HeySummit gives each event a set of email templates for common attendee, speaker, sponsor, affiliate, host, and organiser messages. You can review how each email looks, adjust the editable parts of the template, and control event-wide email styling from Email Settings.
Before changing an important template, preview or test it first so you can see what the recipient will receive.
Preview before editing
From your event dashboard, go to Emails.
For a transactional email, click the three dots (...) beside the email and choose Preview Email. You can also open the email with Edit Email and then choose View preview.
Choose a recipient. For date-specific emails, such as daily digests, talk reminders, attendee schedules, and replay emails, choose the relevant preview date too.
Review the rendered email in the drawer. Previewing does not send an email and does not create delivery logs.
If you want to check inbox delivery, sender details, subject lines, or the overall mailbox experience, choose Send Test Email instead. Test emails are sent to the dashboard user who clicks Send Test Email and use placeholder links, so register as a real test attendee when you need to check personalized attendee links.
For more detail, see Testing Out Your Email Templates.
Edit an email template
Go to Emails.
Click the three dots (...) beside the email and choose Edit Email. If you see an upgrade prompt instead, your current subscription does not include customizable email templates.
Use the Content tab to update the sender, subject line, and editable text blocks. The editor autosaves changes and shows a Saved status when the latest change has been stored.
Use View preview to check the rendered result before publishing or sending.
Use Publish, Unpublish, Publish & Send, or Publish & Schedule where those actions are available for the email type you are editing.
Some blocks are generated by HeySummit from event, attendee, ticket, talk, speaker, or sponsor data. These native blocks may appear in the editor as preview-only sections rather than editable text. To change what appears in those blocks, update the source record or setting that feeds the block, then preview the email again.
Audience, scheduling, and settings tabs
Depending on the email type, the editor may also show Audience, Scheduling, and Settings tabs.
Transactional emails have fixed audience rules because HeySummit sends them in response to specific event actions.
Manual broadcasts and sequences can include audience filters, scheduling, follow-ups, and additional settings when those features are available on your event.
Reset a transactional email
If you need to undo edits to a transactional email, click the three dots (...) beside the email and choose Reset Content. This restores the subject and editable blocks from HeySummit's current default template for that email.
Event-wide email branding and footer
For styling that applies across your event emails, go to Event Setup > Settings > Email Settings and click Update.
From Email Settings, you can adjust Title Colour, Link Colour, Body Colour, Body Font Size, and Additional Footer Content. Footer content supports Markdown and appears at the bottom of emails sent for the event.
Other considerations
HeySummit email templates are designed for event-related email, not as a full replacement for your email service provider.
If you need extra marketing emails or more customized external campaigns, export the relevant audience or connect HeySummit to another tool through Zapier where appropriate.
Review when HeySummit sends your event emails and how to limit the number of emails attendees receive before your event goes live.
Attendees can unsubscribe from email categories through links in HeySummit emails. If someone unsubscribes from an email type you later deactivate, that is expected unsubscribe behavior rather than a technical issue.
If you also use webinar-platform reminders, such as Zoom emails, check those settings too so attendees do not receive duplicate reminders.