Create an email
Go to the Emails tab. If no email has been configured yet, click the + Create a new email button, then give it a name to start composing your email as you wish.
Manage your folders and organize your emails
To simplify management of your templates, you can now create folders :
When creating an email :
Click + Create a new email.
A modal offers to associate the template with an existing folder, or to create a new one on the fly.
From the interface :
Click Organize to manage your folders.
Rename them, delete them, or create new ones.
Select one or more templates then use the Move button to place them in the correct folder.
Each folder has a unique name. You can move an email to another folder or return it to the root at any time.
The email management interface
On the left you will find the list of your already created email templates.
Each line includes a badge indicating how many times this template is used in campaigns or transactional emails.
By clicking on a template, you access :
a preview of the email (in the center),
three buttons: edit, duplicate, delete.
Possibly a circled number indicating how many times it is used
⚠️ An email cannot be deleted if it is currently in use. You will always be asked to confirm before deletion.
The Email Builder
The editor lets you compose your emails by stacking sections. You can :
edit an existing section by clicking on it,
add a new section using the New section button.
Here are the types of sections available :
Content areas
Text: free area with formatting tools (bold, color, alignment…).
Button: redirects to a form, badge, web page, external link…
Banner: customizable clickable image.
Text + image columns: up to 4 columns with image, text, and button.
Social networks: displays the networks entered in Appearance & Settings.
Snippet: reusable HTML/Liquid code section (dynamic or specific content).
Dynamic content related to registration
Order summary: list of the cart, associated tickets or collaborators (sub-form / ticketing).
Barcode: useful for badge printing or check-in.
QR Code: for the attendee and/or their guests.
Wallet Pass: button allowing the ticket to be added to Apple/Google Wallet (offline).
Participant list: highlights a particular segment (ex: sponsors).
QR Code KeepTrack: to configure a participant's KeepTrack app.
Exhibitor invitation: allows an exhibitor to customize the invitation
💡 Click on Save after each change to see the updated rendering.
Using an email in a category
Once your template is configured, go to the configuration of a registration category, then :
add or enable the relevant "email" feature (invitation, confirmation…),
select the email template you created from your list.
Tip
If certain sections do not appear in your Email Builder, contact your CSM or support via the chat. They can reload the components of your editor.