Messaging attendees with memos

Corsizio will automatically send your attendees a confirmation receipt when they register. You also have the option to have Corsizio automatically send out an event reminder to all attendees before the event starts, additional payment or refund receipts, and feedback requests, depending on what you enable. If you have another requirement for communicating with attendees registered to an event, you can use the memo feature that will be described in this article.

Uses for memos

Here are a few good reasons for using memos:

• Notify attendees about any requirements for the event, such as what to bring or where to park.
• Notify attendees about any changes to the event, such as a change in location or instructor.
• Notify attendees about any announcements for the event, such as the availability of more spots.
• Notify attendees about any prerequisites for the event, such as what to read or do before the event.
• Notify attendees about any follow-up information, such as when certificates will be issued.

How to send a memo to some or all attendees in an event

There are two areas in your account that provide options for creating and sending memos to many or all attendees within an event at once.

1

MEMO ACCESS: You can access the memos feature by going to Events from the primary navigation menu and locating the event that requires a memo. This will provide you with the memo icon in the event box.

Alternatively, you can access the memos feature by opening the  Event Details page for which you want a memo. This page has three areas that allow you to access memos for the event: the left side Tools menu, the Tools icon bar, and the Actions dropdown menu.

If you use the Actions menu and select "Send a memo to attendees" this will automatically open a blank memo for you to fill out. Otherwise, any of the other choices will go to the memo page for the event, and then you have to select "+ New Memo" from the top right corner.

2

RECIPIENTS & STATUS: Adding a new memo will open up a panel for you to fill out and configure the memo. Select the appropriate Status and then select the Recipients that are to receive the memo. You can send it to all or some of the attendees that you select (unique) or none of the attendees if you want to send it to yourself or your internal team. 

3

MEMO CONTENT: Fill in the memo subject and body. You can use the rich-text  Editor or use Markdown formatting in Code view to stylize the body content of your memo. You can insert links to external pages, files, images, and videos. To learn more, read Attaching or adding links to external files

Once you have created more than one memo on any event in your account, then you can use the "Look up & copy memo" feature to use the content of any previous memo to quickly pre-populate a new memo. Essentially, old memos can serve as templates that can be used repeatedly with the same content or with modified content by editing them before sending them as new memos. When you select this feature, a window will pop up for you to find a previous memo using keywords and copy its content into the new memo.

4

MEMO SEND TIME: Decide if you want to send the memo right away (no scheduling needed) or Schedule memo to auto-send in the future. If you want to schedule the memo, set a date and time, and the system will send the memo at or within a few minutes of the configured time you select. You can choose the option to "Automatically add any other recipients when sending the memo." This will use the recipient's Status selection configured for the memo (above) to find all matching recipients to add just before the scheduled send. Attendees or other recipients (if you collect secondary contact names and emails on registrations) who you did not explicitly select as recipients during the creation of the memo might also receive the message given that it is automated and more attendees may have registered to the event since then. Select this option if you are sure that is what you would like.

5

Select the desired "Reply-to address" and check the box "Send a copy to" if you want to send the memo to yourself as well.

6

When you have finished configuring your memo, Save & Preview the memo. If everything looks right, Send Memo, otherwise, continue to Edit.

How to send a memo to a specific attendee in an event

This option will allow you to message a specific attendee in an event, one at a time.

1

Select the attendee you wish to send a memo to by using the search bar or the Attendees list or finding the attendee in the Event they registered for. This will open up their registration details panel.

2

From the dropdown Actions menu on the top left side, select "Send a memo to this attendee". This will open up a window to create and send the memo to the selected attendee.

3

Follow steps 2 through 6 from the section above to configure, fill out, and send your memo to the attendee. The main difference here is that you do not need to filter on any status or select from a group of attendees.