Overview

You can create Trigger Emails from a website or app


For this example, we will be creating an email trigger with the following settings from an app:
  • To be sent upon Form Submission
  • To be sent to Registrants who chose Toronto or Vancouver
  • Registrants who are bringing a guest(s)
  • with a Trigger Delay of 1 hour
  • The body will be filled with dynamic field values (using double curly brackets "{{value here}}") filled by the customer from the form(s) OR session information, both of which can be placed in the email.



Triggered Email Steps


  1. Click on the blue mail icon, located on the bottom right corner of the page you're creating a trigger email for.




  2. There are two types of Trigger Actions
    1. Form Submission: 
      To trigger an email off of an action made by a user on web or app, select Form Submission from the trigger types.  This is most commonly used for confirmation and photo emails. Form submission trigger email is triggered once a form is fully submitted into the Database.  
    2. Data Record Update: 
      This feature is used to send a triggered email  based off of a record that is updated and saved on the Platform. Data record update is most commonly used in situations where a submission is either approved or denied by an administrator and their profile is updated within the Database to reflect this action.  When the record is updated, an email trigger to be sent depending on the option chosen.

      This can be updated in two ways:

      1. For a check-in app, editing a pre registered attendee data on a form is considered a data record update.

      2. The data of a record is updated in the database.  vIt can be done be either changing a value or filling in a value to a blank field.

      Image Placeholder
  3. Select a template. For this example, we've selected "Headlight Confirmation"
  4. For this example, we've changed the following: General Settings
      • Email Subject
      • Sender Name
      • Sender Email - contact your Account Manager or Customer Service Representative so we can set up your domain name and you can update your DNS information.
  5. Once you enter the body of the email, you will see that your edits on the left-hand side will immediately reflect on the view panel (WYSIWYG Editor - "What You See Is What You Get")
  6. We used dynamic field values (entries submitted by customers OR session details that we can put on the email) on the greeting and the body of the email using curly brackets. The platform automatically fills it in, upon sending, with the corresponding entry in the database. For this example, we used the following
    1. {{firstName}} - greeting
    2. {{lastName}} - greeting
    3. {{sessionContent_location}} - location of the session that the customer has signed up for
    4. {{sessionStartDate}} - start date of the session that the customer has signed up for
  7. Social
    1. You can change the image by double clicking on the current image
    2. To add an image, you can click on the image symbol, located on the left side of the text editor within the Social Paragraph section
    3. To link the image (or any other text within the body or footer), click on the link symbol, located on the top-right
  8.  Unsubscribe: we can either make this page for you or you can link it to a page you may already have
  9. Contact Us: you can either link it to your email or, like the unsubscribe, link it to a page you may already have
  10. Trigger & Delays: you can set a delay period of when to send the email once the customer submits their entry.
    ex. If customer ABC submits an entry at 10:00AM and you have set a delay of 1 hour, then the email will be sent at 11:00AM
          If you'd like the email to send right away, then you don't have to fill this out but make sure all values are set to zero
  11. Filter Recipients: you can set emails (both trigger and scheduled) to only send to a particular group of entries. For this example we are sending to entries with the following data:
    1. Toronto or Ottawa selected cities
    2. Customers who are bringing guests

  12. Once you're done, you can send a test email to yourself.