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How can I create a variant for the Follow-up e-mail?

You can create personalized follow-up email variants directly in the snapAddy Dashboard to individually address your event participants. Choose between text or HTML format and use placeholders for dynamic content.

With snapAddy VisitReport, you can create professional follow-up emails that are automatically sent to the participants of your event. This article guides you through the process of editing the email template in the dashboard and highlights the features available to enhance your follow-up communications.

Prerequisite: Before you start with the configuration of the email, please make sure that you have entered your SMTP credentials for the mail server in the organization settings. For more information, see How to configure the email authentication for sending follow-up and notification emails (SMTP)?

How to configure a follow-up email variant

  1. Go to VisitReport Dashboard and open the event.
  2. Navigate to Follow-up emails in the left-hand menu and select Variants.

  3. Click on New variant and choose between a text or HTML configuration.

You can also use the Import variant option to access variants that you have created for other events.

How to customize your follow-up email template

The following customization options are available:

  • Language: snapAddy VisitReport offers a variety of languages for your email template.
  • Placeholders: Different placeholders help you make emails dynamic for each contact and event you are working with. 
  • Header image: You can add a header image (width: 1200–2000 px, maximum height: 1000 px).
  • Attachments: Once you have uploaded files to the media library, you can add them as attachments to the follow-up email.

How can I test a follow-up email I have created?

  1. Go to the VisitReport Dashboard and open the event.
  2. Navigate to Follow-up emails in the left-hand menu and select Variants.
  3. Click on the three dots next to the follow-up email you want to test.

  4. Click on Test variant.

Note: Variants can be tested regardless of whether the event is a master, live, or draft event.

What other options are available for a follow-up email variant?

The three-dot menu next to each variant provides the following options:

  • Edit: Opens the variant for editing, allowing you to adjust content, language, or placeholders.
  • Duplicate: Creates a copy of the variant that you can use as a starting point for a new version.
  • Test variant: Sends a test email so you can review the result before the actual dispatch.
  • Convert to HTML: Converts a text variant to HTML format, enabling advanced design options.  An HTML variant cannot be converted into a text variant.
  • Set as default: Sets the selected variant as the default template for the follow-up email of the event.
  • Delete: Permanently removes the variant.

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If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.