Creating email event invitations is quick and easy!
Customize the event information by selecting the desired sections already uploaded in the event editor.
Use the Auto-Update option when you are scheduling
an email for future delivery. The event content
will be current as of the date/time email is sent.
Updates to event information in the event
editor are synced. For example, the
current list of attendees, changes to the
agenda, description, or date/time
changes (TBD changed to actual date) are
inserted as of the date/time the email is
sent. Edits are not allowed.
TIP: If entering text at the top of the email, do so prior to inserting the event.
1. Email Editor > MESSAGE
> select an insert > click Event.
TIP: To insert offline event click toggle switch to YES.
2. Choose event using the select by title menu or click on a date in the select by date calendar.
TIP: Select by title menu displays events in alphabetical order. Select by date calendar displays online events date in light blue box, offline events in green box, and selected event in dark blue box.
IMPORTANT: If there is more than one event on a selected date, both events are listed with the first event selected by default. Be sure to click the radio button next to the second event if that is the desired event.
3. The selected event date, title, subtitle and attendees is displayed on the left.
Check the boxes for the desired event
sections to insert.
TIP: Inserting Upcoming Events
includes
events with dates starting on the date the
email is created.
4. Select Insert sections with auto-updates, edits not allowed.
NOTE: This email cannot be edited
in the email editor, it will be
auto-populated at the time the email is
sent.
TIP: Use this option to schedule
email for future delivery with content
current as of the date/time email is sent.
Edits are not allowed.
Updates to event information in the event
editor are synced here. For example, the
current list of attendees, changes to the
agenda, description, or date/time
changes (TBD changed to actual date) are
inserted as of the date/time the email is
sent.
TIP: Hover cursor over the circle
"i" info icon to display the pop-up Tool Tip with
option descriptions.
5. Click INSERT.
A locked table is inserted with the event title, ID, and sections selected.
The information in the table is not editable because the sections populate with the most current information found in the event editor at the time the email is sent.
TIP: If no data is entered in a section, no title or content is inserted for that section.
TIP: The event insert
includes the checked sections with content in them at the time of sending
the email.
For example, on the day the email was created and scheduled for delivery two weeks later, the inserted event did not have an Agenda entered in the event editor. One week later, an Agenda was added in the event editor. When the email sends on the assigned schedule, the Agenda is automatically included in the sent email.