At some point in your event cycle, you may need to send the same email to multiple users at once. Hubb's Custom Emails feature allows you to create customized email templates for any group of users.
Creating a Custom Email
From the Admin portal, click on Manage Emails > Custom Emails:
Navigate to the right-hand corner and click on Create New Email:
From here, use the editor to create and edit your custom email:
- Click on Preview to preview the email while work is in progress.
- Click on Send Test Email to send a test email to the email address of the account you are currently logged in with.
When you're done, click on Next to choose your email recipients:
- Choose Filters will filter the results for the Available Users. For more information on using custom filters, visit our help article: Custom Email Filters
- Available Users will show users according to the chosen filter options.
- The search function can search through this list by users’ names.
- Populate the Selected Users list by clicking their name, or click on Select All to add all users currently listed.
- Selected Users will show any user selected to receive an email.
- To remove any single recipient click the X to the right of the recipient’s name in the selected users list.
- To remove all recipients click on Clear All in the selected users list.
- To go back and edit any content in your email click on Edit at the top.
Click on Next to review your email parameters and completed email before sending. You can send a carbon copy to any email recipient.
After reviewing your email click on Send Now to send your emails. You will receive an “Email sent successfully!” confirmation.
To start over from the beginning at any time, click Back to email dashboard.
Using Custom Filters with Custom Emails
If you're already using custom profile fields on a specific segment of your users, you can utilize them with your custom email templates. Before doing this, be sure to visit our help center article on Custom Profile Fields and create a new custom profile field.
From the Admin portal, click on Users > Profile Fields:
From here, scroll down to the Custom Fields section at the bottom of the page. Tick the Email Filter box next to the field you'd like to use as a custom email filter:
Now your custom field will be usable as a custom email filter.
Of course, don't forget to click Save when you're finished.
Merge Fields
Included in our Custom Email feature are merge fields, which let you incorporate personalized data into the Custom Emails. The "merge fields" pull from the recipient's data available in the Hubb site, and embed that information into the body of the Custom Email.
This is a list of fields that you can pull into a Custom Email:
| Merge Field | Field Type |
| {{AttendeeID}} | The Attendee ID of a user |
| {{Biography}} | User Bio |
| {{Blog}} | User Blog link |
| {{Company}} | User Company |
| {{EmailAddress}} | User Email |
| {{Facebook}} | User FaceBook link |
| {{FirstName}} | User First Name |
| {{Industry}} | User Industry |
| {{Interests}} | User Interest |
| {{LastName}} | User Last Name |
| {{LinkedIn}} | User LinkedIn link |
| {{Title}} | User Title |
| {{Twitter}} | User Twitter link |
| {{UserId}} | User Hubb ID |
| {{Website}} | User Website link |
| {{AcceptedSpeakerSessions}} | All Speaker Sessions that are Accepted |
| {{DeclinedSpeakerSessions}} | All Speaker Sessions that are Declined |
| {{PendingSpeakerSessions}} | All Speaker Sessions that are Pending |
For example, if you choose {{FirstName}}, the first name of the user who is receiving this email will be pulled in, replacing the entire "merge field" with the actual name of the user.
Hello {{FirstName}}!
This will become:
Hello Allie!
*Please note that these tokens are only for Custom Emails and will not work for standard Invite Emails.