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Template editor (App)
Setup templates to inform users about their login details among other things
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'.
In the overview you can view the mail system templates.
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 | |
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 |
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.
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:
- E-mail subject - subject of the mail.
- 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:
- Click 'Show HTML source' at the top of the mail.
- Copy this string of code:
<img src="https://live.eventinsight.io/img/qr.jpg">
- Paste the string of code into the desired position of the mail to include a personalised QR-code:
- Click 'Ok'.
- Result:
Includes a button at the top-right side of the mail to redirect to the app or virtual event:
- Action button - no/app/virtual event.
- Action text - text displayed atop of the button.
Including an action button will remove the banner displayed at the top of the mail and will include the organisation logo and action button instead.
Include a badge or calendar invite:
- Include ICAL - includes a calendar invite in the mail.
Preview of ICAL
- Attachments - includes attachments
Note: The size limit of all the files attached is 10MB.
Last modified 7mo ago