Scenario

You've checked out the email templates HeySummit has made available and you want to change them a little to better reflect your brand.

Quick start

  1. Go to the left side panel menu and select Event Setup > Email Templates.
  2. Select the category you want to review.
  3. Before you make any changes, we recommend that you review the default first. To see how the email will appear to your audience, click on the three dots (...) next to the record and then select Send Test. This will send an email to the address you set up your account with. Review the email and determine if there are any changes you would like to see. 
  4. To change the subject line of the email or deactivate/activate the template for your event, click on the three dots (...) next to the record and then select Edit Record.
  5. You can edit portions within some of the email templates by clicking on the three dots (...) next to the record and then selecting Customise Email.
  6. When reviewing the template, you can edit the sections that have a white background when you move your cursor over it. There you can change text, add text and in some cases, use Markdown to add links, images and bulleted lists.
  7. You'll notice that some of the email templates have 'core block' that are pink when you move your cursor over them. These can't be edited while on this page viewing the draft. However, if you head to Content > Translations > Email Templates, you can edit the copy there by changing the corresponding fields. Be sure to check the changes make sense on your draft, as the translations that make up the sentences are coded and pieced together in a certain order. 
  8. By default, your email signature will be the first name of the primary account holder, but you can customise your signature by clicking on Email Settings at the bottom of the Email Template window.
  9. Each of your templates' footers can also be customised via Event Setup > Email Templates > Settings > From Name. You can customise your footer there with Markdown.

There's a complete list of who receives what and when right here. Everyone loves an email reminder, especially when life gets hectic and there are a million things to remember- too many emails, on the other hand, may feel overwhelming and spam-like. Check out this help doc on limiting the number of emails your attendees receive.

At any time, your users can unsubscribe from the emails you are sending to them via HeySummit. If you notice that attendees are unsubscribing to emails that you de-activated, this is not a technical issue. When a user elects to unsubscribe to a specific email type, they have the option to unsubscribe from all email types as well.

Other considerations
  • Although HeySummit offers several email templates, HeySummit is not designed to replace your Email Service Provider (ESP).
  • If you would like to send additional emails or more customised emails to your users, we recommend that you either export your attendee/speaker/affiliates lists and import them into your ESP or connect HeySummit to your ESP with Zapier.
  • Also, consider if you want to alert your users to every talk 1 Hour Before, 10 Minutes Before and/ or a Daily Digest. To deactivate an email template, refer to Step 4 above.
  • The email load can also be heavy if you don't choose to turn off emails that may be sent from webinar platforms, e.g. Zoom, or if you send out emails in addition to HeySummit's templates using your ESP.