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Emailable Templates
Missing Exhibitor Information Email
Exhibitor Communication Letter
Booth Move Confirmation Letter
Document/Non-Emailed Reports
Edit your Email Templates
Go to Event Settings on the Left Toolbar.
Scroll to the bottom and select Template Management
Click on each of the Templates listed above to edit the verbiage for your coming event.
Emailable Templates
Template #30 - Exhibitor Confirmation Letter
Module: Expo Management
Type: Emailable 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 #38 - Missing Exhibitor Information
Module: Expo Management
Type: Emailable 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 #89 Exhibitor Communication Letter
Module: Expo Management
Type: Emailable 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 #91 Booth Move Confirmation Letter
Module: Expo Management
Type: Emailable 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: Emailable 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: Emailable 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
Template #63 Primary Address Change
Module: Expo Management
Type: Automatically Generated
Purpose: When an exhibitor checks the checkbox in the online booth 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: Show Management
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 #81 - New Company Added Successfully Template
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 Show 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 Show Management as notification that a company has been added.
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 #32 – Exhibitor List Category - 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 online booth 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 – Exhibitor List Brand
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 online booth 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