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Automating Emails By Event and Event Type/Category

Posted: September 9, 2014 at 6:29 pm


skillstat

September 9, 2014 at 6:29 pm

Hi,
We have a need to be able to automatically send confirmation emails to participants in our courses that are customized to the event, including the location and key attachments. Wondering if it’s possible to do this? I’ve browsed some of the articles and older threads on this, but haven’t been able to get clarity.
Thanks,
Brent


Dean

September 10, 2014 at 1:03 am

Hi,

In EE4, if you edit an event and scroll to the bottom you will see the Notifications box.

If you click the custom button for the message type you want to customise it pops up with a way to create a new message type.

Once created these can be used on other events by selecting the drop down menu, and can be edited from the event or via Messages > Custom Message Templates tab.


skillstat

September 15, 2014 at 5:14 pm

Thanks Dean. Is it also possible to add one or more attachments?


Lorenzo Orlando Caum

  • Support Staff

September 15, 2014 at 5:33 pm

Hi,

You can upload files to WordPress Media or a storage service like Amazon S3 and then include links to those files within your message templates as needed.


Lorenzo


skillstat

September 19, 2014 at 5:59 pm

Great. That may be the way we go. Thank you.


Dean

September 22, 2014 at 12:20 am

Hi Tracy,

Can we mark this thread as resolved, or do you need further assistance?


skillstat

September 22, 2014 at 6:02 pm

Good to go. Status set to resolved. Thanks! Will follow up with more questions on a new thread if needed, or re-open.

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