PL - Optimising confirmation emails and freefield data for group leaders and exhibitors

Empower project managers and administrators to incorporate valuable "Freefield Captions" data from group leaders directly into confirmation emails. This feature enables seamless event personalisation, including details like "Stand Numbers" for exhibitor registration through group leaders.

How It Works:

1. Capturing Freefield Data:

Group leaders can input specific data in "Freefield Captions" alongside standard demographic information during group registration.

2. Requesting Confirmation Emails:

Group leaders select "Please send me a confirmation email" to trigger the system to generate a confirmation email with an "Attendee Detail PDF" containing freefield data, along with an attached "Registration Email PDF."

Enabling the Feature:

1. Access "2.05 Free Field Groups" in the left-hand menu.
2. Select or add/edit the configured "Field group" for collecting group individual data.
3. Scroll to "Group Placement for Group Form" and choose "3 - Group Individuals Page."
4. Access "2.06 Free Fields" in the left-hand menu.
5. Select or add/edit the field collecting group individual data.
6. Set "Field type" to "Filter" and "Field Group" to "Booth."
7. Toggle "Use for Group Individuals Page" to "YES."
8. Expand and toggle "Display Confirmation Email" to "YES."

Once configured, group leaders can view the data from freefield captions when they click "View Participant List." This information will also be included in the "Attendee PDF" attached to the confirmation email.

For a detailed setup demonstration and feature showcase, refer to the provided video.

Questions or need assistance? Reach out - we're here to help you maximise this powerful feature.