery Analytics

To further enhance your email management experience and improve the attendee conversion rate, we offer additional functionalities within the Manual Email feature such as the Email statistic module, email copy and resend. To learn more of the email statistic analytics, please refer to Email Statistic Enhancement & Resend section below.

  1. To view the manual email statistics for a particular email, simply click on the Dashboard icon.





    To search an email address or error type, users can do so using the searh bar within the email dashboard.



    Note: To know more regarding each term, simply hover over the question mark icon available on each term.



Remarks:
  1. Bounced and Dropped emails will still consume 1 manual email quota per email. 
  2. There might be situations where the total number of Delivered and Bounced emails do not add up to be the equal to the Recipient count. This is because the email will only be classified as bounced after the delivery process has started. 
    1. For example, there are 139 delivered emails, 6 bounced emails and 142 recipients (139 + 6 is not equal to 142).

  3. Email addresses labelled as Invalid Recipient will not consume any manual email quota.

Unsubscribe Feature

We are launching an "Unsubscribe" feature for our manual email campaign. This will allow recipients to opt out of receiving future emails from your event automatically, in order to comply with local privacy laws.

  • There will be an "Unsubscribe" link at the bottom of all manual campaign emails.

  • Clicking on this link will take the recipient to an Unsubscribe confirmation page.

  • Event organizers may remove the the EventX Unsubscribe block and use their own unsubscribe handling

This new feature provides email recipients full control and flexibility over the emails they receive from your event. It is part of our ongoing effort to provide a great experience for your event contacts.

Organiser View (Portal)



 

Attendee View (Email)


  1. Click unsubscribe button in the bottom of email
  2. Confirm to unsubscribe the information of current event



 

Feature Remarks

  • Applicable to all pricing plans.
  • Only applies to manual email campaign, excludes automated email campaigns.

Adding Ticket Class Name

In some cases, organizers might want to include the name of the ticket that the attendee has purchased into the email template. Organizers can do so by including the "ticketClassName" merge tag. The "ticketClassName" merge tag can be included in both automated and manual emails. 

How to add ticket class name?

For automated email
Attendees will receive a automated confirmation email once they have registered / approved by the organizer. If the event involves ticketing, the Confirmation (With Ticket) email template already includes the ticket name. If the organizer would like to add the ticket name to the reminder email template, the steps are as below:
  1. Go to Email > Select Automated Email > Select either Reminder (24 Hour) or Reminder (1 Hour) template > Click on the edit icon




  2. Drag & drop a new text field or click on exisiting content boxes > Click Merge Tags > Select Basic User Info> Select the "ticketClassName" merge tag > Click Save Draft





For manual email
The steps to add ticket name: 
  1. Go to Email > Select Manual Email > Click Create Campaign



  2. Refer to step 2 for the automated confirmation email template above. Once the merge tag has been added, click Save Draft.

Note
  1. For events with Attendee Approval Mechanism turned on, ticketClassName merge tag cannot be used in the automated Acknowledgement Email template.

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