Templates & Variables
Create reusable email templates with dynamic personalization.
Email Templates
What Are Templates?
Templates are pre-designed emails that:
- Save time on common messages
- Ensure consistency
- Can be personalized
Creating a Template
- Go to Communications > Templates
- Click "+ New Template"
- Enter template name
- Write content
- Save
Template Structure
[Template Name]
[Subject Line]
[Email Body with Variables]
Using Variables
What Are Variables?
Variables are placeholders that automatically fill with recipient data:
Before sending:
Hello %firstname%,
After sending:
Hello Sarah,
Available Variables
Attendee Variables
| Variable | Description | Example |
|---|---|---|
%firstname% |
First name | Sarah |
%lastname% |
Last name | Johnson |
%email% |
Email address | sarah@email.com |
%fullname% |
Full name | Sarah Johnson |
Event Variables
| Variable | Description | Example |
|---|---|---|
%event_name% |
Event name | Tech Summit 2024 |
%event_date% |
Event date | June 15-17, 2024 |
%event_location% |
Location | Paris, France |
%event_venue% |
Venue name | Convention Center |
Registration Variables
| Variable | Description | Example |
|---|---|---|
%ticket_type% |
Ticket name | VIP Pass |
%registration_date% |
When registered | Jan 15, 2024 |
Using Variables
Insert variables directly in your text:
Dear %firstname%,
We're excited to welcome you to %event_name%!
Event Details:
- Date: %event_date%
- Location: %event_location%
Your %ticket_type% includes access to all sessions.
See you there!
Common Templates
Registration Confirmation
Subject: Welcome to %event_name%!
Dear %firstname%,
Thank you for registering for %event_name%!
Here are your details:
- Ticket: %ticket_type%
- Date: %event_date%
- Location: %event_location%
Your confirmation and QR code are attached.
Questions? Reply to this email.
See you soon!
The %event_name% Team
Event Reminder
Subject: %event_name% is in 3 days!
Hi %firstname%,
%event_name% is just around the corner!
Don't forget:
- Date: %event_date%
- Location: %event_location%
- Your ticket: %ticket_type%
View the full schedule: [Link]
We can't wait to see you!
Schedule Update
Subject: Important: Schedule update for %event_name%
Dear %firstname%,
We've made some updates to the %event_name% schedule.
Please review the latest schedule: [Link]
Key changes:
- [List changes]
Thank you for your flexibility!
Speaker Acceptance
Subject: Congratulations! Your talk has been accepted
Dear %firstname%,
Great news! Your talk has been accepted for %event_name%.
Please confirm your participation by [date].
Next steps:
1. Click here to confirm: [Link]
2. Review speaker guidelines
3. Upload your slides by [date]
Questions? Contact us at [email].
Congratulations!
Post-Event Thank You
Subject: Thank you for attending %event_name%!
Dear %firstname%,
Thank you for being part of %event_name%!
We hope you enjoyed the event and made great connections.
Here's what's next:
- Session recordings: [Link]
- Slides: [Link]
- Feedback survey: [Link]
See you next year!
Managing Templates
Editing Templates
- Go to Templates
- Click on template name
- Make changes
- Save
Duplicating Templates
- Open template
- Click "Duplicate"
- Rename
- Modify as needed
- Save
Deleting Templates
- Open template
- Click "Delete"
- Confirm
Organizing Templates
Use naming conventions:
-
[Registration] Confirmation -
[Reminder] 1 Week -
[Speaker] Acceptance -
[Post-Event] Survey
Template Best Practices
Structure
- Clear subject line
- Personal greeting
- Main message
- Call to action
- Sign-off
Personalization
- Always use %firstname%
- Reference their ticket/role
- Keep relevant to recipient
Formatting
- Short paragraphs
- Bullet points for lists
- Clear headings
- Mobile-friendly
Testing
- Send test emails
- Check variable replacement
- Verify on mobile
- Review all links
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