Create an Email Template
This guide provides a step-by-step process for creating and using email templates in 25Live.
Event Planning
23 steps
2 minutes
Scu
Collegenet
1
Click "More" in the top right-hand corner of your 25Live dashboard.
2
Click "System Settings."
3
Click "Event Save Email."
4
Click "Template Settings."
5
If you'd like to use one of your existing templates to start, click the "Copy" button of the template you select.
6
To start from scratch, click "Add Template."
7
Create the name of your template.
8
Click on the "From" Address to customize who the email is being sent from. Otherwise, your email address will be the contact associated with the sent emails.
9
Create a subject line for your email template.
10
Click into the different variables to see which ones you would like to have added to your email template.
11
Put in a reservation reference code and click "Preview" to view what it would look like in the context of a particular event.
12
If you are satisfied with the template design, click "Save".
13
To use your template, click "More Actions" from within the event details page on a event.
14
Select "Email Event".
15
Open the "Email Template" drop-down menu and select your template.
16
Selected appropriate "Related Recipients".
17
Add any "Additional Recipients".
18
Attach any related or external files, as needed.
19
Add any relevant text to the Message Body.
20
Include event details in body of message (Recommended)
21
Once you're satisfied with all of the settings for your message, hit "Send".
22
Additionally, there is an "Edit" button for each template, should you wish to make changes.
23
There is also a "Delete" button, should you wish to discard any templates.
Tip! Emails sent from within a 25Live event will be captured in that event's audit trail.
Create an Email Template
This guide provides a step-by-step process for creating and using email templates in 25Live.
Event Planning
23 steps
2 minutes
Scu
Collegenet
1
Click "More" in the top right-hand corner of your 25Live dashboard.
2
Click "System Settings."
3
Click "Event Save Email."
4
Click "Template Settings."
5
If you'd like to use one of your existing templates to start, click the "Copy" button of the template you select.
6
To start from scratch, click "Add Template."
7
Create the name of your template.
8
Click on the "From" Address to customize who the email is being sent from. Otherwise, your email address will be the contact associated with the sent emails.
9
Create a subject line for your email template.
10
Click into the different variables to see which ones you would like to have added to your email template.
11
Put in a reservation reference code and click "Preview" to view what it would look like in the context of a particular event.
12
If you are satisfied with the template design, click "Save".
13
To use your template, click "More Actions" from within the event details page on a event.
14
Select "Email Event".
15
Open the "Email Template" drop-down menu and select your template.
16
Selected appropriate "Related Recipients".
17
Add any "Additional Recipients".
18
Attach any related or external files, as needed.
19
Add any relevant text to the Message Body.
20
Include event details in body of message (Recommended)
21
Once you're satisfied with all of the settings for your message, hit "Send".
22
Additionally, there is an "Edit" button for each template, should you wish to make changes.
23
There is also a "Delete" button, should you wish to discard any templates.
Tip! Emails sent from within a 25Live event will be captured in that event's audit trail.
