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📧 How to Create and Customize Email Invitations

Happenly allows you to design and send personalized email invitations to your guests, enhancing your event's communication.

Written by Jess

✉️ Creating an Email Template

  1. From your Event Dashboard, go to Share > Emails / Invites.

  2. Click on the Templates tab.

  3. Click Create New Template.

5. An email template will pop up:

This template will serve as the foundation for your event communications.

6. Click on the Email Header to edit the Email Subject, From Name and Reply to Email Address:

Email Sender Notes:

  • Under From Name, just include your name or your organization’s name. Do not include any special characters.

  • The Reply-to Email Address is the email address where you want any replies to your emails to go.

  • All email invites will be sent from our system using our default email [email protected]. This cannot be changed.

7. To customize the Email Body Text, you can add images, text boxes, headlines, and buttons and spacing to your email template, very similar to the website editor:

To add any element to your email template (image, text box, button, headline, spacer), find a design element where you'd like to add the element. Hover your mouse over that item and until you see a plus sign. Click on the plus sign from the pop-up menu, then select the element you want to add. See demo here:

You can move things around if you hover your mouse over the button and use the down arrow from the pop-up menu:

8. To save, you can Edit the Template Name by clicking on the Template Name at the top and then click Save Email Template:


To send your email, see: Sending Invitations & Email Updates

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