Customizing automated emails

There are 9 automated event emails that you can disable or customize to suit your event format and branding. This guide explains how to customize these automated emails and use the email editor effectively.

Opening email editor

To customize event emails, go to Event Dashboard > Marketing > Customize Emails. Hover over the email you would like to edit and click the Pencil icon.

In the email editor, you will be able to customize the email subject and body. There are two main ways to customize emails: by building it in the RingCentral Events email editor or by copy-pasting an HTML code of the email built externally.

Customizing emails in RingCentral Events

In our default email templates, the email body utilizes an HTML table for layout, where elements like buttons are implemented as table cells. You have the flexibility to either use the existing layout or create a new email from scratch.

The email body editor offers various formatting options for customizing your email text directly. If you are proficient in HTML and CSS, you can click Source to access the email code for more advanced customization.

We support a template language to enable you to insert custom variables into your email templates. Click Custom Variables to review all of them in the drop-down. To learn more, refer to our guide on Custom variables in emails.

Customizing hyperlinks

To customize a hyperlink added to text or a button, in the email body editor, click on the hyperlinked text. You will see the linked URL or the tag. Click the Pencil icon to edit it. 

Customizing button color

To customize button color, in the email body editor, click Source to access the source code. Here you'll need to find the CSS code targeting your button.

In the One hour reminder and One day reminder emails, search for the following code to change the background color or text color of the Go to event button. Replace the highlighted HEX code with your desired color HEX code. 

If you want to change the hover color, look for this code and do the same.

In the Order confirmation email, the code looks different. Search for the following codes to change the background color or text color of the Join event button.

Creating a new button

To create a new button from scratch, you will need some basic understanding of HTML and CSS.

1. Paste a new table with one table cell. This will be your button. 
   
2. Add your hyperlinked text or a link based custom variable to the table cell. 
   
3. Click Source to access the source code. Here you'll need to find the HTML code for your new table cell.
   
4. Add a class name to your <td> HTML tag so you can target it with CSS (e.g. my-new-button). You may also need to target the liquid tag class name to customize text color.  
   
5. Scroll up and add your CSS customization within <style> and </style> tags.
   
   For your convenience you can copy paste our example and adjust the color HEX codes:

   <style>
   .my-new-button { background-color: #1d6eaa; border-radius: 4px; font-size: 16px; padding-bottom: 10px; padding-left: 20px; padding-right: 20px; padding-top: 10px; text-align: center; margin-top: 20px; margin-bottom: 20px;}
   .my-new-button:hover { background-color: #215c8b;}
   .widget-liquid-tag {color: #ffffff !important;}
   </style>

6. Preview your email to ensure your new button looks good.
   

Importing HTML from external email service provider

Alternatively, you can build your email in another email service provider (e.g. MailChimp). In the RingCentral Events email editor, click Source to insert your email campaign HTML code. Here are a couple of things to keep in mind:

• Uneditable footer: Every automated email has a default footer, which includes essential components such as terms and conditions, as well as an option for recipients to unsubscribe from all communications. This ensures compliance with privacy laws. Ensure your custom email doesn't include a footer. 
• Custom variables: Manually replace your placeholder hyperlinks with our built-in custom variables to personalize your email further. To learn more, refer to our guide on Custom variables in emails.

Saving changes

Once you're done with all the changes, click Continue to preview. 

In the Preview page, ensure your email looks good and it is ready to be sent.

Here you can:

1. Select a test attendee and a test ticket to check how your email will look like.
2. Come back to editing if you need to customize the email further.
3. Send test email.
   
   Note: Regardless of selecting yourself or another registrant, you will receive the test email. It will display as it would to the selected person & ticket.
4. Save email if you're satisfied with your email preview and would like to save the changes.

To verify your customized email has been saved correctly, revisit the Customize Emails page in your Event Dashboard and find the email you edited. Under Status, it should say Enabled - Custom email. If the email status is Enabled - Unsaved Changes, you'll need to Continue to preview and Save email (as per the steps above).