What are automated emails?

Discover what email automation is and what actions these automated emails trigger

These are emails that are sent automatically when:

• Attendees perform actions in the App, Web or Registration Form.
  Examples: the attendee registers for the form and receives an email that they have registered successfully, receives a message from another attendee, receives a meeting request from another attendee, etc.
• The organizer performs an action on the Dashboard.
  Examples: massively imports an Excel file of attendees into the Attendee List, manually enters an attendee into the Attendee List, accepts/rejects a request to register for the form, accepts/rejects an abstract, etc.

Email Actions

In Emails > Email Automation, automatic emails are divided into 4 sections:

• Registration: linked to the "registration" Dashboard and the "List of attendees" section.
• Ticketing: linked to ticket sales through the ticketing platform (not the registration form).
• Apps: linked to the App & Web Dashboard and activated modules/sections.
• Meetings: linked to the Meetings Dashboard.

To understand what each shipping moment means, we detail all the available options:

Registration📋

• When registering through the form: when an attendee completes the registration form.

These 4 actions are linked to the Attendee List section:

• When registering manually: when the organizer adds 1 registered 🍋, without this person having gone through the registration form.
  + info 👉How to manually register an attendee?)
• When importing registered attendees: when the organizer imports registered 🍋 in bulk through an excel.
  + info 👉 How can I import and/or edit attendees in bulk?
• When inviting manually: when the organizer adds 1 guest 🍎.
• When importing invited attendees: when the organizer imports guests 🍎 in bulk through an excel.

The registration form can be configured so that the organizer can accept or reject registration requests. These 2 actions are linked to having attendee validation enabled in Registration Form > Settings:

• When validating an attendee: when the organizer validates (accepts) a registration.
• When declining an attendee: when the organizer declines a registration.

• When registering or inviting via API: When attendees register via API.
  When syncing with Eventbrite: If you manage your event's ticket sales on Eventbrite, it's possible to sync your attendee database and migrate it to your event on Meetmaps. When you set up this send time, when you activate the sync, current attendees in the Eventbrite database will be migrated and receive the automatic email you associate. This email will also be received by new registrants on Eventbrite, once we've activated the sync.
  + info 👉 How to synchronize Eventbrite's tickets sale?

Automatic emails linked to ticket payments:

• When a payment is returned💸: when the refund is made.
  + info👉 How to refund (return) a payment and how does it work?
• When purchasing a session from an event📅: when the attendee registers for a workshop-type session from the App or Web.
• When submitting an invoice📝: When the event organizer manually submits an invoice under Registration > Invoices.

Apps

• On Resending Credentials: When the event organizer resends the credentials in the Attendee List.
• On Linking an Exhibitor Admin: When you link an admin to a Premium Exhibitor

Linked to the abstracts module and its approval or rejection:

• When accepting an abstract
• When rejecting an abstract

• When receiving a message from the chat 📩: when an attendee sends a message to another attendee.
• When completing a survey: linked to the Surveys module of the App.
• New message in a channel: linked to the Channels module.
• Al aceptar un abstract
• Al rechazar un abstract

Meetings

• When requesting a meeting
• When modifying a meeting

• When declining a meeting

Configuration