How It Works
Receive an inquiry — An RFP or sales lead lands in your inbox.
Forward the email — Forward it to your organization's unique Event Temple forwarding address.
Inquiry is created — Event Temple automatically creates a new inquiry, extracting details like contact name, company, phone, and email.
Setting Up Email Forwarding
Go to Settings → Tools → Email Forwarding.
Copy your organization's Forwarding email address (e.g.,
inbox-xxxxxxxx@mail.eventtemplemail.com).In your email client, forward any inbound inquiry to that address.
Configure Default Settings
Under Settings on the Email Forwarding page, you can set:
Assignee — The team member automatically assigned to bookings created via email forwarding.
Pipeline Stage — The default stage new bookings will be placed in (e.g., Inquiry).
Click Edit to update these at any time.
Viewing Processed Inquiries
All forwarded emails appear in Inquiries (left navigation). Each inquiry shows:
Column | Description |
Summary | AI-generated summary of the email content |
Source | How the inquiry was received (e.g., Email) |
Status | Processed, Needs Review, Unread, or Failed |
Booking | The booking automatically created from the inquiry |
Created At | Date and time the inquiry was received |
Use the filter tabs — All, Needs Review, Unread, Failed — to quickly find inquiries that need attention.
What Gets Extracted Automatically
When an inquiry is processed, Event Temple's AI attempts to extract:
Contact details — Name, email address, phone number, and company
Booking details — Start date and end date (where present in the email)
AI Summary — A plain-language summary of the inquiry
Each inquiry displays a Confidence score indicating how reliably the details were extracted. If confidence is low (e.g., 30%), review the extracted details before proceeding.
Tips
Double-forwarded emails work — If an email was forwarded to you before you forwarded it to Event Temple, the system handles the chain and extracts the original sender's details.
A booking is created automatically if confidence level is high — Once processed, you'll see a linked booking (e.g., BK-00210) directly from the inquiry view. Click View Booking to open it.
Failed inquiries — If an inquiry fails to process, check the Failed tab and review the original email for formatting issues or missing information.
AI Credits
Email Forwarding uses AI credits to process each inquiry. You can monitor your usage under Settings → Subscription. The free plan includes 100 credits per month, which reset on the 1st of each month with no rollover.