Creating an e-marketing message

From the Control Center of your meeting, select e-Marketing under the Communications header. Then, navigate to the Message Library tab. Any messages you have created in the past (including messages cloned from a previous meeting) will be listed here. 

There are three ways you can set up a message:

  1. Start a new message: select Create New Message at the top of the page
  2. Copy an existing message:click on an existing message's name then select the Save As icon to create a copy of the message. Enter the new message's name then click OK.
  3. Edit an existing message: click on an existing message's name to begin making changes

The message window will include the following required fields:

  • Name:the name of the message for your reference in the backend only; does not show to recipients when the message is sent out
  • Sender's Name: the name of the person (or organization) the message is coming from
  • Sender's E-mail: the email address of the person (or organization) the message is coming from; the email address that replies to the message will be sent to
  • Subject:the subject line of the message to display in the recipient's inbox
  • Message Type:designates whether the message is informational (like a payment due reminder) or promotional (like an invitation to register for an event); promotional messages will only be sent to those who have opted to receive commercial/marketing messages

Below those fields will be the main content area where the body of your message will be entered. The message editor is a WYSIWYG ("What You See Is What You Get") editor similar to a word processor. In addition to text, you can insert items like links, images, and tables, as well as control formatting such as the fonts, colors, and sizes. 

The toolbar will also include a mail merge fields tool for you to insert placeholders that will be replaced by actual content when sending. For example, the mail merge tag would be replaced with the first name of the recipient when sending. The mail merge tags can be used for personalization (like in the case of the tag) or for inserting general information (like the or the )

Note:

  • We recommend that you use an e-mail address through your organization's domain as the sender's e-mail (like bob@eventname.org). We do not recommend using e-mail addresses through AOL, Yahoo, or Gmail as the sender e-mail as those are more likely to get flagged as spam and to not be delivered. 
  • If you will be copying and pasting content from another source (like Microsoft Word) use either the Paste as Plain Text button or the Paste from Word button in the toolbar. Otherwise, you may paste in extra formatting from the original source that is not visible when editing but does have an effect on the content/layout of the message that is ultimately delivered to your recipient's inbox.

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