Create a custom email template

The built-in templates cover the automatic emails. Create custom ones for anything you send yourself: reminders, programme updates, thank-yous.

Steps

1. Open Email editor.
2. Create a new template and name it.
3. Write the subject and body, using merge tags to personalise.
4. Save.

Use it in a campaign — see Send an email campaign — or on a schedule — see Schedule an email.

Delete removes a custom template. Built-in templates cannot be deleted, only reset.

Templates worth building

Most events send the same handful of emails. Building them once means next year is an afternoon, not a week.

Know before you go — a few days out. Venue address, doors open time, what to bring, a reminder that their QR code is in their confirmation. This email prevents more day-of confusion than anything else you can send.

Final reminder — the day before. Two lines.

Thank you — the day after. Say thank you, link the slides, and ask for feedback while it is fresh.

Programme update — a reusable shell for schedule changes, since your agenda updates silently.

Waitlist released — for when places open up.

Writing them

• Subject line carries the event name and the point. People search their inbox for your event name.
• One thing per email. An email doing three jobs does none of them.
• Put the important detail in the first two lines. Preview panes show about that much.
• Say what to do, if anything.

What happens next

Custom templates are available to any campaign or scheduled send for this event.

Common problems

Your template is not in the campaign picker. Save it first.

It looks wrong in Outlook. Keep the HTML simple — one column, no fixed widths.

You cannot delete a template. Built-in ones can only be reset.

You want to reuse it on another event. Templates belong to one event. Copy the content across by hand.