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Account Settings

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Event Metrics and Reporting

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Getting Started

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Setting up Attendee Profiles

Setting Up Exhibitor Booths

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Setting up Webcasts

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Webcast Tracks

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Email Templates

1. Click the 'Tools’ dropdown on Event Settings Panel, then 'Template Matrix.’ Here you’ll see various templates for emails, login pages, etc.  2. Scroll down until you reach email templates. You have the ability to change these templates out should you choose to. 

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Sending a test email

1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Emails’  2. Click into an already existing email that you created. 3. Click ‘Send a Test Email’ in the upper right hand corner.   4. Click ‘Select User’ to pick users in the system who will receive the test email (can search by name).  5. Click […]

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Creating an email distribution list

1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Emails’  2. Click into an already existing email that you created  3. Scroll down to Distributions [ET], then click ‘Create New Distribution,’ then ‘Filters.’ This is where you will decide who you want your email to go to. Select all applicable options that suit your […]

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Setting up Email Reminders/Confirmations

1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Emails’  2. Click 'Add New’  3. Fill out the Email Properties  -Email Title*: Required  -Subject Line*: Required  -Email Type: For internal reference (registration confirmation, etc.)  -Language: Select a language  4. Visit the Email Template library if you wish to start from a Chati email template […]

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Creating an Announcement Schedule

1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Announcements’  2. Click into an announcement that you’ve already created  3. Scroll down to ‘Schedule List’  4. Click ‘New Item’  5. Set the following: ‘Date/Time To Send,’ ‘User Type,’ and ‘In Space’  -Date/Time To Send: Set date and time  -User Type: Set the user type   […]

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Announcements Advanced Settings

1. Click the 'Messaging’ dropdown on Event Settings Panel, then ‘Announcements’  2. Click into an announcement that you’ve already created  3. Click ‘Advanced Settings’  4. Set the following: ‘Display Order,’ ‘User Type,’ ‘Sponsor,’ and ‘Duration’  -Display Order: Will affect the order of your announcements in the event  -User Type: Decide ifyou want the announcement to […]

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