Using the “Issue Event Confirmations” option from the Event navigation in the staff site allows you to generate both email and print confirmation letters to registrants utilizing communication templates.
You can also take advantage of these features:
Send a custom email for a specific event.
Resend the email to attendees. For example, you might want to:
Generate a PDF for registrants without an email address on file
Flag registrations as ‘confirmation sent’ to avoid sending duplicates
There are two confirmation templates that come with iMIS but by cloning them you can create as many customized, branded versions as you need.
To start, go to Events in the left navigation and choose Issue Event Confirmations. Initially, the page is just pulling in all registrations that have not been sent a confirmation (via this page). You may see a message about the number of emails that can be sent at once but once you add in your criteria, this message will disappear unless you really are sending more than 500 emails, in which case filtering the results is recommended. (And cheers for a great event!)
Select the confirmation template you want to use from the dropdown. If you have created custom email event confirmation templates, you will see them listed here.
Choosing Print instead of Email will create a PDF file that can be printed.
The next step is to filter the registrations you want to include with the communication template. Here are the fields available to use:
Select a query
allows you to choose registrants based on whether or not they have an email address on file. You can use this filter along with the send option above, to generate a print version for those without email and an email version for those with email, all using the same template.
You can also filter by event title (for example, to send an email for all events that start with “Webinar”), event code, first and last name of registrant, event dates, and whether or not a confirmation has already been sent.
By default, Confirmation sent
defaults to ‘No.’ Change it to ‘Yes’ to resend a confirmation, or to ‘Any’ to generate a new letter to registrants in addition to the initial confirmation.
Clicking on the ‘Find’ button generates a list of registrants to be sent the confirmation. Scroll down to the bottom of the list and click on ‘Issue Confirmations’ to generate the emails or PDFs.
As with all communications generated from templates in iMIS, the communication is logged in the contact’s profile and can also be found under Marketing>Communication Logs.
Shared by Nadine Wychreschuk, Senior Application Consultant