Schedule an Email

1. Go to the Event record that you want to schedule the email for.
2. Click New Message.

Recipients Section

1. Select Schedule “an Email” 
2. Select “Event Attendees” or “Session Attendees”
3. Enter a Schedule Name.
4. Select a From Email Address.
5. Select a To Email.
6. Choose an Attendee Filter. 
   • If you set Attendee Filter = “Attendance Status”, select the relevant options in the Attendance Status field. 
   • If you set Attendee Filter = “Registration Status”, select the relevant options in the Registration Status field.
7. There must be at least one recipient listed in Total Recipients. 
8. If a zero is listed under Total Recipients, check that you have the correct status selected and review the Attendees that should have the chosen status. 
9. Confirm that the amount under Email Balance is greater than the number of Total Recipients.
10. Click Next.

Schedule Section

1. Choose one of the three options below to schedule your email. 
   • Send the email at a specific date and time 
     • Choose the specific date and time in the Select a Date / Time field. 
   • Send the email X Minutes/Hours/Days After/Before the selected trigger. 
     • Enter the number. 
     • Choose “Days”, “Hours”, or “Minutes”. 
     • Select “Before” or “After”. 
     • Choose “Event Start Date/Time”, Event End Date/Time”, “Event Attendee Registration Date”, or “Event Attendee Created Date”.
   • Select Now to send the email two minutes after the email is scheduled.
2. Click Next.

Message Section

1. In the Email Template field, search for an existing Email Template or click Create New to create a new one.
2. Click Next.

Send Test Section

1. Enter a Test Email(s). Make sure to use an email that can be checked easily. Using your email is a good option.
2. Select a Test Record.
3. Click Send Test.
4. After you receive the success message, click Schedule.

The schedule will now be visible under Schedule History on the Scheduler tab. Please refer to the video for the process flow for sending an email.