Stay in touch with your event registrants or attendees by using Membee's automated event emails! Whether you're reminding attendees about an event or thanking them for attending, you can automatically email different recipient groups before or after the event and customize your message easily.
Event Automations are designed to send scheduled emails to your event attendees or registrants.
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Some common examples of when you would send automated event emails:
Reminder to registrants or attendees before the event
Send announcements or updates to all registrants or attendees before the event
Thank you to all attendees after the event
Feedback survey to all attendees or registrants after the event
Offer a promo code to all attendees or registrants for participating
The different configurations of the event automations help you communicate with specific people at different times before or after an event.
Send emails before or after an event occurs
Schedule to send on a specific date or on a weekly, bi-weekly, or monthly basis
To Participants, Non-Participants, or specific member subsets (i.e. Platinum members only)
Each automation has a unique email so you can shape a specific message to each recipient group
The updated event interface features are available to organizations that have upgraded to the Membee’s new interface.
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Follow along with our video guide and see all the existing and new powerful Event features!
Communicating with your event registrants or attendees is an important piece of keeping your event engaging. Not only that, but the ability to communicate with anyone who has not even registered for your event is a great way to improve the event’s overall performance. Event automations take care of this email communication and do it all automatically. In this video, what we’re going to cover is communicating automatically with an audience before an event and also after the event has ended, and then adding event automations and what configurations you can use when setting that up.
Here, we’re looking at an event page, and when viewing an event, it is located right here down in the event automations panel. Now, when would you use this? The main reason is to really just save you time. So instead of manually gathering lists to email them, you can actually automatically send these email communications and to these particular groups of people within your event. For example, you might have a promo code like this one that’s exclusive to platinum-level members. It will send a biweekly email to non-participants to encourage their participation. It’s set up once, but it does all the work for you, so you will just stay notified and you don’t have to do anything else.
There is an option to send an email only once as well, where you would set up the date and time of when this email should be sent out. So, for example, this second example here, a survey is sent out to all participants a day after the event is done. So on November 1st here, whatever survey program you’ll use, Membee can share that link. So you can actually mark people who have actually attended using the manage attendance feature that is covered within our registration panel video. But, using that specific feature, you can mark people who have attended and then send off this post-conference attendee survey to those who did attend, and then they can fill out that survey, ’cause you obviously want people who did actually show up to your event, not those who registered and did not actually attend. That will also automatically email them too on this date and timestamp.
So as another example, let’s go ahead and create one. I can do that by clicking add automation here, and here I can then choose… let’s say I’m trying to set up an automation to thank platinum members and offer them something special. So let’s just go ahead and choose a post-event, and I’m going to name it “Thank you for coming for platinum members” so I can identify it and click continue. From here, I can set a few things. So, target… who am I trying to target? It’s the people who are participants of this event and then a date and timestamp. So let’s say I want it… I can use my keyboard to set this all up, but let’s say I want to set it for November 1st, 2025, at 8:00 AM. Send out first thing in the morning, that’s my date and timestamp. Then I can edit or preview the email template that’s used.
When I click edit or preview template, it’s actually customizing the message that’s unique for this particular automation. Each time you create a new event automation, a new email template is set up. This allows you to just make it very specific so the email you’re communicating and the messaging you’re using is only applied to this particular automation and this group. Keeping it unique makes it more personalized, so then it’s unique to that particular situation. From that point, I can then select my settings here to send to people who are an attendee and then add a filter. So if I click add a filter, I can then choose my platinum members. I’m looking for the filter of status. So if I set that up and the value I’m looking for is platinum, I can use this dropdown to select it or I can just type, and then I can choose my respective value.
Once I’m happy with that, I click save, and then I can see the results down here. There is my “Thank you for coming, platinum level members” automation that I just set up. Now if I just go ahead and expand an automation here, this allows me to see a quick summary of the automation settings. So I’m able to see the start and end date. If it is an automation that’s a one-time send, you can see that date and timestamp. If it’s an automation like this where it’s happening on a specific frequency, there is a start and end date as you see here. But if it’s just a single one… if I just close this again, if it’s just a single date and timestamp, you’ll see that right then and there.
The automation will also send an email to people who are and who are not attended or registered. So you can actually determine that setting here, and then also know who is the one receiving notifications so you know what’s going on, and then who created this particular automation. So in the case you might need to follow up with another team member or user about this specific communication and automation, you can follow up with that respective person who created this. Any other filter criteria, such as this here… in this case, I had my status is platinum, so that’s my particular filter, and that actually displays here so I can get a quick glance to see what this configuration is. Now if I want to make any changes from there, I can click actions, and I can do a few things. I can edit the automation, so I can make some of my changes like I just did to add an automation. Those same exact settings are there.
I can also copy it if I want to build more emails using this kind of as a template or a little bit of a cookie cutter, and then make some revisions to then communicate with a different audience, that is possible. And then also delete an automation. So if I don’t need an automation anymore, I could delete it. For the ones that are ongoing automations that send kind of on a frequent basis, like my promo code to platinum-level members here where it sends on a biweekly basis, those ones will already know the particular end date because you would set that up. So once that end date passes, maybe you won’t send any more automations or emails out to them, so you don’t need to consciously delete the template after it’s kind of met its end date. But if you just want to clean it up a little bit, you can always delete automations and take care of that.
So that’s how you can manage the automation section here in the panel. Do a lot of communication with your current attendees, your post-events, or pre-event communication and just make it completely streamlined and easy for you to do to save time. If you do have any questions, definitely reach out, and we’ll be happy to help.
