Introduction
Templates are reusable content blocks used for email communication or to display custom messages on the registration site. They help automate responses—such as registration confirmations—and control what users see during key actions like login or declined invitations. Using templates improves efficiency, ensures consistency, and enhances the registrant experience.
What can I do on the Templates page?
Manage templates for emails and public content
Go to Event Setup > Content > Templates to open the Templates page.
From this page, you can:
Add new templates
Edit existing templates
Set template display order
Delete templates
Templates display using the event's default theme unless another theme is selected. For more on themes, see Manage Themes.
How do I add a new template?
Steps to create a new template
Select the desired Category by scrolling down the page.
In that category, click the Add Icon.
In the Details section, complete the required fields:
Template Name: Name of the template
Description: Admin-only notes on its purpose
From Address: Sender's email (defaults to Support Email if blank)
From Name: Friendly sender name (e.g., Event Name)
Subject: Email subject line (can include Template Fields)
CC/BCC Address & Name: Optional additional recipients
Theme: Select a custom theme if needed
Send a copy as PDF: Check to attach content as a PDF
Attached PDF Templates: Add internal templates as PDFs
Upload Attachment: Click Browse to upload documents
In the Filters section, set filters to define when this template displays. See the Filters section for details.
In the CSS & JavaScript section, click the Add Icon and choose files from the dropdown.
In the Template section, design your content:
Type directly or paste HTML/plain text
Use the Template Fields menu to insert dynamic fields
To insert a hyperlink:
Highlight text
Right-click > Insert/edit link
Fill in URL, Title, Target, etc.
Helpful Template Examples
Public Locked: Shown when registration is inaccessible
Above Login Form: Displayed above login
Decline Invitation: Message after invitee declines
Click Save when done.
How do I edit a template?
Navigate to Event Setup > Content > Templates
Scroll to the desired template
Click the Edit Icon
Make updates in the Edit Template screen
Click Save
How do I reorder templates?
On the Templates List screen, drag templates using your cursor
Reorder as needed
Click Save to apply changes
How do I delete a template?
Templates can be deleted anytime. Emails already sent remain visible under the recipient's Email tab.
Click the Delete Icon next to the template name
In the confirmation dialog, click OK
Send a copy as a PDF attachment
It is often necessary to attach additional registrant specific content to email communications in PDF format. This information may already exist as an email template and should be attachable and automatically populated with registrant specific information, such as a PDF invoice containing auto populated registrant information and charges.
When creating or editing an email template, users will have a option titled "Attached PDF Templates," which will allow them to select and attach a template from a list of all available email templates.
If a user would like to attach a copy of the template they are currently creating or editing, the option "Send a copy as a PDF" can facilitate this action. When checked, this option will automatically create and attach a PDF version of the template.