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Send an Email From Event Temple
Send an Email From Event Temple
Updated over 9 months ago

Before sending an email, you should set up up your email as outlined in this article.

The majority of the time, your Contact will have a Booking. In this case, we recommend emailing from the Booking Summary. This will ensure replies will also sync to the Booking, giving you & your team visibility

  1. Click on the Emails sub-tab from the Booking Summary page

  2. Select the New Email button

  3. The Primary Contact's email will be selected by default, add any additional contacts by using the BCC and/or CC fields.

  4. Fill in Document, Event & Invoice information as appropriate

  5. Optional: Select an email template

  6. Complete the body of the email

  7. Click Send when complete

Alternative ways you can send emails to Contacts include via the Mail Tab & Contact Summary Page.

Mail Tab

  1. Click on Mail on the left-hand sidebar in Event Temple

  2. Select the New Email button

  3. Input the intended Recipient in the "To" field

  4. Fill in Booking, Document, Event & Invoice information as appropriate

  5. Optional: Select an email template

  6. Complete the body of the email

  7. Click Send when complete

Contact Summary

  1. Click on the Emails sub-tab from the Contact Summary

  2. Select the New Email button

  3. Fill in Booking, Document and Invoice information as appropriate

  4. Optional: Select an email template

  5. Complete the body of the email

  6. Click Send when complete

Additional Information

There is a limit of 20MB the size of email attachments being sent from Event Temple. Anything larger will have to be compressed or sent through another medium.

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