Event Tour

Communications

The Communications tab inside an event workspace is a scoped version of the global Communications hub — pre-filtered to this event's registrant list and pre-populated with this event's merge fields. Use it for all event-specific messaging: reminders, updates, session schedule releases, and post-event follow-ups.

The event Communications tab showing sent and scheduled emails for Planner Conference 2026, with open and click-rate columns.
The event Communications tab showing sent and scheduled emails for Planner Conference 2026, with open and click-rate columns.

Sending an Event Email

  1. Click 'New Email' in the event Communications tab.
  2. Select a template or start from scratch.
  3. Choose your audience: All Registered, Waitlisted, Attended, Cancelled, or a custom segment filtered by ticket type or form answer.
  4. Write or edit your subject line and preview text.
  5. Use merge fields to personalize: {{attendee.firstName}}, {{event.name}}, {{event.startDate}}, {{session.name}}, {{ticketType.name}}.
  6. Preview on desktop and mobile.
  7. Schedule for a specific time or send immediately.
  8. Click Send.

Automated Emails

Automated emails fire based on registration lifecycle triggers — no manual send required. Forge ships built-in automations that you can activate per event.

TriggerDefault delayConfigurable?
Registration ConfirmedImmediateYes — customize template and from-name
Payment ReceivedImmediateYes
Waitlist JoinedImmediateYes
Waitlist Promoted to RegisteredImmediateYes
Event Reminder3 days before eventYes — change delay
Post-Event Thank You1 day after eventYes — change delay or disable
Survey Invitation2 days after eventYes — only fires if Surveys tab is configured

Email History

The History sub-tab shows every email sent for this event — automated and manual — with delivery stats (sent, delivered, opened, clicked, bounced, unsubscribed). Click any row to see individual attendee-level delivery status.

Triggered sends are powered by Salesforce Flows

Behind each automated email is a Salesforce Flow that fires on the Attendee record. Your Salesforce admin can extend the Flow with additional logic — for example, adding a task to a sales rep when a VIP registers. See the Salesforce Triggered Sends documentation for details.