Hello, my name is Chris. In this article, you'll learn how to create email templates for event confirmations, reminders, and follow-ups in LeadCenter.

Automating Event Emails

When setting up an event, you can configure automated emails that go out when:

• A contact registers for an event
• Their registration status changes (for example: Confirmed, Canceled, or Attended)

You can also configure reminder emails for upcoming events with options to send them:

• 3 days before
• 24 hours before
• 2 hours before
• 15 minutes before the event

Both text and email templates can be customized for these reminders.

Additionally, you can create follow-up emails that automatically send to the client after the event, based on their registration status.
For example, a follow-up message can be sent one day after the event.

Creating Event Email Templates

To create your event email templates:

• Go to the Marketing Dashboard.
• In the green menu, click Templates and select Emails.
• Use the Category Filter to choose Events.

You’ll see preloaded templates ready to customize.
For example, the Registration Confirmation Email template is preloaded and can be set to send automatically to clients when they register for an event.

Using Shortcodes in Event Emails

In the email body, you’ll notice the use of shortcodes.
These placeholders are automatically replaced with event and client information.

To view available shortcodes:

• Click the Shortcodes button.
• The shortcodes are grouped into sections. One of them is called Event Shortcodes.
• Click the arrow next to that section to expand and view them.

Important Notes:

• Event shortcodes can only be used in event-related templates.
• They cannot be used in email marketing or general transactional emails.
• If you include them in those types of messages, they will not populate correctly.

Event shortcodes work only in event confirmation emails, reminders, and event follow-ups.

You’ll find fields such as:

• Event Name
• Agenda
• Description
• Time and Date
• Meeting Link (for virtual events)
• Confirmation Link
• Cancellation Link

Including confirmation and cancellation links in your emails allows clients to easily confirm or cancel their attendance.

Using shortcodes saves you time and ensures each message contains the correct event information for every recipient.

Customizing and Previewing Templates

Once you’re happy with your template:

• Click Preview to see how the email will look.
• Customize it further by adding your logo, company signature, images, or legal disclaimers as needed.

Applying the Template to an Event

When you’re ready to use the template:

• Go to the Events Module.
• Open the Events List.
• Click the three dots beside an event and select Edit.
• Under Email Confirmation, choose your template from the Register dropdown menu.
• Use the Preview icon to double-check the email before saving.

This helps confirm you’ve selected the correct version.

Wrapping Up

That’s how you create and apply event email templates for confirmations, reminders, and follow-ups in LeadCenter.

Thank you!