How to Add or Edit Email Templates for Group Meetings

This guide provides step-by-step instructions to add or edit email templates for group meetings within the event backend.

Steps to Edit an Email Template

  1. Access the Event Backend
    • Navigate to the backend of the desired event.
  2. Go to the System Emails Section
    • Select the "Marketing" menu.
    • Apply the filter for "Meeting Request and Booking."
  3. Edit the Email Template
    • Use the pencil icon to edit an existing template.
    • Basic details such as Subject, From Name, and Language can be updated directly.
  4. To update the email content:
    • Click the Change button next to the template fiel
    • Choose an Option:
      • Select Another Template: Search or browse for an existing template.
      • Build a New Template from Scratch:
        • Enter a template name and email content.
  5. Preview and Save
    • Click Continue to preview and edit the email content for the selected event.
    • Click Save to finalize the updates.

Steps to Add a New Email Template

  1. Access the Event Backend
    • Navigate to the backend of the desired event.
  2. Go to the System Emails Section
    • Select the "Marketing" menu.
  3. Create a New Email Template
    • Click on the "Create Template" button.
    • Basic details such as Subject, From Name, and Language can be added directly.
    • Choose an Option:
      • Select Template: Search or browse for an existing template.
      • Build a New Template from Scratch:
        • Enter a template name and email content.
  4. Preview and Save
    • Click Continue to preview and edit the email content for the selected event.
    • Click Save to finalize the new template.

Summary

  • Use the System Emails section under the Marketing menu to manage email templates.
  • You can either edit existing templates or build new ones from scratch.
  • Always preview changes before saving to ensure the template meets your requirements.

By following these steps, you can efficiently manage and customize email templates for group meetings in the event backend.