Follow-up emails

This article is for training companies and trainers.

Follow-Up Emails ask attendees to provide feedback using an evaluation form.

By default, the platform sends emails on the first, third, and seventh day after the event. As soon as an attendee fills in an evaluation, they get no more follow-up emails.

Important note: follow-up emails are sent only to attendees with the Participated status. For example, if you change the status to Participated 2 days after an event, attendees will receive only two follow-ups (the first one won't be sent because the date for it has passed already).

An example of the email is below:

Hi Hanna,

Thanks for attending a Scrum Master event in Pittsburg.

As a follow-up, I’d love to hear what you think about the experience. It will only take a minute to evaluate the event, and I greatly appreciate all the feedback. Please follow this link to take part.

Thanks again!

Roy

Important note: the language of the emails depends on the language of your event, and your settings.

Customisation

To customise the follow-ups, find the Mails tile on the event dashboard and click Edit in the Follow-Up Emails section.

On the sidebar, Workshop Butler shows you the dates when each follow-up email is sent. These dates depend on the end date of your event.

If you do not want to send the follow-ups to attendees, you can switch them off by selecting the option in the sidebar and clicking  Save.

To simplify the personalisation of the content, use email tags. Before sending a message, Workshop Butler looks for the tags in an email’s body and replaces them with relevant values.

You can find available tags for the follow-ups in the select box in the top right corner of the editor.

Training company accounts can customise the subject and body in the Follow-up template applying changes to all events. It's also possible to set a different schedule for this template.

Sending Follow-up Emails Manually

If you want to send a follow-up email on the dates others from those set by the platform, you can do it the following way:

1

Click on Events in the top menu and open the event's page by clicking on it in the list.

2

On the Evaluations tile, click View, then click Send Evaluation Request in the appearing window.

3

You will see a window where you can edit the text of the evaluation request, choose attendees, and send it.

Important note: If you have the Automated Follow-Up Emails option enabled, those attendees who have not submitted an evaluation yet, will still receive automated follow-up emails on predefined dates.