Use this link to share with your colleagues:
Automated Communications Setup: https://help.pm.leapevent.tech/a/1232468
Ready to start sending automatic pre- and post-show emails, or need to send out a cancellation email? Before you do, there are a few configuration steps you'll need to take first; below, you'll:
- Grant the Automated Communications permission set
- Activate a remote site for BeeFree.io
- Enable the Automated Communications feature
You'll only need to complete these setup steps once, and the whole process should take approximately thirty minutes. Let's get started!
Warning!
These automatic emails count towards your Salesforce Single Email Limit. Once you hit 5,000 total emails for the day, Automated Communications will no longer work until your limit resets the next day.
More importantly, ticket purchase and donation confirmation emails will no longer send, meaning you won't be able to process further transactions that day.
In general, if you anticipate selling more than ~2,000 tickets to any single Event Instance, consider carefully before using Automated Communications.
1. Grant Automation Template permission sets to your users
Assign the Automation Templates - Full Access permission set to the folks who will be working with Automated Communications - including yourself.
1. Go to Setup
2. Search for and click on Permission Sets
Don't have access to Setup? You'll need the Admin at your organization to do this for you - ask them to take a look at this article!
3. Click Automation Templates - Full Access
4. Click Manage Assignments
5. Click Add Assignments
6. Click the checkbox next to your name, plus the checkboxes for any colleagues who also need to create/edit/use pre- and post-show emails, then click Assign
2. Activate a Remote Site for BeeFree.io
Huh? What's BeeFree.io?
That's the template editor you'll be using - inside PatronManager - to design your email templates. To use it, we need to tell PatronManager it's OK to talk to BeeFree.
1. Go to Setup
2. Search for "remote" and click Remote Site Settings
3. Find BeeFree and click Edit
Submit a support request through the Community and let us know you don't have BeeFree.io as a Remote Site - we'll need to make an update to your account.
4. Make sure this "Active" checkbox is checked, then click Save
3. Enable/disable Automated Communications
Last piece of the puzzle: it's time to turn on the feature!
1. Via the app launcher, search for and click on Automation Templates
2. Click Automation Settings
3. Check the Enable box, then click Save
You're ready to create your templates!
Now that you've set up the feature, you can: