Email Automation allows you to create drip email campaigns. This is a simple yet powerful tool you can use to drive revenue to your event and it's available within your account.
Email Automation basics:
Create and schedule 3-5 emails to send over the span of several days to registrants from previous events.
You can also enter email addresses you’ve collected outside of RegFox.
As your emails go out, see clicks, registrations sold and revenue in near real-time.
Drive revenue and attendance using this secret weapon of marketers we’ve made available to you right inside RegFox.
$9 per month, per product + $0.02 per email sent.
Email Automation Pricing
An email automation plan is $9 per month + $0.02 per email
If you add an Email Automation plan to your RegFox account, you can send emails to recipients from any of the products, but you can only track registrations to RegFox pages. If you'd like to track sales to other products, you'll want to add a plan to TicketSpice or RedPodium or GivingFuel.
Jump to...
Create a new email automation
From the Pages screen, hover your mouse over Email Center in the top navigation bar
Select Automation from the dropdown
Click the Start Using Automation button to get started sending email drip campaigns
Give your automation a name - This is for internal and reporting purposes only
Set who you would like the email automation to send to
Past Registrants - This allows you to send emails to past registrants by selecting the pages they had registered through
Manually Enter or Import Emails - This option allows you to paste in email addresses from past registration providers you've used, or MailChimp or other places you've captured emails
NOTE: When you import emails into an email automation, they will not be imported into your RegFox Contacts. They are only used as recipients in the email automation you create.
Tracking - When Track Registrations is enabled, our system will track which recipients register through the link in your email and it will report total registrations and revenue. Any recipients who complete a purchase will be removed from the remaining emails in the sequence.
Select the page you'd like to track sales for
Click the Save button
Add the first email to the automation sequence
From the Pages screen, hover your mouse over Email Center
Select Automations from the dropdown
Click the eye icon next to the automation you'd like to add emails to
Click the Create Email button
NOTE: You'll schedule the date and time this first email will send in a later step when you publish the automation.
Give your email a name - This is for internal and reporting purposes only
Set the Subject Line of the email
Enter the From Name - This will be who the email is showing it is coming from
The Reply-to email is if any recipients reply to the email, their response will go to the email address entered in this field
Page Link - It will display the page URL that you will be tracking sales to
Message - The message field is where you can use the text editor to customize your email message
Click the Review Email button to see a sample of your email
if all looks good, click the Save Email button and it will be added as the first email in your sequence
You can then edit, view, send a test or delete the email from the automation
Add additional emails to the sequence
From the Automations screen, click the eye icon on the Automation you'd like to add additional emails to and click the Add Email button
Give your email a name - This is for internal and reporting purposes only
Set the Subject Line of the email
Enter the From Name - This will be who the email is showing it is coming from
The Reply-to email is if any recipients reply to the email, their response will go to the email address entered in this field
Page Link - It will display the page URL that you will be tracking sales to
Message - The message field is where you can use the text editor to customize your email message
Click the Review Email button to see a sample of your email
Set the number of days after the previous email in this sequence that you'd like this email to send
Set a specific time of day you'd like the email to send
If all looks good, click the Save Email button and it will be added to the sequence
You can then edit, view, send a test or delete the email from the automation
Publish the email automation
From the Automations screen in the Email Center, click the eye icon next to the automation you'd like to publish
Click the Publish button in the upper right corner
Choose if you'd like the first email to Send Immediately or Schedule a future date and time for it to send
Click the Publish button
The email statuses will then show as Scheduled and the recipients, clicks and registrations and sales revenue will update as each email is sent out
NOTE: You will not be able to edit your automation title, recipients or page tracking once you publish. You can edit, test or delete an existing email in an automation as long as it hasn’t sent.
View, edit, send a test or delete an email
From the Automations page you can click any of the following icons:
Pencil icon allows you to edit the email
The eye icon allows you to view the email
The envelope icon allows you to send a test email
The trash can icon allows you to delete the email from the sequence
NOTE: While an email in the sequence has a status of Scheduled, you are able to view, edit, send a test and delete the message. But once an email is sent, you are no longer able to send a test, make edits or stop it from sending.
You also can click the Stop Automation button as well to stop the sequence all together.
Warning: Deleting an email from your automation sequence cannot be undone. So proceed with caution.
A few tips to consider when reviewing a test email
Double check the spelling
Make sure any images display correctly
Reply to the email to ensure the reply-to email address is correct
Click on all website links to make sure they go to the right webpage
If you have included a link to a file make sure the file downloads correctly
FAQs
Q: How do I delete an email automation?
A: You can only delete an email automation if no emails have been sent. Once emails have been sent from an email automation it can no longer be deleted. But, the remaining emails can be stopped from sending. Go to your automation and click either the trash can icon or the Stop Automation button in the upper right corner.
Q: How do I edit my automation?
A: NOTE: Once your email automation is published, you are no longer able to edit the automation, but you can still edit the emails that have not yet sent within the automation. Simply go into the Automation and click the pencil icon.
Q: How to I cancel my email automation plan?
A: To cancel your email automation plan, from the Pages screen, hover your mouse over Email Center in the top navigation bar and select Automatons from the drop down. Select View Automations Plan. Click Cancel Automations.
NOTE: Canceling your automation plan will stop any active automations, and will cancel all upcoming emails within those automations. You can restart your automation plan anytime, but you cannot restart a stopped automation.
You will be able to view created automations and emails, but will lose the ability to edit, schedule or send any emails. You will also no longer receive $9/mo invoices for automations.
Q: How do I drive revenue with my email automation?
A: Here are some tips to send an email automation that drives revenue.
🏆 3 Tips for Creating an Email To Drive Revenue
Grab the reader's attention with a compelling subject line: The subject line is the first thing that recipients will see in their inbox, so make sure it's attention-grabbing and relevant to the content of the email. Avoid using spammy-sounding phrases or all-caps text, as these may trigger spam filters.
Keep the message concise and clear: People are bombarded with emails every day, so keep your message short, simple, and easy to understand. Make sure the main message is communicated early on in the email, so readers don't have to scroll or search for it.
Make the call-to-action clear: Whatever action you want your recipients to take, make sure the call-to-action is clear and easy to find. Use a button image or hyperlink.