How to create and manage emails

1. How to create a new email

Go to:
​Communication → Emails → Create a new email

Enter the required information:

• Email name (internal reference only)

• Subject line

• Recipient (who will receive the email)

• Email type (optional)

2. Understanding email types

Email types define when an email is sent automatically.

For example:

• A Registration confirmation email is sent automatically when a registration is created.

Key principle:

• With a type → sent automatically based on a trigger

• Without a type → must be sent manually, via an email rule or a campaign

Common email types

Core emails:

• Registration confirmation email

• Payment receipt email

Group emails:

• Group creation confirmation

• Group invitation

Team emails:

• Team creation confirmation

Module-based emails (only visible if the module is installed):

• Waiting list invitation

• Registration transfer

• Competition change

• Cancellation emails (request accepted / refused)

• Abandoned cart emails

• Gift entry confirmation

• Ballot cart payment confirmation

• Pre-registration invitation email

• Email to an application

• Application registration confirmation

• Application conversion email

3. Build your email content

Use the drag-and-drop editor to structure your email.

Available blocks:

• Text

• Image

• Button

• Divider / spacer

For each block, you can:

• Edit styling

• Move or duplicate

• Insert variables

• Delete

If you edit a text block, you’ll see a settings window pop up with many configurable options:

4. Use variables

Variables allow you to personalise emails with participant data.

You can insert:

• Form answers

• System fields (name, email, etc.)

• Registration data

• Metadata

This ensures each email is tailored to the recipient.

5. Save an email as a template

To reuse an email layout throughout all your editions:

1. Open your email

2. Click Settings (top right)

   

3. Select Save as email template

   

4. Name your template and add a preview image

5. Save

Templates help maintain consistency across your communications.

6. Video guides

6.1 How to create and manage emails