Managing Emails for Events

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The Email Messages section of an event lets you specify which email templates to use, if any, for various event-related triggers. For details on Events emails and how they are triggered, see Events Emails.

From the drop-down menu, select:

None: if you don't want to send an email for a particular trigger.
Default: if you wish to use the TargetX delivered, text-based email. You can customize event emails for your institution.
Choose a custom template, either text or HTML based. These must be stored in the Event Email Templates folder. If the Event Email Templates folder is renamed or deleted, Users will get the message "Event Email Templates" email template folder has been renamed or deleted; please contact TargetX support for assistance.

sample email message settings for Events

Note: You should NOT use a cancellation email for Events with more than 1,000 registrants, as Salesforce will not send out more than 1,000 triggered emails PER ACTION. If you need to cancel an event with 1,000+ registrants, you should create an email broadcast canceling the event.

The Email Sender field specifies the email address recipients will see as the sender in any event-related emails. To add a new Email Sender address:

Navigate to Setup and search for Organization-Wide Addresses. Your email address must be verified and accessible to All Profiles for use with TargetX Events.
You can also choose the Default Email Sender configured in Event Settings.

Review Events Custom Settings to find additional event email-related settings and configure the set-up for registration confirmation and event reminder emails.

You can access these settings from Setup and search for Custom Settings. Click Manage next to Event Settings.
If a user is signing up for more than one event, the Email Confirmation For Each Event setting will determine, for Primary events and Sub-events, whether or not the user receives a single confirmation email for all events or individual confirmation emails for each event.
- checked means that an email will be sent for EACH event
- unchecked means that one email will be sent for ALL events combined

Event Reminder Emails

Reminders of upcoming events can automatically be sent from the CRM several days before the event itself. Note: Emails are delivered at 1 AM on the day specified in the custom setting. The time zone will match that associated with the staff user who configured the functionality in your Org.

Use the Start and Stop Job buttons here to start or stop the job that schedules the event reminder emails.

Notes: Event Reminder Emails are also used for Appointments and Interviews. Sub-events do not get separate reminders.

1. Navigate to Events Custom Settings.
2. In the Events Reminder Emails section, click Schedule Job or Run Now:

To Schedule a set time each day for the job to run, select a Time and click Schedule Job. To run the job immediately, click Run Now button:

If the job is currently running, a message will display to the user that the job is already running.
If the job is scheduled, you will have the option to Stop Job or Run Now. The Next Scheduled Run will display on the left.
If the job is NOT scheduled, you will have the option to Schedule Job or Run Now.