This document contains the complete list of all templates in Template Management. Use Ctrl-F to Find the name of the template you would like information about, or browse them by section.
- Overview
- E-mailable Templates
- Automatically Generated by the System
- Document/Non-emailed reports
- Non-templated emails
- Retired
Overview
Step 1 Select the event you would like to edit and select Event Settings from the bottom of the left toolbar.
Step 2 Scroll to the bottom of the page and select Template Management from Event Settings
Step 3 Select the Template you would like to edit from the list.
Template Types:
E-mailable Templates - Templates that can be emailed out from the system
Automatically Generated by the System - Emails that are automatically generated.
Document/Non-emailed reports - Template that cannot be emailed from the system. Reports that can be printed to Word or HTML format.
Retired - Templates that correspond to deprecated features or have been replaced with improved versions.
E-mailable Templates
Template #30 - Exhibitor Confirmation Letter
Module: Expo Management
Type: E-mailable Template
Purpose: To communicate with exhibitor whose booth was just confirmed or assigned. Details such as booth number, size, exhibitor password are generally included.
How to Send: This letter can be triggered to send on an individual basis from within a company record or en masse from reports (Reports>Printing&Email>Exhibitor Confirmation Letters).
Recipients: Confirmed/Assigned exhibitors only
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #35 - Invoice Report only use for Manual Financials
Module: Financials
Type: E-mailable Template
Purpose: When using the Manual Financials module, invoices are used to communicate to Companies regarding items purchased and payments due.
How to Send: This template is used with Manual Financials and can be triggered to send on an individual basis within the company record or en masse from Reports>Printing&Email>Invoice.
Recipients: Any company with an invoice for the given event.
Sent From/To: Sent from Event Manager Email or Finance Manager Email, if applicable; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #36 - Statement Report
Module: Financials
Type: E-mailable Template
Purpose: The statement includes the list of booths the company is assigned to, all the items they have ordered, any payments they have remitted, and the date(s) payment is due. This report serves as the company’s Invoice and Receipt of Payment.
How to Send: This template is used with Automatic Financials and can be triggered to send on an individual basis from the company record or en masse from Reports>Printing&Email>Statement or Financial>Reports>Statement
Recipients: Any company with a statement for the given event.
Sent From/To: Sent from Event Manager Email or Finance Manager Email, if applicable; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #38 - Missing Exhibitor Information
Module: Expo Management
Type: E-mailable Template
Purpose: The Missing Exhibitor Information Letter is sent to any Exhibitor who has not updated and saved their booth information on the Public Event Site in a particular event. The report you pull is based on the Profile for the specified event, as exhibitor Profiles are event specific. NOTE: If the exhibitor has logged in but did not save their profile, they will remain on the list.
How to Send: This template is linked to (Reports>Printing&Email>Missing Exhibitor Information) and can be sent to exhibitors who have not logged in to update their profile information.
Notes: An exhibitor is assumed to not have verified their information unless they log in and hit Submit on their booth profile. If an exhibitor needs to be excluded from the report (for instance because their record was edited in GlobalAdmin or is known to be correct), they can be marked to not appear on the list for this report from Booth Info screen accessible from the Booths tab of the Company record by use of “Booth Profile Submitted” checkbox. Once checked, the checkbox cannot be unchecked.
Recipients: Exhibitors who have not logged in and verified their booth information for the given event.
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #39 – Missing Custom Exhibitor Fields
Module: Expo Management
Type: E-mailable Template
Purpose: To remind exhibitors to update the custom fields.
Recipients: Exhibitors who have not updated Custom Exhibitor Fields
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #40 – Rejected Presenter Email Blast
Module: Call for Papers
Type: E-mailable Template
Purpose: The Rejected Presenter Email Blast is a report for the Call for Papers module. It is used to communicate with Presenters to let them know that a proposed session that they are a part of has been declined for the conference program. The report returns only the presenters that are associated with proposals that have been marked as 'Declined'.
How to Send: This template can be sent from Reports>Printing&Email>Rejected Presenter Email Blast
Recipients: Presenters associated with proposals whose status is Declined.
Sent From/To: Sent from Conference Manager Email; Sent to the Presenter Email
Template #41 – Speaker Confirmation Report
Module: Conference/Speaker management
Type: E-mailable Template
Purpose: This email blast is sent out to confirm an accepted Speaker’s session at a specific event. Information about the time, date, room number of the session, and other session specific information are available to include in the template. If a speaker is presenting at multiple sessions there will be a confirmation letter created for each session. Speaker Type is included so you can send out targeted communications to different speakers based on their role.
How to Send: This template can be sent from Reports>Printing&Email>Speaker Confirmation Report
Recipients: Speakers associated with sessions.
Sent From/To: Sent from Conference Manager Email; Sent to the Speaker/Contact Email associated with the session
Template #42 – MissingSpeakerInformation
Module: Conference / Speaker Management
Type: E-mailable Template
Purpose: The Missing Speaker Information Report is sent to any speaker who has not saved their profile information on the event site for a specific event. Some Speaker information is event specific (custom fields, etc) and some is saved in the global contact record (address, etc.).
How to Send: This template sent from Reports> Conference Management> Missing Speaker Information Letter and is sent to speakers that have not updated their profile information.
Recipients: Conference speakers who have not updated their contact information or their biography.
Sent From/To: Sent from Conference Manager Email; Sent to the Speaker/Contact Email associated with the session
Template #44 – Proposal Not Reviewed
Module: Call for Papers
Type: E-mailable Template
Purpose: The Proposals Not Reviewed email is part of the Call for Papers module. This report is used to communicate with all the Submitters of the Proposals whose status is Not Reviewed.
How to Send: This template can be sent from Reports> Proposal Management> Proposals Not Reviewed
Recipients: Submitter's associated with proposals "In Progress" status.
Sent From/To: Sent from Conference Manager Email; Sent to the Submitter Email associated with the proposal
Template: 45 – AcceptedSpeakerEmailBlast
Module: Call for Papers
Type: E-mailable Template
Purpose: To advise presenters that the proposal was accepted and they are now listed as speakers.
How to send: This template can be sent from Reports> Printing&Email> Accepted Speaker Email Blast
Recipients: Presenters now listed as speakers associated with a proposal that has Accepted status.
Sent From/To: Sent from Conference Manager Email; Sent to the Speaker/Presenter Email associated with the proposal
Template #46 – MissingBoothPersonnel
Module: Badge Management
Type: E-mailable Template
Purpose: To remind exhibitors to request badges for their booth personnel.
How to send: This template can be sent from Reports>Exposition Management>Missing Booth Personnel
Recipients: Exhibitors who have 0 badges for the selected event.
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #58 - Proposal Not Submitted Email Blast
Module: Call for Papers
Type: E-mailable Template
Purpose: To remind submitters to complete the proposal submission process by verifying all information is complete and Submitting the proposal.
How to send: This template can be sent from Reports>Printing & Email>Proposal Not Submitted Email Blast
Recipients: Submitter associated with proposals whose status is In Progress.
Sent From/To: Sent from Conference Manager email (; Send to Submitter Email address
Template #62 - Missing Exhibitor Custom Form Report
Module: Exposition Management
Type: E-mailable Template
Purpose: To remind exhibitors to submit their custom forms.
How to Send: Reports>Printing & Email>Missing Exhibitor Forms Report
Recipients: Exhibitors that have not submitted their custom forms.
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #89 Exhibitor Communication Letter
Module: Expo Management
Type: E-mailable Template
Purpose: To communicate with All, Reserved, or Confirmed Exhibitors for a specific show. The template can be used for multiple purposes such as an Exhibitor Newsletter, Exhibitor Housing and Hotel Information, Consultative Exhibit Sales Communication, Exhibit Service Information, etc.
How to Send: Reports>Printing & Email>Exhibitor Communication Letter
Recipients: All, Reserved or Confirmed Exhibitors for a specific event
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Template #90 - Speaker Communication Letter
Module: Conference/Speaker Management
Type: E-mailable Template
Purpose: To communicate with Session speakers. Speaker Type is included so you can send out targeted communications to different speakers based on their role.
How to Send: Reports>Printing & Email>Speaker Communication Letter
Recipients: Speakers associated with sessions.
Sent From/To: Sent from Conference Manager Email; Sent To Speaker email
Template #91 Booth Move Confirmation Letter
Module: Expo Management
Type: E-mailable Template
Purpose: The Letter is for Exhibitors that have moved their booth using the Move Exhibitor function on the floor plan to confirm they moved from their original booth to their current booth.
How to Send: This report can be sent to an individual company from Booths tab under the Company record, or to multiple recipients via Reports>Printing & Email>Booth Move Confirmation Letter
Recipients: Exhibitors that moved their booth location
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template only to exhibiting companies that have moved their booth location
Template #92 Booth Cancellation Letter
Module: Expo Management
Type: E-mailable Template
Purpose: To notify an exhibitor of their booth cancellation. The exhibiting company name will be added if the booth space is Vacated or Declined from the floor plan.
How to Send: This report can be sent to an individual company from Booths tab under the Company record, or to multiple recipients via Reports>Printing & Email> Booth Cancellation Letter
Recipients: Exhibitors that have Cancelled their booth space using Vacate or Decline
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template only to exhibiting companies that have canceled their booth space
Template #93 Booth Reconfiguration Letter
Module: Expo Management
Type: E-mailable Template
Purpose: To notify an exhibitor of their booth reconfiguration (increase or decrease) using the Resize function on the floor plan.
How to Send: This report can be sent to an individual company from Booths tab under the Company record, or to multiple recipients via Reports>Printing & Email> Booth Reconfiguration Letter
Recipients: Exhibitors that have reconfigured their booth space using the Resize function on the floor plan.
Sent From/To: Sent from Event Manager Email; Sent To Hierarchy/CC Hierarchy list at the bottom of the template
Automatically Generated by the System
Template #1 – Appointment Submitted
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system whenever an attendee or an exhibitor requests an appointment from the calendar icon on the pubic site when the BizConnect feature is enabled.
Recipients: Exhibitors or Attendees that have requested an appointment
Sent From/To:
Template #2 – Appointment Modified
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system whenever an attendee or an exhibitor modifies a pending appointment request from the calendar icon on the public site when the BizConnect feature is enabled.
Recipients: Exhibitor or Attendee that has requested an appointment modification
Template #3 – Appointment Accepted
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system whenever an attendee or an exhibitor accepts a requested or modified appointment when Biz Connect feature is enabled.
Recipients: Exhibitor or Attendee that has accepted an appointment request
Template #4 – Appointment Cancelled
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system whenever an attendee or an exhibitor cancels a requested appointment that was previously accepted when BizConnect feature is enabled.
Recipients: Exhibitor or Attendee that has cancelled an appointment that was previously accepted.
Template #5 – Appointment Declined
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system whenever an attendee or an exhibitor declines a requested appointment when BizConnect feature is enabled.
Recipients: Exhibitor or Attendee that has declined a requested appointment
Template #6 – ContactDeleted
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system whenever an attendee has cancelled their registration and had an appointment with an exhibitor. This serves as a notification that the pending or scheduled appointment has been removed from the calendar.
Recipients: Exhibitor that has an appointed requested or accepted with an attendee that cancelled their registration.
Template #47 - Online Booth Reservation Template
Module: Online Exhibit Contract
Type: Automatically Generated
Purpose: This template is generated automatically whenever an exhibitor reserves a booth online using Online Booth Reservation/Sales or Consultative Exhibit Sales modules. The e-mail is a confirmation of the reservation only and is different from the Booth Confirmation letter, which indicates that the booth has been assigned. This email is also sent when Consultative Exhibit Sales (CES) module is used as a confirmation of booth space. NOTE: This email template can be turned off in Event Configuration if the client does not want to send multiple emails to the exhibitor. Typically it is turned off when CES is used and the confirmation is added to the Contract Email Template 77.
How to Send: This template is generated automatically whenever an exhibitor reserves a booth online using Online Booth Reservation/Sales or Consultative Exhibit Sales modules.
Recipients:
- Sent To: Company Contact Email
- Sent From/To (Courtesy Copy): Sent from Event Manager Email or Contract Manager Email in Event Configuration.
Configurations: This template can be enabled/disabled in Event Configuration > Mail/Communication of auto generated emails in Sales Office
Template #51 – Send email from Exhibitor
Module: BizConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system when an exhibitor sends an attendee a message using the email feature when BizConnect module is enabled.
Recipients: An exhibitor that sends an attendee an email when BizConnect module is enabled.
Template #52 – Send email from Attendee
Module: Biz Connect/PeerConnect
Type: Automatically Generated
Purpose: This template is automatically generated from the system when an attendee sends an exhibitor a message using the email feature when BizConnect is enabled or when an attendee sends another attendee an email when PeerConnect module is enabled.
Recipients: An attendee that sends an exhibitor an email when BizConnect module is enabled or an attendee sends another attendee an email when PeerConnect module is enabled.
Template #57 - Send Mail on Proposal Submission
Module: Call for Papers
Type: Automatically Generated
Purpose: When a proposal is submitted on the public site, this email is automatically sent to the submitter and the Alternative Conference Manger
Recipients: Sent to the proposal submitter
Send From/Send To: Sent from Alternate Conference Manager. Sent to the Alternate Conference Manager and the submitter. There is also an option to send to the Alternate Exhibits Manager
Conference Manager "From Name" can be edited in Message #3479.
Template #63 Primary Address Change
Module: Expo Management
Type: Automatically Generated
Purpose: When an exhibitor checks the checkbox in the eBooth profile "Primary Address Change" this indicates they would like the changes they made to the address in the profile to carry forward to their company info.
Recipients: Event Manager
Template #70 Forgot Password Email
Module: Expo Management
Type: Automatically Generated
Purpose: When an Attendee/contact requests their password or ecode from the public site, this email is sent to that person.
Recipients: Attendee/Contact
Send From: Event Manager Email
Template #74 - Company Information Modified
Module: Online Exhibit Contract/Online Sponsorship
Type: Automatically Generated
Purpose: When an company clicks on the Edit button in online contract module and the system is set to automatically update the company information, this email will be automatically sent out to event management to alert them of the change in their company information.
Recipients: Event Manager
Template #75 - Requested to Update Company Information
Module: Online Exhibit Contract/Online Sponsorship
Type: Automatically Generated
Purpose: When an company clicks on the Edit button in online contract module and the system is set to send an email to request the update the company information, this email will be automatically sent out to event management to alert them that the exhibitor has requested a change to their information.
Recipients: Event Manager
Template #77 - Contract Email Template
Module: Online Exhibit Contract
Type: Automatically Generated
Purpose: This template is generated automatically and is sent to Event Management email and the exhibitor as proof that the contract has been signed electronically. We recommend adding the text of the contract to the body of this email i.e. Event Rules and Regulations and Payment Information
How to Send: This template is generated automatically whenever an exhibitor signs the online contract using Online Booth Reservation/Sales, Consultative Exhibit Sales, or Booth Space Application modules.
Recipients:
- Sent To: Hierarchy/CC Hierarchy list at the bottom of the template
- Sent From/To (Courtesy Copy): Sent from Event Manager Email or Contract Manager Email in Event Configuration.
Template #78 - Application Submission Confirmation
Module: Booth Space Application
Type: Automatically Generated
Purpose: When an company completes the Booth Space Application, this email serves as a confirmation that the application has been submitted and received by event management.
Recipients:
- Sent To: Hierarchy/CC Hierarchy list at the bottom of the template
- Sent From/To (Courtesy Copy): Sent from Event Manager Email or Contract Manager Email in Event Configuration.
Template #81, New Company Added Successfully
Module: Expo Management
Type: Automatically Generated
Purpose: If you allow new exhibitors to add themselves to the database, this email will be sent automatically from the system to the company/exhibitor and to Event Management upon the successful completion of the process.
Recipients: A company that has added themselves to the database by using the e_addcompany.aspx page and Event Manager as notification that a company has been added.
Template #82 - Sponsorship Confirmation
Module: Online Sponsorship
Type: Automatically Generated
Purpose: When a company selects a sponsorship item and completes the online application, this email serves as a confirmation that is sent to the sponsorship contact and event manager.
Recipients: Company and Event Manager
Template #83 - Contact Information Modified
Module: Online Exhibit Contract/Online Sponsorship
Type: Automatically Generated
Purpose: When using Online Contract or Online Sponsorship module and you allow a contact to View/Edit their contact information, this email goes out automatically and saves directly to their contact record.
Recipients: Contact and Event Manager
Template #84 - Requested to Update Contact Information
Module: Online Exhibit Contract/Online Sponsorship
Type: Automatically Generated
Purpose: When using Online Contract or Online Sponsorship module and you allow a contact to View/Edit their contact information, this email goes out to event management as a request to change their contact information.
Recipients: Event Manager and contact
Template #86 - Add-On Confirmation
Module: Online Exhibit Contract/Partnership
Type: Automatically Generated
Purpose: When a client has partnership and allows exhibitors to purchase enhanced listings through e_addonsales.aspx, this is the confirmation email that is automatically sent from the system to confirm their purchase.
Recipients: Event Manager and Exhibitor
Template #88 - Exhibitor Forgot password email
Module: Expo Management
Type: Automatically Generated
Purpose: When an company clicks on the Forgot password link on the public site to request their company password, this email is automatically generated and sent to Company Contact Email address listed in the Company's record.
Recipients: Company Contact Email
Document/Non-emailed reports
Template #21 - Show Guide – Exhibitor List Profile
Module: Expo Management
Type: Printed Document
Purpose: Create Printed Show Guide material. Many clients pull these reports to provide to their publisher for their printed program guides. Use this report to create your alphabetical listing of exhibitors with contact information and company profile. Each exhibitor is listed once.
How to Pull: This template is linked to the “Exhibitor Guide Reports” Reports> Printing&Email >Exhibitor Guide Reports.
Fields Include: Company (Address, Contacts, etc.), Booth (Size, Number, etc.) and Exhibitor (Address, Contact, etc.)
Format(s) Available: HTML, Word
Template #31 - Program Guide Report Template
Module: Conference Management
Type: Printed Document
Purpose: Many clients pull these reports to provide to their publisher for their printed program/conference session guides.
How to Pull: This template is linked to Reports> Printing&Email>Program Guide Report.
Format(s) Available: HTML, Word
Template #32 – ExhibitorListCategory - Exhibitor List Category
Module: Expo Management
Type: Printed Document
Purpose: Many clients pull these reports to provide to their publisher for their printed program guides. Use this report to create a list of exhibitors in each product category, with their booth number. Exhibitors will be listed in every category that was selected their eBooth profile was created.
How to Pull: This template is linked to the “Exhibitor Guide Reports” Reports> Printing&Email >Exhibitor Guide Reports.
Format(s) Available: HTML, Word
Template #33 – ExhibitorListBrand – Exhibitor List Brands
Module: Expo Management
Type: Printed Document
Purpose: Many clients pull these reports to provide to their publisher for their printed program guides. Use this report if Brands were collected as part of the eBooth profile. Brands are listed alphabetically with the Exhibitor Name and Booth Number(s).
How to Pull: This template is linked to the “Exhibitor Guide Reports” Reports> Printing&Email >Exhibitor Guide Reports.
Format(s) Available: HTML, Word
Template #64 - Application Proof
Module: Booth Space Application
Type: Printable Report
Purpose: This report is part of the Booth Space Application module. It allows users to create a printable report with a single page per application.
How to Pull: Reports> Exposition Management> Application Proof Report
Format(s) Available: HTML, Word
Template #65 - Exhibitor Space Application
Module: Booth Space Application
Type: Printable Report
Purpose: When an exhibitor clicks the Print icon after completing their booth space application online, this is the report that serves as their printable application.
How to Pull: Upon submission of a booth space application, the exhibitor can click on the "Print" button to print a copy of the application that was just completed.
Format(s) Available: Word
Template #71 - Attendee Acquisition Widget
This is a legacy template that is not recommended for use.
Template #87 - Attendee Acquisition Widget - Speaker
This is a legacy template that is not recommended for use.
Non-Templated Emails
The following additional emails may be received from the system which are not controlled by template management.
Email Exhibitor from eBooth
Module: Expo Management
Purpose: email sent by attendees to exhibitors from ebooth when Connect features are not in use.
Configurations: subject line can be changed in Message Management using Message #342.
A new Invoice Payment Received
Module: Financial Management
Purpose: Sent automatically when a payment is made on the public site on the My Account page to advise the Financial Manager of the event of the payment
Configurations: Subject line is message #1073. The body is message #188 followed by event name followed by message #208 for the first line and message #1074 for the second line, including merge fields. Only the merge fields in the default message can be used.
Payment Received
Module: Financial Management
Purpose: when an online payment is made on My Account page, the user making the payment has the option of sending a copy of a receipt to an email of their choice. This email is named Invoice, marked High priority, there is no text in the email body, and a copy of the Statement is attached.
Configurations: none. This email cannot be modified other than by modifying Statement.
Retired
Template #43 - Missing Speaker AV (Retired Module)
Module: Conference / Speaker Management
Type: E-mailable Template
Purpose: To remind speakers to submit a request for the necessary AV equipment.
Recipients: Conference speakers who have not submitted the AV Form.
Template #50 - Pending Appointment
Retired
Template #54 - Exhibitor Sales Office
Retired
Template #55 - Conference Contact
Retired
Template #59 - Booth Personnel - Report
Module: Booth Personnel Badge Report
Type: Printable Report
Retired
Template #61 - Missing Attendee Custom Form Report
Retired
Template #66 - Exhibitor Advantage Email
Retired
Template #68 - Exhibitor Advantage
Retired
Template #69 - Exhibitor Advantage
Retired