What do email actions mean in email automation?

Through this configuration you will decide which email is sent when the attendee or organizer performs an action on the platform

Automated emails are emails that are sent automatically when an action is performed by the organizer or attendee.

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

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  • 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.

IMPORTANT❗ Some email actions will already have an email template that is automatically sent by default.

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:

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  • 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:

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  • 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:

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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:

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  • 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

Link the automated email to a template

The email that will be sent will be the one you have linked to the email action, and you can choose the template you want through a drop-down menu among the different emails you have created in the Emails > Templates section.

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NOTE 🗒️: In some email actions there is a default template selected or you can choose one.