From the Marketing tab, Premium Webinar users can access and customize all automated emails that Webinar sends on your behalf.
1 Access the Marketing tab. Begin by selecting your webinar. From the left-hand navigation, click Marketing.
2 Edit the email header. Click the name of the email you want to customize. In the Email Header section, click Edit.
Under Subject, you can enter a new email subject line. Click the icon to the right of it to personalize it further using data tags.
NOTE: Data tags are placeholders for information stored within Cvent that can change depending on who is viewing the email.
Check the box next to the data tag you want to use. Click Add.
In the example below, we've customized the Registration Confirmation email so each attendee will receive a personalized subject heading with their name, as well as the webinar title and start date.
You can edit the "From name" if necessary, and use the dropdown to select a different "From email."
When you are done, click Save.
3 Design your template. In the Email Preview section, click Open email designer. Click Build to the right of the canvas. Drag and drop the different widgets onto your canvas, or customize a widget already on the canvas by clicking on it.
Additional settings will appear to the right of the canvas. In the Configuration Options section, you can format the text by bolding it, using italics, or changing it's color, as well as adjusting the text's alignment and inserting bulleted lists.
NOTE: You can change the front across all email templates at once by clicking Theme from the right-hand navigation, then Font, and selecting a primary and secondary style from the dropdowns.
To add a hyperlink, highlight the text you want hyperlinked, then click the icon. Link settings will appear to the left. Determine what type of link it will be. Depending on what you select, enter the URL or email address you're linking to. For a URL, decide if you want the link to open in a new tab or the current one. Click Apply.
To add data tags, place your cursor where you want to insert the data tag in the text box, then click the icon. The data tag list will open to the left. Search for a specific tag by entering keywords in the search box. Or, use the dropdown at the top to choose a data tag category, then browse the list. Click the data tag to add it. Click Close.
NOTE: To make changes to another email template without having to return to the Marketing tab, click the Email dropdown in the top-left corner, then click on the email name to access it's template in the builder.
โ 4 Manage your header and footer, if necessary. Click the Email dropdown in the top-left corner of the canvas, then Header & Footer. Customize your header and footer on the canvas.
5 Test your template. In the top-right corner, click Save if you've made any changes, then click the icon to close the builder. Click Send test email.
Enter the email and click Send.