How to Send Emails?

How to Send Emails?

There are many options available to filter and sub-filter the list of recipients. The list of recipients receiving the email will be based on the current list of contacts at the time the email is sent.

E.G.

  • To Email All Authors - Select All Authors tab, Click Go beside Primary Contacts > All Authors
  • To Email All Authors in a Certain Track - Select Primary Contact tab, Click Go beside Authors in Track
    • TIP: To select multiple tracks click one track and hold the command/control key to select other tracks to include in the email or download.
  • To Email All Invited Primary Authors - Select Primary Authors tab, Click Go beside Invited Primary Authors

How to Send Emails:

  1. Click Dashboard
  2. Click your Speakers Module
  3. Click Reports button
  4. Use the tabs on the top to filter or drill down into the group of people to email (Primary Contact, All Authors, Presenters etc.)
    NOTE: These tabs are created automatically based on the modules and functionality of the specific conference management system.
  5. Click the Go button to the right of the group to email.
  6. More Sub-Filters may be available, if so select the sub-filters and click Advance.
  7. Click Send Email
  8. Compose the Email
    *To reuse a previously sent message, under the Compose Email heading, click on the link for 'Click here to use a message from email history', locate the email and click re-send button to pull the message content into the compose screen

    TIP: In the message body, use the integrated [HOT KEYS] to customize the email text for each individual recipient. Ensure to copy and paste the entire hot key field including the square brackets. The list of Hot Keys available will change depending on where the email compose screen is opened from.
    • e.g. [Title]
  9. Click Preview Email
  10. Uncheck any recipients on the list that you don't want to receive the email (if any). 
  11. Click Send Email Now (to send immediately) OR Click the calendar icon to select a date and time, then click Schedule Email.


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