Creating or modifying an event announcement

The event announcement is a type of automated marketing campaign that can be used to automatically notify your clients whenever you schedule a new instance for an event.

The event announcement will be sent to clients who previously registered for your events and can be sent as an email, SMS message, and/or push notification.

When creating an email template, please remember that there is a character limit of 102,400 characters and that we recommend you do not use complicated HTML code, JavaScript, or loading scripts in email templates, as these are not supported by all mail receivers.
NoteYou can send a test email when editing an event announcement template by clicking the Send test email button and entering a receiving email address. If you send a test email to a client or staff member with a profile on WellnessLiving, the test email isn't affected by the client notification settings or staff notification settings. When you send a test email, some of your email variables will populate with placeholder information. For example, the [PasswordMessage] variable populates as 0123456789.

In this article

    To create or modify an event announcement email:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
    4. Under Event Announcement:
      • To create a new event announcement template, click ADD at the bottom of the list.
      • To modify an existing event announcement template, click the Edit this template button .
    5. Under TEMPLATE INFORMATION, configure the following:
      • Under Template Name, enter a name for the email template. This isn’t a required field. If you don’t enter a name, the default name of the marketing campaign will be used.
      • Under Description, enter a description for the email template. This isn’t a required field. If you don’t enter a description, the default description of the marketing campaign will be used.
    6. Under SETUP, configure the following:
      • Under Email Send Rules, enter a number under Send notification after event was scheduled and select minute, hour, or day, from the list to define how much time should pass after an event is scheduled before the email is triggered. By default, the email will be sent after any event is scheduled.
        • If you select a specific event from the Any Event list, the campaign will be triggered the set amount of time after the specific event is scheduled.
      • To send this campaign only to specific client types, set the Send only to specific Client Types option to ON, and then select the checkbox for each client type you want to email.
      • To send this campaign only to specific client groups, set the Send only to specific Client Groups option to ON, and then select the checkbox for each client group you want to email.
        • Select the Isaac Churn Risk checkbox to send the notification only to clients who are predicted to be at risk of leaving on the Isaac Churn Risk Report.
        • If you’ve selected a client type and a client group, the email will only be sent to clients who fall under both categories.
    7. Under Compose email, configure the email content. For more information, see Automated email template settings.
      • Under Email content, enter the body of the email message.
        • Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button Copy to clipboard next to a variable, then paste it in the Email content field. For more information, see Email variables.
        • To add a link to the email message:
          1. Copy the URL of the page you want to link to the email. This can be a link to a website, a file on Google Drive, or any other link you want to send.
          2. Under Email content, click where you want to insert the link. If you want to link text that is already in the email body to the URL, select the text.
          3. Click the Insert/edit link button. The Insert/Edit Link dialog box is displayed.
          4. Under URL, paste the URL of the link.
          5. Under Text to display, enter the text you want to appear in the email.
          6. Under Title, enter the text that you want to appear when a recipient hovers over the link.
          7. Under Open link in… select how you want the link to open. If the recipient is viewing the email in a browser window, Current window will open the link in the same window and New window will open the link in a new window.
          8. Click Save.
        • To add an image to the email message from a URL:
          1. Copy the URL of the image you want to add. You can only add images that are hosted online.
          2. Under Email content, click where you want to insert the image.
          3. Click the Insert/edit image button Insert/edit image button. The Insert/Edit Image dialog box is displayed.
          4. Under Source, paste the URL of the image.
          5. Under Alternative description, provide a description of the image. The description will be displayed instead of the image for recipients who prevent their emails from displaying images.
          6. Under Width and Height, enter the horizontal and vertical dimensions of the image in pixels, if desired.
            • Set the Constrain proportions option to Locked Constrain Proportions option locked if you want the system to maintain the horizontal to vertical proportion when you resize the image.
            • Set the Constrain proportions option to Unlocked Constrain Proportions option unlocked if you want to modify the dimensions freely.
          7. Click Save.
        • To add an image to the email message using Imgur:
          1. Go to https://imgur.com/.
          2. Click New post.
          3. In the popup, select the image you want to upload.
          4. After the image is uploaded, copy the image.
          5. Go back to the email template and paste the image at a desired position in the email template.
        • To customize the source code of the email template:
          1. Click the Source code button .
          2. Enter your custom HTML, CSS, or JavaScript code.
          3. Click Save.
      • To activate the campaign, at the top of the page, set the ACTIVATE EMAIL option to ON.
      • Click SAVE. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by email send rule changes.
        • If no clients are impacted, no option is displayed at the bottom of the popup. Click OK.
        • If any clients are impacted by changes to the email send rules, the Send email to affected clients option is displayed at the bottom of the popup. To send the email to affected clients immediately, set the option to ON, then click OK.
       

    To create or modify an event announcement SMS notification:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
    4. Under Event Announcement:
      • To create a new event announcement template, click ADD at the bottom of the list.
      • To modify an existing event announcement template, click the Edit this template button .
    5. Click the SMS tab.
    6. Under SMS content, enter the content of the SMS notification. Alternatively, you can click Fill with default template located under the content box. Be aware of the SMS character limit.
      • Click View SMS variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see SMS variables.
    7. To activate the SMS notification, set the ACTIVATE SMS option to ON.
    8. Click SAVE.

    To create or modify an event announcement push notification:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
    4. Under Event Announcement:
      • To create a new event announcement template, click ADD at the bottom of the list.
      • To modify an existing event announcement template, click the Edit this template button .
    5. Click the Push tab.
    6. Under Push notification content, enter the content of the push notification. Alternatively, you can click Fill with default template located under the content box.
    7. To activate the push notification, set the ACTIVATE PUSH option to ON.
    8. Click SAVE.
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