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Webinar & Meeting email invites

Updated over a year ago

Hapony enables you to configure bespoke emails for your all your attendees. This can be done for each webinar and meeting, and can also be configured at a global level. For example, you may have an organisation template set of invitations that you want all of your team to use, which they can then modify on a per meeting level if they wish.

If you are importing contacts into your webinar (for example from an external registration platform or contact list), be sure to edit your emails beforehand, as by default an invitation email is sent out when an attendee is added.

In this article we'll cover how to configure each of these:


Adjusting global level emails

  • Go to app.hapony.com and log in to your account

  • Navigate to Settings > Email Templates

  • Click on the "Meetings" or "Webinars" depending on which you wish to edit, tab located on the upper right-hand side of the screen to edit the default meeting email templates

  • Click "+ Create Templates" to create a custom template

  • Add your Template Name, Email Subject, Body content, and Button Text and Button Link

  • Just toggle off, to disable the button

    OR

  • To edit an existing email click the "Pencil" icon

  • To delete an email click the "Bin" icon

Any new webinar or meeting created after editing these settings will have have these email presets by default.

Adjusting webinar/meeting level emails

  • Navigate to "Meetings"or "Webinars"

  • Choose a meeting for which you want to edit the email templates

  • Navigate to "Email Templates"

  • From here, you can adjust settings to specify who should receive emails and when they should be sent.

  • Click the "Send to" dropdown to configure "who should receive emails" and click "Send on" dropdown to configure "when they should be sent."

    β€’ After editing each email you can use the 'Send a Test Email' button to send an email to yourself to check you are happy with it.

Be sure to double check all your email send times are when you planned, you can see the date and time is shown under each email.

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