This article describes Step 3 of Adding A Form Section. If you have already completed the previous steps, you should find yourself on the Manage Ticketing & Forms page within your correct Event Workspace. If not, kindly make your way there before following the directions in this guide.  

Once you’ve added a Ticket Class and its associated Form, you can set up an automated Confirmation Notice - Email or SMS - for when guests completes their registration. Along the row of the Ticket Class to which you would like to add a Confirmation Notice, click on the 'Add Email’ or ‘Add SMS’ button depending on which one you’d like to add. You should see a card titled ‘Add (TicketClassName) Confirmation Email’ or ‘Add (TicketClassName) Confirmation SMS’ once that is done. 

Adding A Confirmation Email 

Email Subject

Give your Confirmation Email a subject by filling up the ‘Email Subject’ field. 

Logo (Optional)

Add your event or company logo by clicking the ‘+ Logo’ button. A logo element will be added to your email, click on it to make customizations. The default logo used is the Onlive logo. Click on the blue ‘X’ to remove our branding before clicking on the blue box with ‘+ Add Image’ to upload your logo. To change an uploaded logo, simply repeat those steps.  

  • Recommended size: max height 400px (width is flexible)
  • Supported formats: jpg, png, gif

Once that is done, you can choose to have your logo placed on the left or at the center. You can also change the fill colour of the logo element by typing in a colour code (i.e. #FFFFFF), or by using the colour picker. 

Banner (Optional) 

If you have an event banner, you can add it to the Confirmation Email too. Click ‘+ Banner’ to introduce a banner element, then click on it to make customizations. You will find that a placeholder image has been added. Click on the blue ‘X’ at the top right of the image to remove it, then click ‘+ Add Image’ in the blue box to upload your own banner. 

  • Recommended size: 1200px wide (height is flexible)
  • Supported formats: jpg, png, gif

Body

You have to give your email a body before you can place text, images, and buttons in it. Click on ‘+ Body’ to do so. Feel free to change its fill colour too.

Textbox

To add text into your email, click ‘+ Textbox’ to insert a textbox element. Click on the added element to replace the lorem ipsum and to make styling customizations. You can add as many textboxes as you like. 

Image (Optional)

To add images, click ‘+ Image’ to introduce an image element. Click on the image element to replace the image by clicking the blue ‘X’ and uploading your desired picture. You can add as many images as you like, but note that adding too many images in an email increases the likelihood of it being flagged as spam by mail servers!  

  • Recommended size: 1200px wide (height is flexible)
  • Supported formats: jpg, png, gif

Calendar Link (Optional)

Include an ICS attachment and calendar links so that your guests can easily save your event date to their calendars. You can do so by clicking the ‘+ Calendar Link’ button. Click on the calendar element to customize how the link will look like in your email. 

QR Code (Optional, tied with QR Code Check-in)

This element only works if the QR Code Check-in option under our Attendance Checker is enabled. Once that function is enabled, the QR code element can then be added by clicking the ‘+ QR Code’ button. The element which you see after clicking the button is just a placeholder. In the actual Confirmation Email that will be sent out, each registered guest will receive their own unique code which they can then use to check themselves in on the event day. 

Booking Summary (Optional)

By clicking the ‘+ Booking Summary’ button, you can add your guests’ Form responses to the Confirmation Email. Click on the generated placeholder element to customize how the summary table will look like.

Edit Booking Button (Optional)

If you would like to allow guests to edit their Form responses after they have submitted the registration Form, you can include an Edit Booking Button by clicking ‘+ Edit Booking Button’. You can set a closing date for this function by clicking on the element after adding it. You will also be able to style the button however you want it to look. 

Transfer Button (Optional) 

Adding a Transfer Button will allow your registered guests to transfer their ticket to anyone of their choice. To complete the transfer of tickets, the new guests will then have to edit their booking particulars. If you would like to enable this, click the ‘+ Transfer Button’ to add the element to your email. Click on it to add a transfer-by date for this function and to style it up.

Unregister Button (Optional)

Click on the ‘+ Unregister Button’ to allow guests to withdraw their registration from your event. You can customize the look of the button by clicking on it.   

Rearranging An Email Designer Element

Simply drag and drop your elements above or below one another to rearrange them.  

Deleting An Email Designer Element 

To delete an added element, click on it to open its customization settings. Then click on the ‘Delete’ button to remove it from your email.

Remember to save your work periodically by clicking the ‘Save’ button. Once you have finished designing your awesome confirmation email, click ‘Save’ again and the ‘X’ on its right to exit. Now, once your website is live and someone registers for your event, they will receive this automated email!

Adding A Confirmation SMS

Send As

Personalize the sender name that your guests will see when they receive SMSes from your event. You can do so by setting a Sender Display Name. The maximum character count is 11 characters.   

Message

You can type your confirmation message in the text field provided. To add emojis, click on the smiley face icon and select your emojis.  

Variables/Shortcodes

Tailor your SMSes to individual guests by using variables or shortcodes. Simply click on the shortcode you would like to add to your message to add it in.  

Cost Estimate

The estimated cost of one of your Confirmation SMS is displayed at the bottom right of the text field. It is estimated based on the number of characters used in your message. If you have used shortcodes however, the final cost might differ from the estimated cost as shortcodes are based on dynamic data (i.e. different guests have different names of varying lengths).

Remember to save your work periodically by clicking the ‘Save’ button. Once you have finished writing your Confirmation SMS, click ‘Save’ again and the ‘X’ on its right to exit. Now, once your website is live and someone registers for your event, they will receive this automated SMS!

Editing A Confirmation Notice

To edit a Confirmation Notice for a particular Ticket Class, click on the 'Edit Email' or ‘Edit SMS’ button along its row. Make your changes, click 'Save' and the 'X' on its right to save and exit.

Deleting A Confirmation Notice

To delete a Confirmation Notice for a particular Ticket Class, click on the ‘Edit Email’ or ‘Edit SMS’ button along the row of the Ticket Class in question. Click on the ‘Delete’ button and confirm your decision. 

Adding Your Second Ticket Class / Confirmation Notice Onward...

For each Ticket Class that you create, you will have to manage the Confirmation Notice that will be sent to its registrants. You can choose to use a different Confirmation Notice for each Ticket Class that you have, or use the same one across all of them!

Creating An Entirely New Confirmation Notice

If you have already set up a Confirmation Notice for Ticket Class X, but want to use a totally different one for Ticket Class Y, click on ‘Add Email’ or ‘Add SMS’ along the row of Ticket Class Y. A dropdown will appear from which you can select whether you want to ‘Edit from existing’ or ‘Create new’. Click on ‘Create New’ and you’ll be able to set up a notice from scratch. Remember to click ‘Save’ once you are done, and then ‘X’ to exit.  

Duplicating A Confirmation Notice

To use a Confirmation Notice that you have already added for Ticket Class X for Ticket Class Y, click on ‘Add Email’ or ‘Add SMS’ along the row of the Ticket Class Y. A dropdown will appear from which you can select whether you want to ‘Edit from existing’ or ‘Create new’. Click on ‘Edit from existing’ > ‘Ticket Class X’ to duplicate the notice that you have previously set up for Ticket Class X. Click ‘Save’ and the ‘X’ on its right and you are done!

Editing From An Existing Confirmation Notice

If you would like to use most parts of the Confirmation Notice from Ticket Class X for Ticket Class Y, but would like to make minor changes to it without having to set up everything from scratch, click on ‘Add Email’ or ‘Add SMS’ along the row of the Ticket Class Y. A dropdown will appear from which you can select whether you want to ‘Edit from existing’ or ‘Create new’. Click on ‘Edit from existing’ > ‘Ticket Class X’. You have duplicated all the settings from Email/SMS X into Email/SMS Y and can simply edit from there. Click ‘Save’ and the ‘X’ on its right to save changes and exit. 

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