As the event approaches, some meeting requests remain unanswered and some attendees have yet to book meetings.

Send an email to some or all attendees in the days leading up to your event, tailored to remind them either to request meetings, or respond to pending requests.


Step 1: Prepare your email template

This step is entirely optional, but is recommended to make your event feel more professional.

  1. On the Admin area, go to the Content page and click Emails at the right of the page.
  2. Find the email template with the Unique name 'meetingreminder' and click the Edit link to the right.
  3. Edit the text to suit the message you want to send. Be sure to leave in place the [[MAIL_MERGE]] codes that personalize the email. Use any of the listed codes to further personalize the content.
  4. Click Save.

For further information about managing and customising system emails, visit this article.

Step 2: Send the email

Send to all Attendees

  1. Go to the Attendees page and select 'All' in the page size dropdown on the right.
  2. Check the box at the top of the list, to the left of the Name column.
  3. Scroll to the end, select 'Meeting reminder' in the Actions dropdown and click 'go'. 

Send to selected Attendees

  1. If you already have a list of attendees you would like to email, skip this step. Navigate to the Meetings tab. In the Filter section, change the Confirmed dropdown box to 'no'. Note all names in the 'Attendees' column, as they have not confirmed their meetings.
  2. Navigate to the Attendees tab.
  3. Enter the last name of the first attendee into the 'Name' Filter field, then click the grey Filter button.
  4. Tick the box to the left of their name (or all applicable names), then scroll to the bottom of the page.
  5. In the 'Choose an action' dropdown, choose 'Meeting reminder'. Then, click the grey 'go' button.
  6. Repeat steps ii to v until all applicable attendees have received a reminder email.