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Understanding the Standard email template in the Events app

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The Standard email template allows you to easily send attractive, branded emails that are rich in detail to your registrants. The Standard template does the work for you by dynamically creating the content of the email based on event and registration details while allowing you the ability to insert your own text that fits neatly into the context of an attractive user experience.

screenshot-standard-template-fundraiser-500.png

Where is the Standard email template used in the Events app?

When enabled, the Standard email template is used for event email confirmations to registrants as well as scheduled emails for any event where it has been enabled for the event email confirmation.

How is the Standard email template different from the Custom email template?

The Standard email template offers a preformatted email that dynamically displays details of the event and registration. The Custom email template provides a clean slate where you can include any details you wish and format it using the WYSIWYG editor.

What does the Events Standard email template consist of for event registration confirmations?

The Events standard email template is comprised of the following elements:

  • Your organization's logo, as defined in the Account Settings of your site
  • "Registration confirmation" heading
  • Event details section that includes:
    • The title of the event. "August Fundraiser Fish Fry" in the screenshot above.
    • An image dynamically pulled from the event description, if an image exists, as seen in the screenshot above
    • The date and time of the event. "Sunday, August 30, 2020, 5:00 PM to 8:00 PM EDT." in the screenshot above.
    • Links to add the event to a user's calendar
    • The location of the event. "Lake County Fairgrounds" and address in the screenshot above.
    • "View event details" button that links to the event details view in Soapbox
    • Host Header, if provided. "Thanks for registering!" in the screenshot above.
    • Host Message, if provided. "We look forward to seeing you!" in the screenshot above.
  • Virtual Meeting Details section, if the event has been integrated with Zoom, that displays the Zoom Meeting Id along with a list of attendees, their Soapbox Ticket Id and their personalized webinar links:

    screenshot-virtual-meeting-details.png
  • Order Summary section that includes:
    • The Soapbox Order Id
    • The date of the order
    • An itemized list of tickets reserved for a given order with pricing and discount details as well as any donation given

      screenshot-standard-template-fundraiser-order-summary.png
  • Payment Summary section, if needed, that includes:
    • The amount and form of payment
    • The transaction Id, if payment was made with a credit card

      screenshot-standard-template-fundraiser-payment-summary.png
  • Email footer that includes
    • The email address of the registrant
    • The address or your organization, as defined in the Account Settings of your site
    • The Soapbox Engage logo

 

What does the Events Standard email template consist of for scheduled emails?

Scheduled emails using the Standard template have the same basic format and are comprised of the following elements:

  • Your organization's logo, as defined in the Account Settings of your site
  • "Event update" heading
  • The body of your scheduled email
  • Event details section that includes:
    • The title of the event. "August Fundraiser Fish Fry" in the screenshot above.
    • An image dynamically pulled from the event description, if an image exists
    • The date and time of the event. "Sunday, August 30, 2020, 5:00 PM to 8:00 PM EDT." in the screenshot above.
    • Links to add the event to a user's calendar
    • The location of the event. "Lake County Fairgrounds" and address in the screenshot above.
    • "View event details" button that links to the event details view in Soapbox
  • Email footer that includes
    • The email address of the registrant
    • The address or your organization, as defined in the Account Settings of your site
    • The Soapbox Engage logo

What elements can I edit in the Standard template?

For the event registration confirmation, the Host Header and Host Message can be customized on an event by event basis. For the scheduled emails, the body of the email can be customized.

The logo in the email header and address in the footer are global elements defined in the Account Settings of your site.

Can I alter the design of the Standard template?

Not at this time.

Do I have to use the Standard email template for Events registration confirmations and scheduled emails?

Nope! If you wish to customize the entire email, you can still do so.

How do I enable the Standard email template as the default for my Events app?

You can set the Standard template as the default under Events > Configuration > Messages tab > Default Email Template.

How do I choose which email template to use on an event by event basis?

You can set the template used for a specific event by going to the Messages tab and setting the Email Template parameter, as you wish.

Can the Standard template be used with the Classes app shopping cart?

Not at this time.

Where else is the Standard email template used?

The Standard email template is used for the new web user emails sent to portal users as well as a number of emails as part of the peer-to-peer fundraising experience.

If you are not currently using the Standard template for the Events app, what's the best way to get started?

If you haven't done so yet, review and update your Account Settings to ensure you have your organization's logo and details all set.

After that, we'd recommend creating a test event with a free ticket, setting it to use the Standard template, and registering for the event using your own email address. This will allow you to confirm that the Standard email template meets your needs. If so, you can then set it as the default for the Events app. Once that is done, all existing and future events will use the Standard email template unless you explicitly change it for an individual event or update the Events > Configuration setting.

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