In this article, we will give you an overview of the Emails page, and outline how you can use the Custom Email feature within the Grip Dashboard to personalize the welcome email that is being received by your event participants.
Welcome emails are sent out to users once the platform is configured and launched (date and time customizable). Default emails are sent out on Fridays, reminding inactive users to access their profile, or, to active users, summarizing users that have been showing interest. Other automatic emails are sent for meeting request updates, and when a session has been added to a participants schedule and that session is about to begin.
In this article we will cover:
Overview of the Emails page
1. To get to the 'Emails' page within the dashboard, click the 'Engage' tab and click 'Emails'.
2. When you first land on the emails page you will see 'Email Settings' at the top right of the page.
3. When the email settings tab opens you will see and be able to enter your Mailgun Domain, and support email address. You will also see five toggles; Enable Emails, Meeting Transactions, Meeting Reminders and Arrivals, Connections, and Chat Messages. These can all be toggled off. If you do not have a Mailgun Domain please read this article.
4. Next you will see 'Email Analytics'. Here you will see your processed emails, delivered emails, opened emails, clicked emails, total number of unsubscribes, and email open rate.
5. Below email analytics you will see 'Custom Emails'. Here you can create an email, edit/resend, preview, duplicate, or delete a custom email. More on this in the section below.
6. Below custom emails is the 'Welcome Emails' section. These different email templates can be sent manually or you can toggle on 'Registration Auto-Sending' which will automatically send the welcome email to new people that register for the event. You can also see the analytics of each email. Welcome emails will only be sent to inactive users.
6a. To send a welcome email, click 'Send bulk email'. You can click the toggle which will send the email to active users and inactive users (all users within the event).
7. Below welcome emails is the 'Meeting Emails' section. If you have Meeting Transactions', and 'Meeting reminders and Arrivals' toggled on in 'Email Settings', participants will receive the emails listed on this page. You can preview these emails by clicking 'Preview' on the right hand side.
8. The last section on this page is 'Engagement Emails'. Like meeting emails, engagement emails will be sent to participants within the platform. These emails will be sent based on the engagement types shown in the image below. You can also preview these emails on the right hand side of the page. These can also be toggled off within 'Email Settings'.
How to configure a Custom Email
Custom emails can be configured and scheduled to be sent directly from within the Grip Dashboard.
1. Under the 'Engage' tab in the dashboard, click 'Emails'.
2. Click 'Create Email' under the custom emails section on this page.
3. You will now see the 'Choose Segment' page. Here you will see 'Type' which is not clickable as this this the default option. 'equals' means it will send to the the Data Types selected (in this case In person exhibitor reps), 'not equals' means that it will not go to the Data Types selected. In the last box you can select the Data Types within your event.
3a. Underneath the 'Type' field you will see a '+' symbol. There will be three options to choose from, listed in the table below. You can only select one other filter per email. After your selection click 'Next'.
| Filter | Equals or does not equal destination group | Destination group |
| User status | Equals/Not equal | Inactive Within App, Active within App, Inactive within Event, Active within Event |
| Session Attendees of Session | Equals/Not equal | Select a session within your event |
| Private Attendees of Session | Equals/Not equal | Select a session that has private attendees |
4. Now you will be on the 'Compose Email' page. Here you can pick a template, there are three options; Short welcome email, Long welcome email, and Session invite email. Important note, if you have a multi-language event (English and German for example) you will have to customize the welcome email in both languages.
4a. Short welcome email. In the short welcome email there are seven editable fields.
4b. Long welcome email. In the long welcome email there are 13 editable fields.
4c. Session invite email. In the session invite email there are nine editable fields. Including, a specific session from within your event.
When complete, click 'Next'.
5. You will now land on the 'Settings & Review' page. Enter your email name, email link (to the event. This will default to the event smart marketing link. We recommend not changing this), email sending time, test email recipient (We highly recommend sending a test email to yourself before activating the custom email), and the estimated segment size (total number of emails that have been selected).
6. Finally, click 'Send email', 'Schedule email', or 'Save email'. These buttons will change based off your email sending time.
