Email Invites, Reminders & More
  • 11 Oct 2022
  • 7 Minutes to read
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Email Invites, Reminders & More

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In this page, you will learn how to create and send our "out of the box" Email Templates via workflows!


If our "out of the box" Email Template don't meet your requirements, head over to our Email Template Builder documentation to check out how to create your own templates!

In-Person Event Emails

Overview

After an Attendee registers for an in-person Event, they need to get a confirmation email that includes their AttendeeLink. The AttendeeLink is where they will access their QR code and information about the Event, so it’s important that this stands out.

This section will walk through creating a process that sends out an in-person Event email alert.

Setup Guide

How to activate the Workflow Rules and Email Template when you are ready to use them:

  1. Navigate to Setup.
  2. Type "workflow rules" and select the "Workflow Rules" page.
  3. Click Activate next to the Workflow Rule(s) you want to activate.

We recommend activating the following Workflow Rules:

  • "Send Blackthorn | Event invite email"
  • "Send Blackthorn | Event confirmation email"
  • "Send Blackthorn | Event Reminder email"
  • "Send the removed from the Waitlist Email"
  • "Send Event Receipt Email"
  • "Send the Event Payment Receipt Email

Emails Invites Reminders 1

Templates

Invite Email

We provide a basic HTML Email Template with a Workflow Rule from the Attendee object to get you started.

Invites are sent when an Attendee's Registration Status = "Invited".
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Your invited Attendees will receive a custom experience through our AttendeeLink feature, including a personal welcome message, preselected ticket type, RSVP option, and more!

In addition to your customers receiving an amazing experience, you will receive information about Event invite open rates, if the Attendee has declined your RSVP, and the ability to check-in Attendees through a QR code!

Confirmation Email

You can customize the registration confirmation email your Attendees receive when they register for your Event. We provide a basic HTML Email Template with a workflow from the Attendee object that can be cloned and updated for specific Events.

Confirmation is sent when an Attendee's Registration Status = "Registered".

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Sending Reminders

After you make your Event live, you can customize the reminder email you send to Attendees that were invited previously. We provide a basic HTML Email Template with a workflow from the Attendee object to get you started.

Send to Multiple Attendees

Reminders are sent when an Attendee's Send Reminder = "True".

You can also send reminders from the Event record to all invited Attendees:

  1. Navigate to Setup.
  2. Go to the Events Object.
  3. Click Page Layouts.
  4. Click the "Event Layout" link.
  5. Click Buttons in the Event Layout menu.
  6. Add the Send Reminder button to the layout.

Clicking the Send Reminder button will select and send an email to all the Attendees with a Registration Status = "Invited".

Send to a Specific Attendee

  1. Navigate to Setup
  2. Go to Attendee Object.
  3. Click Page Layouts.
  4. Click the "Attendee Layout" link.
  5. In the "Fields" section, add the Send Reminder checkbox.
  6. Go to the specific Attendee record.
  7. Check the Send Reminder checkbox.
  8. Click Save.

Waitlist Emails

Once an Event reaches capacity, you can send a waitlisting email. This will let the Attendee know the Event is at capacity, but if a slot becomes available, they'll be invited to the Event via email. We provided a basic HTML Email Template with a Workflow Rule from the Attendee object to get you started.

Added to Waitlist Email
This email will let the Attendee know they have been added to the Waitlist for the Event.

The Waitlist notification is sent when an Attendee's Registration Status = "Waitlisted - Pending".

Removed from Waitlist Email
This email will let the Attendee know they have been removed from the Waitlist for the Event. The Attendee will then receive an invite email.

The waitlist notification is sent when an Attendee's Registration Status = "Pending".

QR Code
If you do not see the QR code in the Attendee's confirmation email, update the confirmation Email Template with the HTML code below.

Your browser does not support PDF.click here to download

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Payment Emails

Payment Receipt Email
A payment receipt is sent when the Invoice's Payment Status = "Paid" and the Record Type = "Invoice" and if the Invoice is created from an Event registration.

Payment Request Email
A payment request notification is sent when the Invoice's Payment Status = "Unpaid" and the Record Type = "Invoice" and if the Invoice is created from an Event registration.

Basic Workflow and Event Receipt Email Template
A payment received notification is sent when an Invoice's Payment Status = "Paid" and the Record Type = "Invoice" and if the Invoice is created from an Event registration.

This workflow and Email Template can be enabled when you are ready to use it.

  1. Navigate to Setup.
  2. Type in and select "Workflow Rules".
  3. Click the related workflow rule.
  4. Activate the workflow to start using the rule and email.

Webinar Emails

Overview

After an Attendee registers for a webinar, they need to receive a confirmation email that includes their AttendeeLink. The AttendeeLink is where they will access the webinar, so it’s important that this stands out.

This section will walk through the process of creating a webinar email alert.

Setup Guide

  1. In Setup, search for "Classic Email Templates".
  2. Click the "New Template" option and select "Custom (without using Classic Letterhead)".
  3. Name your Email Template; for this example, we've used "Blackthorn | Events Webinar Confirmation Email".
  4. Mark "Available for Use".

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  1. Enter a subject line. We've used "Confirmation for {!conference360__Attendee__c.conference360__Event_Name__c}" as our subject line, feel free to change it up!
  2. Copy the HTML code into the body. You can use the HTML codes below as a template to get started.

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  1. (Optional) Give it a test by clicking Send Test and Verify Merge Fields.
    • Define a Contact and Attendee record.
    • Send it to your email.
  2. Setup an Email Alert to send from our Process Builder.
    1. Click Setup.
    2. Search for "Email Alerts" in the Quick Find box.
    3. Click New Email Alert.
    4. Define the following fields:
      • Description: add a friendly name for your Email Alert
      • Object: choose the Attendee
      • Email Template: choose the Email Template used in the previous steps
      • From Email Address = select the Current User's Email Address (This is the user who authorized Blackthorn Events to send emails.)

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  1. Create a new process in the Process Builder.
  2. Choose the Attendee object.
  3. Select Only when a record is created.
  4. Define criteria for action group when conditions are met: Set the Event Category (conference360__Category__c) to "Virtual Event".

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Note: At this step, you're defining the category for Virtual Events. If you'd like to have a process to send in-person Event emails, set up other categories processes for each style.

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  1. Immediate action: Send (custom) Email Alert for Virtual Event confirmation.

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  1. Your Process Builder should now appear similar to the following image:

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  1. Click the Activate button in the top right corner, and you're done!

Now when Attendees register for the webinar, they will receive a confirmation email with the webinar details and a link to join the meeting.

Templates

Below is a list of Email Templates we have built for you.

Webinar Confirmation HTML #1

Email #1 received when an {{variable.ObjectAttendee}} registers for an {{variable.ObjectEvent}}.

Your browser does not support PDF.click here to download

Webinar Confirmation Text #1

THANKS FOR JOINING
Your registration is complete.
The Webinar begins on {!conference360__Attendee__c.conference360__Event_Start_Date__c} at {!conference360__Attendee__c.conference360__Event_Start_Time__c}.

{!conference360__Attendee__c.conference360__Event_Description__c}

Webinar Confirmation HTML #2

Email #2 received when an {{variable.ObjectAttendee}} registers for an {{variable.ObjectEvent}}.

Your browser does not support PDF.click here to download

Webinar Confirmation Text #2

THANKS FOR JOINING
Your registration is complete.
The Webinar begins on {!conference360__Attendee__c.conference360__Event_Start_Date__c} at {!conference360__Attendee__c.conference360__Event_Start_Time__c}.

{!conference360__Attendee__c.conference360__Event_Description__c}

Webinar Reminder HTML #1

Email #1 received when using the "Send Reminder" function.

Your browser does not support PDF.click here to download

Webinar Reminder HTML #2

Email #2 received when using the "Send Reminder" function.

Your browser does not support PDF.click here to download

Webinar Reminder Text #2

UPCOMING WEBINAR ALERT
Just a friendly reminder of our upcoming webinar.
The Webinar begins on {!conference360__Attendee__c.conference360__Event_Start_Date__c} at {!conference360__Attendee__c.conference360__Event_Start_Time__c}.

{!conference360__Attendee__c.conference360__Event_Description__c}

Webinar "Sorry We Missed You"

To be sent if an Attendee doesn't show up to the webinar.

Your browser does not support PDF.click here to download

Webinar "Sorry We Missed You" Text

Sorry we missed you!

Hi, {!conference360__Attendee__c.conference360__First_Name__c}

We noticed you weren't able to make it to {!conference360__Attendee__c.conference360__Event_Name__c}. We're bummed we missed you, but we've got you covered! An on-demand webinar can be viewed here at your convenience:

WATCH THE REPLAY <LINK>

Thank you,

Blackthorn Email Configuration

Are you trying to configure which Attendee Registration Status should receive certain emails? Well you've come to the right place. Normally this is only possible through Salesforce workflows, but we've added some flexibility to that. This is configurable on each individual Event record, and templates can be pulled from the Email Template Builder.

The BT Event Email Config was added with the standard Blackthorn | Events (Organizer) in mind. The component comes with three lookup fields for organizers to search and apply which Email Templates fire with the appropriate Attendee status.

  • When an Attendee's Registration Status = "Registered", the confirmation email will send.
  • When an Attendee's Registration Status = "Waitlisted - Pending", the waitlisted email will send.
  • When an Attendee's Registration Status = "Pending", the waitlisted-pending email will send.

We also added a Send Emails From dropdown field in the Email Configuration component that lists verified Organization-wide email addresses.

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Helpful Tips

If you are not seeing the Event image in the email, follow the below steps.

  1. Ensure the Image URL is not broken and starts with http:// or https://
  2. If you are using documents to show the Event Image URL,
    • Add an image to the Documents tab.
    • On the Documents home page, open the image by clicking its name.
    • Right-click the image and get its reusable URL address. When you use the URL, you reference the copy of the image on the Salesforce server.
    • Paste that URL in the Event Image URL field

There is a formula field on the Attendee object to capture your event's image so that it can display nicely in the invite, confirmation, and reminder emails. Unfortunately, classic email templates do not support images that were uploaded through Files. So you will either have to upload the Event image through Documents or customize the Email Template and remove the conference360__Event_Image_URL__c field reference.