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Set Up Dynamic Emails To Send Customized Emails to Registrants Based on Their Selection or Check In Time

Use Dynamic Emails to automatically send emails based on a registrant’s purchase date or event check-in to deliver timely, relevant communication

Written by Maddy

Dynamic Emails allow you to automatically send the right message to the right registrants without manually writing and sending individual emails. You can trigger emails based on when the registrant purchases the order or when someone checks in to your event.

These dynamic options make it easy to send timely, relevant communication, whether you’re sharing important event details, highlighting upsell opportunities by registration option, or following up after check-in. You can also use this feature to send custom information to specific registration options. This article will walk you through how to set up and use Dynamic Emails.

Dynamic Email Pricing


Dynamic Emails are billed $0.02 per email recipient and require a card on file to use. This feature will be billed every 30 days for any emails you sent out during that billing period.

Sample Use Case

Dynamic Emails are flexible and powerful, making them useful for a wide variety of scenarios. Below are several ways you can put Dynamic Emails to work for your event.

  • VIP Only Instructions (Purchase Trigger): Send a follow up email to registrants five minutes after a VIP Registration Option is purchased with early entry and backstage meet-and-greet details

  • Post Check-In Thank You (Check-In Trigger): Automatically send a thank-you email with a feedback survey or event photo link one day after a registration is checked in

  • Subscriber Discount (Subscribe Trigger): Automatically send an email with a discount code to visitors who subscribe to your event

Jump to...

Getting Started

  • Hover over the Email Center tab in the top menu bar

  • Select Dynamic Emails from the dropdown

  • Click Create Campaign


Configure Your Email

  • Create the Campaign Name - This is for internal and reporting purposes only

  • Select the Trigger that determines when your Dynamic Email is sent

    • After Purchase: Automatically send an email after a registration is purchased

    • After Check-In: Automatically send an email after a registration is checked in

    • After Subscribe: Automatically send an email after a visitor subscribes to your event through the Subscriber Popup

  • Select the Page(s) you want to send to send a dynamic email to

Note: Dynamic Emails can are sent to different emails, depending on the trigger event you select.

  • When using the Purchase trigger, the email is sent after the order is submitted and once the delay time you set has passed. This email will be sent to the billing email address and to each individual registrant email, if you are collecting an email address for each registrant.

  • When using the Check-In trigger, the email is sent to the individual registrant's email address after their registration is checked in and after the delay time you set. The email is sent only to the registrant. The billing email address will not receive this email. To use this trigger, you must collect an email address for each registrant on your event page. Click here to learn how to require an email address for each registrant on your page
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  • When using the Subscribe trigger, the email is sent to the subscriber's email address after they subscribe and the delay time you set has passed. It is sent only to that subscriber

  • If you send the email to a single page, add a Filter(s) to only send your dynamic email to specific people

    • Registration Option - Only send your email to people who selected a specific registration option

    • Order Date - Only send your email to people who registered for your event between specific dates
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  • Click Continue

Pro Tip: The filtering option goes away when you send an email to multiple pages. Filters are only available when you select one page per email.

The filtering option is only available when using the After Purchase or After Check-In triggers. This option is not available when using the After Subscribe trigger.

Note: Dynamic Emails are only sent to registrants who purchase a registration, check into the event, or subscribe after the Dynamic Email has been created. Registrants who completed their purchase, checked in, or subscribed before the Dynamic Email was set up will not receive the email.


Write Your Dynamic Email

  • Set the Subject Line of the email

  • Enter the From Name - This text will be who the email is showing it is coming from

  • Enter the Reply-to email - This email address will receive any responses if recipients reply to the email

  • Create the Message - The message field is used to customize your email message

  • Click Review and Schedule

Pro Tip: You can automatically include the recipient’s first name, last name, or full name in your email subject or body. Click here to learn more about using variables in your emails.


Schedule, Review, and Send the Dynamic Email

  • Review your email

  • Set the timing: Decide how long after the trigger the email should be sent (for example, a specific number of minutes, hours, or days)

  • Click Schedule Campaign


Add a Recipient's First Name, Last Name, or Full Name to an Email

You can personalize your emails by dynamically inserting a recipient’s first name, last name, or full name using email variables. This allows each email to feel more direct and engaging. RedPodium also gives you the option to add custom fallback text in case a contact does not have a name associated with their email. This ensures your message reads naturally for all recipients.

  • When writing your email, click the {·} icon located to the right of the subject line or in the message field's menu bar

  • Select the variable you want to add to your email. You can add the first name, last name, or full name to the email

  • Add fallback (default) text that will appear if the recipient does not have a name associated with their email. To do this, enter the text you want to appear inside the quotation marks in the default: "there" field. If left unmodified, the text "there" will be inserted when a recipient does not have a name on file

Pro Tip: When reviewing your email, you can use the Variable Preview options to see how your message will appear. This feature can be used to preview how your email will look when a name variable is added.

  • Click Raw to preview how the underlying email content appears. This view shows the raw text for the variable and does not reflect how the email will look to recipients

  • Click Sample to preview how the email appears when a contact has a name. If your message includes a variable, this option inserts a sample name into the email

  • Click Fallback to preview how the email appears when no name is available. This option shows the default text you added for the variable


Manage Your Dynamic Email

Pro Tip: If you set a Dynamic Message to Inactive and there are messages in the queue, those emails will be sent. After the emails in the queue are sent, RedPodium will stop sending emails for the inactive campaign. If you want to halt all future messages from sending, including those in the queue, we recommend deleting the dynamic message.

Note: You can only delete inactive Dynamic Emails. If you want to delete a Dynamic Email and do not see the trash can icon, first update the status to Inactive.

  • Hover over the Email Center tab in the top menu bar

  • Select Dynamic Emails from the dropdown

  • Find the Dynamic Email you would like to manage, and click any of the following icons:

    • The status toggle allows you to turn on or turn off the Dynamic Email on your page

    • The duplicate icon allows you to duplicate a previous email to send in another Dynamic Email

    • The pencil icon allows you to edit the email

    • The eye icon allows you to view the email

    • The envelope icon allows you to send a test email to an email of your choice

    • The trash can icon allows you to delete the email


FAQs

What User Permissions do I need to be able to create and send Dynamic Emails?

A user must have full Manage permissions and full Reports & Exports permissions to send Dynamic Emails. Any account owner, admin, and user with full Manage and Reports & Exports permissions can send Dynamic Emails.

What are the available time increments I can schedule to send a Dynamic Email after someone makes a purchase, checks in to my event, or subscribes?

Dynamic Emails can be sent in any of the following timeframes after a purchase, check in, or subscription:

  • 0-59 minutes after the purchase, check in, or subscription

  • 1-23 hours after the purchase, check in, or subscription

  • 1-31 days after the purchase, check in, or subscription

Why isn’t my page appearing in the list of RedPodium pages available for sending a Dynamic Email?

A common reason a RedPodium page doesn’t appear in the list for sending a Dynamic Email is that the page hasn’t been published yet. A page must be published before it will appear as an available option. If your page isn’t showing up, we recommend publishing it first, then trying again to send your Dynamic Email.

What happens when someone unsubscribes from my emails?


If a recipient unsubscribes from emails, they will be removed from all future marketing emails from your account. This includes any dynamic emails, email blasts, and drip campaigns you send.

However, unsubscribed recipients will still receive transactional emails such as confirmation emails, reminder emails, and winback emails. Registrants cannot unsubscribe from these emails.

Are Dynamic Emails sent retroactively?

No. Dynamic Emails only go out to registrants who complete their order or check in after the email has been enabled. Anyone who completed their purchase or checked in beforehand will not receive the email.

What registration statuses receive Dynamic Emails?

Dynamic Emails are sent for registrations with the following statuses:

  • Completed

  • Pending Offline Payment

  • Pending Final Payment

Pro Tip: Pre-registered and waitlisted registrations will receive the Dynamic Email once the registration is completed.

  • If the registration is completed before the scheduled send time, the Dynamic Email will be sent at its scheduled time

  • If the registration is completed after the scheduled send time has already passed, the Dynamic Email will be sent immediately after the registration is completed.

Note: If a registrant transfers their registrations, the recipient of the transferred registrations will receive the Dynamic Email after the transfer has been successfully completed.

Why am I seeing the error, "This message exceeds the character limit by XXXXX characters. The server will not accept it"?

This error means the combined content of your dynamic email has exceeded the maximum size limit of 1 MB.

If the total content exceeds the limit, you'll see an error message when you try to save your changes. To resolve the error, reduce the amount of content by removing unnecessary text, HTML, images, or formatting until the total size is below 1 MB.

Note: Copying and pasting content from another application can introduce hidden HTML and formatting that increases the size of your email content. If you're copying text from another platform, we recommend running it through an HTML stripper or pasting it as plain text. This can help reduce the overall content size and prevent size limit errors.

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