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 and 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.

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.

Note: Memos are not meant to be used like an email service or email marketing service. Information shared via memos should be kept short and be specific to that event only. If you would like to promote other events to your attendees or share with them about any of your other services or offerings, you will need to use a proper email marketing service. This allows you to manage a proper mailing list with opt-in and opt-out functionality for legality purposes. You can export attendee data emails out of Corsizio or use one of the many integrations with other services for such use.

How to send a memo to 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.

From the Event List

  1. Go to Events from the primary navigation menu, and locate the event that requires a memo.
  2. Select the memo icon that is found in the event box.
  3. When you open the memo page for the event, select New Memo. This will open up a window to create and send the memo to all or some of the attendees in this event.
  4. After you create your memo, select Save & Preview. If you are satisfied with the memo, Send Memo and close the window.

From the Event Details Page

  1. Select the event you wish to create a memo for, either by using the search bar or the event list.
  2. The Event Details page has three areas that offer you the option of creating memos for the event: the Tools bar, the Actions menu, and the left side Tools menu. Use one of them to create a new memo.
  3. When you open the memo page for the event, select New Memo. This will open up a window to create and send the memo to all or some of the attendees in this event. 
  4. After you create your memo, select Save & Preview. If you are satisfied with the memo, Send Memo and close the window.

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, either by using the search bar or the Attendees list. 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. Fill in the subject and body of the memo, and select the "Reply-to address", to which your attendee can send email replies to.
  4. Select Save & Preview. If you are satisfied with the memo, Send Memo and close the window.

How to format memo content

You can use Markdown formatting to stylize the content of your memo. Markdown allows you to insert links to external pages, files, images, and videos. To learn more, read Attaching or adding links to external files

Note: Memos sent out from the system will be seen by your attendees as sent from your account name and will include your logo if you configured one. If attendees reply to your email message, then the email address that you configure on the memo as the "reply-to" will receive the replies from them.

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