Event Registration: A2Z RegTech: Automated Emails and Triggers

Email Triggers

Idea
Specific actions taken by participants can trigger an automated email(s) to send. Clients are able to adjust which emails will be sent for each email trigger. 

To change the email(s) that will be sent for specific email triggers, follow the steps below: 

  1. In the left-side navigation, click the arrow next to Event Overview to open the menu 
  2. Click Emails
  3. Click into the Triggers tab
  4. Click the pencil icon next to the trigger you want to edit
  5. Click the drop-down arrow under These emails will be sent: to select which email(s) should send for this specific trigger
    • Note: multiple emails can be selected

  6. Click Save

Email Trigger Explanations:

  • Admin Declined Registration: participant registration is declined by an admin
  • Admin Approved Registration: participant registration is approved by an admin
  • Lead Retrieval Order: participant completes their order for Lead Retrieval
  • Registration Complete: participant completes their registration
  • Registration Cancelled: participant cancels their registration 
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