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Using the Custom Emails Feature

The Custom Emails feature is a paid upgrade available to Organisers, allowing them to send targeted, personalised emails to exhibitors directly from the FFAIR platform.

Prerequisites

  • To enable custom emails for a report, your custom report must contain at least one of the following fields:

    • Company Information: Primary Contact First Name, Last Name, Email, or User ID.

    • User Information: First Name, Last Name, Email Address, or User ID.

 

Unlocking the Feature:

The feature must be purchased for each show.

  1. Navigate to the Custom Reports section.

  2. Locate the Custom Emails button. If the feature is not yet purchased, an upgrade icon will be visible.

  3. Click the Custom Emails button to open the Upgrade pop-up. 

  4. Click the Purchase button to open the Stripe embedded payment page.

  5. Complete the payment. A receipt will be sent to your email.

  6. Once paid, the upgrade icon disappears, and the feature is unlocked.

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Using the Custom Emails Feature

Step 1: Select Recipients

  1. Open your custom report and click the Custom Emails button.

  2. The list of users will appear with checkboxes:

    • Default: All users are selected.

    • If the custom report contains duplicate users (e.g., multiple roles in the same stand), duplicates are merged.

  3. Optionally, filter the custom report. The user list will update accordingly.

  4. Use the Mark/Unmark All option or select users individually.

  5. Click Next to proceed to the email builder.

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Step 2: Build the Email

The email builder allows full customization:

Required Fields:

  • Subject: (Max 255 characters)

  • Greeting: (Max 255 characters)

  • Intro Section: (No character limit; supports markdown and images)

  • Body Section: (No character limit; supports markdown and images)

  • Action Button:

    • Button Text (Max 58 characters)

    • URL

Supported Variables:

  • Use placeholders such as <Exhibitor Name>, <First Name>, <Last Name>, <Organiser Name>, <Show Name>, <Stand Number>, <Stand Size>, <Open Sides>, and <Build Type> to personalize emails.

Options:

  • Preview: View the email template before sending.

  • Save Template: Save the current email as a template for future use. Name the template when prompted.

  • Load Template: Load a saved template. If unsaved changes exist, a confirmation pop-up will appear.

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Step 3: Send the Email

  1. Ensure all required fields are filled.

  2. Click the Send button.

  3. Confirm the email in the pop-up: “Your email is ready to send to recipients. Press 'Send Email' to confirm.”

  4. During sending, a loader will display: “Your emails are being sent. Please do not leave or refresh the page.”

  5. Once sent:

    • A success message will appear: “Great job! emails have been successfully sent.”

    • Any blocked or bounced email addresses will be listed.


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