To access the account templates you must be an account admin.

Go to Settings, select Theme in the left-hand menu. On the theme you have chosen select Edit HTML/CSS

Once you're in, select Add New Template

You'll then see the new template modal open. Select which template type you'd like to create

You see the following list of template types

 

Here are the options and what they are used for:

** Please note - a theme can have multiple templates of each template type **

Contact Email - used for any event marketing or general communications such as save the date, invitations, reminders, survey requests, general event communications.

Order Email - this is the type of template used for automated booking confirmation emails to the person making the booking.

Attendee Email - this is the type of template used for additional attendees on a booking. For example, if a person has registered for themself and two colleagues, the colleagues will receive the attendee email. This template is also used if the option to resend tickets on the Attendee page in the event admin is selected.

Ticket - this template is used if ticket attachments have been selected to go with the confirmation emails (Order and Attendee email type). It is set in HTML with inline CSS and is automatically converted to a PDF on booking creation.

Event Page - this is the main event page template.

Custom Page - this is the template type used for addtional event site pages such as Local Information, Highlights, Agenda (if not shown on the main event page) etc.

Pre Registration Page - this is the main event page used if pre-registration has been enabled. It is usually a straight copy of the event page template with the registration section removed and replaced by a pre-registration button.

Pre Registration Thank You Page - this is the thank you page that the person pre-registering will see. This is normally a straight copy of the standard thank you page with the content amended to show a pre-registration has been made.

Pre Registration Email - this is the email template used when a person pre-registers and receives confirmation of it.

Registration Process Layout - This is the form template used for registration, survey and decline forms.

Registration Process Layout Login - This is used if an event has password protection enabled.

Robots - This creates a robots.txt file used per account for SEO purposes. For more information on robots.txt please see here

Unsubscribe - This is the template used when a recipient clicks unsubscribe from an event email communication.

Decline Email - This is the template used if the event organiser has enabled the decline email confirmation email for the event.

Thank You Layout - This is the thank you page used for the end of the registration process and if a registration has been updated.

Survey Email - This template is used if Survey One (the automatic survey sent to all checked-in attendees 24 hours after the event) is enabled. The survey link to be used is {{ survey_url }}.

Joining Instructions - This generates the joining instructions web page that if enabled can be viewed by the attendee.

Invoice - if the invoices function has been activated for the account and subsequent events on that account, this template is used to generate the PDF that is automatically attached to the booking confirmation email.

Events Listing Page - This creates the web page where all of the accounts and/or platforms events can be listed.

Cancellation Email - This template is used for the email sent if a registration is cancelled.

Pre Registration Process Layout - This is used for the pre-registration form.

Waitlist Email - This template is used when the waitlist function has been enabled and a space becomes available.

Notification - This is an email template and is used if notifications (separate from Update Notifications) for an event have been enabled.

Postsurvey Email - The template used for Survey Two emails. The correct survey link to use is {{ postsurvey_url }}.

Waitlist Confirmation Email - This is the template that is used when someone joins the waitlist.

Notification For Attendee Email - This is the template used in the Update Notifications that are sent to the event organiser contact email or emails.

Attachments Page - This is the template used if you are including a secure attachments page for your event attendees.

Email Verification Email - This is the email template that is automatically sent to attendees if you have selected that you'd like them to verify their email address.

Email Verification Page - This is the webpage template that the attendees will arrive on once they click to verify their email address - this page can be bypassed.

Email Verification Thank You Page - This is the webpage template for the thank you page that all attendees will see once they have verified their email address.

Decline Confirmation - This is the email template that will be used if you have selected to send invitees who have declined a confirmation acknowledgment email.