Email Automations

Automations send emails automatically based on triggers — no manual action needed.

Available Triggers

• Registration Confirmed — Send immediately or after a delay.
• X Days Before Event — Pre-event reminders.
• X Days After Event — Post-event follow-ups, satisfaction surveys.
• Session Bookmark Added — Remind the attendee about sessions they saved.

Creating an Automation

1. Go to Email → Automations.
2. Click New Automation.
3. Select a Trigger.
4. Set the Delay (e.g., immediately, or 2 days after trigger).
5. Select or create an Email Template for this step.
6. Optionally add more steps to build a drip sequence (click + Add Step).
7. Toggle the automation Active.

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Org-Level Automation Templates

If you run multiple events with the same automation flow, save your automations as Organization Templates.

1. On any automation, click Save as Template.
2. When creating a new event, go to Email → Automations → Load from Template to reuse it.