To create an email, first navigate to the Message template tab from the main dashboard of your event. In there, you will need to create a new template.

In Template Name, type in a name that you can identify the template by. This name will only show up in the admin, i.e., users won’t see it when they receive an email.

Subject is the subject line of the email.

Default Send From is the person the email will be sent from using the email message management through the form builder.

Type corresponds to the icon on the main dashboard next to a person’s name. If you set a message template as an invitation and then send the invitation to a person in the list, the invitation icon will show up next to their name.

Template lets you choose a pre-defined template (header and footer for the email), if any are available.

Tags are the way to dynamically populate an email. If you would like your email to read Dear [first name], position your cursor in the correct spot in the body of the email, find the tag First Name (or other appropriate tag) in the tags drop down and click add.

Signatures allow you to add a signature for a person to an email if any are available. Position your cursor in the correct spot in the body of the email, find the appropriate signature in the Signature drop down and click add.

The large box in the middle is the message body. It is a wysiwyg editor which allows you to do simple formatting like bold italic & bullets. You can also insert links. More advanced html may be inserted through the source button in the menu.

Attachments can also be added. Click browse and upload an attachment. The file that is uploaded in this section will be attached to the message when it is sent.

When finished editing, click the save icon in the top menu. Your message will now be available when sending an email to a list of people.