Setup templates to inform users about their login details among other things
The home page/settings
To find the onboarding feature within the admin panel:
1.
Hover over the communication tab.
2.
Click on 'Mails' to extend the drop down menu.
3.
Select 'Template editor'.
Template editor
In the overview you can view the mail system templates.
Using the right template
Below an overview of the system templates and the purpose they are commonly used for.
App and/or Virtual event
Specific usage
System template
Purpose
Register codes
Send information to users with their login details and how to access the app/virtual event platform
Reminder 1
Send a reminder to download the app and remind users of their login details
Reminder 2
Send an additional reminder
Mail on Event day
Remind users to login for today's event
Mail on Event Everyone
Remind users to login to the virtual event platform (make sure to include the action button as described in the next section)
Less frequently used templates:
System template
Purpose
Auto sent connections
Send an export of connections after the event. Also includes the amount of times a brochure was downloaded from a company page in the virtual event
Earlier login link
Send exhibitors details to login early to setup their company page in the virtual event platform
Certificate codes
Send attendees certificates (this module has to be activated)
New message
Send to notify users of a new message in the app
New registration
Send to users when they've created an account
Note overview
Send when users request an overview of their personal notes
Registration notification
Send when a user has registered with the app
Request code
Send when users request their registration code
Reset password
Send when users request to reset their password
Activity overview
Sent when users request an overview of their app activity
Editing/previewing templates
Select the preferred system template and customize it in order to send users information needed for the event:
1.
Give the template a name, which will be displayed template editor.
2.
Insert a subject of the mail.
3.
Adjust the text of the mail accordingly.
4.
Click on 'Save' to save the template in the template editor.
5.
Click on 'Done' to return to the template editor overview.
Note: editing text in brackets, like {{ app_url }}, will distort the special tag.
Additional customization
There are a number of options to further customize a mail template.
Special tags
Action button
Mail includes
Special tags are used to fill in data automatically in the mail:
Name of the organisation - name of the organisation.
Organisation Address - address of the organisation.
Organisation website - website of the organisation.
E-mail subject - subject of the mail.
App name - name of the app in the e-mails, see bottom of organisation page.
Recipients full name - full name of the recipient.
Recipients first name - first name of the recipient.
Recipients last name - last name of the recipient.
Recipient E-mail - e-mail of the recipient.
Recipient Login code - login code of the recipient.
Personal download app link - personal link to download the app on a mobile phone.
Personal go to virtual event link - personal link to open the virtual event on a laptop or PC.
Tip:
Currently, the email templates do not include a QR-code for logging into the event application. A personalised QR-code can be added by editing the HTML-code of the onboarding template: