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  • 1.  Filtering Email based on Optional Item

    Posted 09-10-2016 12:53
    I'm trying to send an email to people that have selected a specific optional item, but I cannot figure out how to filter to just these people in advanced settings for emails. Could you please help?


  • 2.  RE: Filtering Email based on Optional Item

    Posted 09-13-2016 15:39
    Hi Kristin,

    You have a couple of options here:
    1. Add these people to a contact group in your Address Book, then select that contact group within the manual send. To do so, go to Invitee Management > Manage > Invitees & Registrants > Advanced Search > Under Agenda Items, click on the "Agenda Items" dropdown and select the quantity item > Search. Then, select all of the names, and go to Bulk Actions > Update Contact Groups. Add these people to a new or existing contact group. To send the email, go to Promotion & Communication > Email > Event Emails > Click on the email > Send: Manually > Click on the Contact Group dropdown and select the group you just created > Check off everyone's name > Send Email.
    2. Run the Registration Summary by Registration Item report, then send the registrants an email from that report. Go to Reporting > Reports > Standard Reports > Registration Summary by Registration Item > Select Quantity Item and pull it into the Selected column > Run. Then, click on the item, and click Run again. Once the report processes, go to Actions > Send Email.

    Best,
    Julia