Dynamic Emails save you tons of time from having to manually craft and send emails to specific registrants by allowing you to automatically send customized follow-up emails based on the registration option they select or purchase date.
Dynamic Emails can also be used to target upsell opportunities to certain registration options.
Sample Use Case - VIP Registrants
An event offers General Admission and VIP Experience registration options. Those registered for the VIP Experience are able to arrive early to meet and greet backstage.
Upon purchase, every registrant (GA and VIP) would receive a confirmation email with their order details, but only those registered for the VIP Experience would need to receive the special VIP instructions. So a Dynamic Email could be created and scheduled to automatically send 5mins (or whatever preferred time increment) after the purchases of a VIP Experience that would include the special VIP instructions.
Jump to...
Create a Dynamic Email
From the Pages screen hover your mouse over Email Center in the top menu bar
Select Dynamic Email from the drop-down
Click the Create Campaign button
Set the Name + Filters
Campaign Name: Name the email (This is for internal purposes only. for example: VIP Information)
Sent To: Select the page or page(s) for which. you'd like to create a Dynamic Email for. The email will only send to those who register on that page.
NOTE: If you select multiple pages, the ability to filter will go away. Filters are only available when you select one page per Dynamic EmailFilters: If you selected one page, you can set your desired filters to only send to specific registrants on that page.
Registration Option - When using a Registration Option field on the page, you can filter the Dynamic Email to only send to those who select specific Registration Options
Order Date - This is the date the person registers for your event (ie maybe you only send a Dynamic Email to the people who purchase within one week of your event because they'll need specific instructions)
NOTE: Dynamic Emails will only send to registrants who meet the email filters parameters. For example, if you create a Dynamic Email to send 24hrs after purchase, registrants who registered a week ago will not receive the Dynamic Email because it has now been longer than 24hrs after their purchase. It will only send to those who have purchased less than 24hrs ago or moving forward for new registrants.
Customize Your Message Details
Subject: Enter the subject line of the email
From Name: This will be who the email is showing it is coming from (most people put the event name or organization name)
Reply-To-Email: If a registrant responds to this Dynamic Email, their response will be sent to the email address listed in this field
Message: Customize your message text using the text editor
When the email looks good, click Review & Schedule
NOTE: Dynamic Emails will only send to ticket buyers with a Completed status.
Review Your Dynamic Email
Review the page and filters the email will be sent to
Set how long after someone registers that you'd like them to receive the email (this can be days, hours or minutes after the purchase)
Review the message content
If all looks good, click the Schedule Dynamic Email button
Available Actions
Once you schedule a Dynamic Email you can do the following:
Duplicate the email
Edit the email
Preview the email
Send a test of the email
Set as Active or Inactive - When setting a Dynamic Email to Inactive, if there are emails in the queue, they will still be sent. If you want to halt all future emails from sending, including those in the queue, delete this dynamic email
Delete - Once you set a Dynamic Email to Inactive, the trash can will appear, allowing you to then delete it
FAQs
What User Permissions do I need to be able to create and send Dynamic Emails?
A User would need to either be an Account Owner or have Full Account and Full Report Permissions in order to be able to send Dynamic Emails.
What are the available time increments I can schedule to send a Dynamic Email after someone makes a purchase?
Dynamic Emails can be sent in any of the following timeframes after a purchase:
5-55 minutes after purchase
1-23 hours after purchase
1-31 days after purchase