Email Templates and Attachments

Emails that are triggered by an action within your event  can be edited to match the tone and branding of your event.

These emails are not planned or scheduled, instead they are sent automatically when a certain action is completed, such as completing a purchase, using the forgot password function.

If you are interested in choosing the topic and recipients of an email, you may wish to use our Mailshots feature.

Email Templates

To access email templates, navigate to Website > Email Templates, and ensure you are in the Emails tab.  

Emails are listed in a table format, shown in 5 columns:

To edit an email, click on the name of your chosen mail to enter the editor.

When you are editing an email for the first time, you will see that the system version is greyed out and cannot be edited.

To get started with editing your email, click on Copy to create a secondary and editable version of the email.

You can now edit the (internal) name of the email, the subject of this email, and assign a header and footer.

In the body, edit the content of your email using the various formatting tools.

You can choose to use the Visual Editor or the Source Editor, depending on your preference. Format the text, add download links, media, and even use ChatGPT to hep write your message.

Click on the Variables button to add text that auto populates sections of your email, such as adding the recipient's name. Available variables change depending on which email you are editing.

When you are happy with your amendments, click Save.

Once you have saved your email, you can choose to activate your mail. Activating your email means that this version of your email will be the active version, an will be what the user receives when this email is triggered.

You can identify the active version of your email by locating the active tag in the email tab.

Finally, if you would like to see how the email will appear to the customer you can send yourself a Test Email.

Reply To and BCC

Reply To

All emails will originate from the From email set up in Event > Settings. By default, the from email in your event is noreply@evessio.com, however this can be amended by adding your Email Domain.

If you continue to use noreply@evessio.com, you may wish to add a Reply-to address so that the response will be redirected to your chosen email.

BCC

BCC stands for blind carbon copy in email, used to send copies of messages to recipients without revealing their email addresses. Recipients under BCC are hidden from everyone but the sender.

The BCC addresses can be manually added, or simply select BCC to Event Contact to ensure your event contact set in Event > Settings receives a copy of this email.

Attachments

Attachments are delivered as PDF files within your email, and can also be customised.

Access your attachments by navigating to Website > Email Templates, and click on the Attachments tab.  

Attachments are split into two sections; Product Attachments and Transaction Attachments.

To edit an attachment, click on the name of your chosen attachment to enter the editor.

When you are editing an attachment for the first time, you will see that the system version is greyed out and cannot be edited.  To get started with editing your attachment, click on Copy to create a secondary and editable version of the attachment.

You can now edit the (internal) name of the attachment, and the subject, which will be used as the name of the PDF. You can also choose to add a header and footer to the attachment if preferred.  

In the body, edit the content of your attachment using the various formatting tools.

You can choose to use the Visual Editor or the Source Editor, depending on your preference.

Click on the Variables button to add text that auto populates sections of your email, such as adding the recipient's name. Available variables change depending on which email you are editing.

When you are happy with your amendments, click Save.

Once you have clicked saved, you can choose to activate your attachment. Activating your attachment means that this version of your attachment will be the active version, an will be what the user receives.

You can identify the active version of your attachment by locating the active tag in the attachment tab.

Finally, if you would like to see how the attachment will appear to the customer, you can send yourself a Test Email.

Header and Footer

Access your header and footer by navigating to Website > Email Templates, and click on the Header or Footer tab.  

The System Header and System Footer are blank, and cannot be edited. Like emails and attachments, you can create an editable version.

When you are done, click Save.

The, you can edit your email or attachment to use the header or footer you have created.

If you would like to make your header or footer the default option once saved, select Make default.