Create and Send Email Campaigns

About Email Campaigns

With Email Campaigns, you can create emails to deliver to your customers from the system. Send promotional emails to past customers, or instantly reach out with urgent information to the customers of an upcoming event. 

1. Selecting an Email Type

You can send two types of email campaigns to your customers:
  • Marketing Email. These email campaigns are intended for promotional purposes, such as promoting your next event or announcing a coupon code to past customers. Campaigns may be sent to segments or attendees of selected events.
  • Operational Email. These email campaigns are only intended for special, urgent communications to your customers, such as cancellations or time/venue updates. Campaigns may only be sent to event attendees.
If you’re sending a marketing campaign, continue to Step 2.

If you’re sending an operational campaign, you may only send to attendees of selected events. Be sure to read the disclaimer before proceeding.

2. Selecting a Recipient Type

For marketing campaigns only:

You will need to select the type of recipient group who will receive your email campaign. These groups fall under two categories:
  • Send to Event Attendees. Customers of selected events (and optionally, price levels).
  • Send to Customer Segments. Customers within segments you have previously saved.
Click the appropriate button for your campaign to proceed. 

Once you’ve selected a group, you can choose to start a new email or select a previously written draft. Drafts will carry over all of your previously entered content for delivery to a new list of recipients.

3. Selecting Your Recipients

For event attendees:
  • Click Select Events.
  • Locate and select your event(s) in the menu that appears.
  • Click Make Selection.
  • Now you have selected all attendees for that particular event.
    • (Note: To send the campaign only to customers associated with specific price levels or bundles, click Select Price Levels/Bundles and check the boxes for any you want to select.)
  • Draft, preview, and send your email.
    • See the rest of this guide for notes about adding content to your email and details on scheduling deliveries.

For customer segments:

The process for sending to segments is slightly different. You may only send to segments you have already created, and you do not need to select events or price levels in this step.
  • Click Select Segments.
  • Check the boxes for any of your appropriate segments.
  • Click Select.
  • Draft, preview, and send your email.
    • See the rest of this guide for notes about adding content to your email and details on scheduling deliveries.

4. Email Content Tools

  • Reply-To. All replies to this email will be forwarded to this address.
  • Subject. The subject line of your email.
  • Message. Use the rich text editor to compose your email. You can personalize the message with automatically populating fields.
  • Use the Customer Name, Event Name, Event Date or Venue Address buttons to add tokens that will automatically pull that information from your account.
(Please note: After creating any new message, we recommend clicking Save Draft. Regardless, you must save your draft before you can send the email. Once your draft is saved, the page will refresh.)

5. Scheduling, Previewing and Sending Emails

Now that your draft is saved, you can choose to send your email, deliver a preview of your email to yourself, or schedule delivery for a later date / time. 

  • Send to Recipients. Send your email to all selected recipients.
  • Email Preview. Send a preview of the email to a specified email address. When you click this button, a window will prompt you to enter the email to which the preview will be delivered.
  • Schedule Delivery. Schedule automatic delivery for a specified time in the future. When you click this button, a window will open with two options. 
    • Relative to Event Start allows you to deliver the email at a specified number of hours before or after the time the event begins. 
    • Specific Time, however, allows you to specify an exact date / time to deliver the email.
  • Click Schedule and Save when you have finished. (You can edit this selection later by accessing the Schedule Delivery options that have now been added to the menu for this email.)

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