Event Registration: A2Z RegTech: Glossary

Glossary

Idea
The glossary is a library of standard and advanced merge fields that can be used in events emails and HTML blocks to display dynamic information from a participant's record. 

Notes
Use case example: Personalize the greeting in the event confirmation email - Hello, {{first_name}}! The {{first_name}} field will automatically display the recipient's first name. 

To use the glossary to add merge fields to an email, follow the steps below:

  1. Choose the event from the company dashboard
  2. In the left-side navigation, click the down arrow next to Event Overview to expand the menu options
  3. Click Emails
  4. Use the search bar to find the email to edit
  5. Click the pencil icon to edit
  6. The glossary is located on the right side of the email body content editor
  7. Click between the general and advanced tabs to search for the desired field
  8. Click the Copy button next to the field

  9. Paste it into the email body content editor
  10. Click Save to only save your changes on the backend
  11. Click Deploy Live to deploy your changes to the live registration form 
    NotesThis will not trigger the email to send.

Use the glossary available in an email to update the verbiage in other HTML blocks within the platform settings. For easier reference, open the HTML block in one tab and the glossary in another. 

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