PheedloopChecklist – REJournals

Minnesota Colors

Chicago Colors

Midwest Colors

Texas Colors

Pheedloop Communication Templates

Before going live with Pheedloop, be sure to customize the email communications below.
> Anywhere there is a [bracket], that information should be customized to the particular event.
> Email Templates are not the same as Announcements.
> Announcements are covered in another section.

Speaker Welcome

>> Fill in [event planner name and email] <<

*Link Opens Speaker Portal
When sent: by selecting speaker and choosing “Welcome Email”

Subject line: [insert event short name] – Your Speaker Portal!

HI there! Thanks for being a panelist at our Event!

We are using a new app and web portal for both live and remote attendees. We just created a speaker profile for you and are excited to introduce you to our new mobile app and your personal speaker portal!

Your speaker portal allows you to customize your profile, upload files for your sessions, and communicate with attendees. Speakers who are also sponsors can add their bio, contact information, company logo as well as links to their company website and LinkedIn. Contact your sales representative or event planning staff if you want to also become a sponsor.
Here is a YouTube tutorial on editing your Speaker Profile. It also shows you an example of where your custom info will appear. https://youtu.be/Pj8kREgjmnY
If you encounter technical issues, please contact [event planner name and email].

Use the link below to access now and double check your information. We look forward to seeing you soon!

Sponsor Welcome

*Link Opens Sponsor Portal
When sent: by selecting Sponsors and choosing “Send Welcome Email”

Subject line: [event short name] – Your Sponsor Portal

We just created a sponsor profile for you and are excited to introduce you to your custom sponsor portal! 

Your sponsor portal is where you'll be able to manage your profile, staff, and overall strategy to optimize your presence at the event and maximize your return. The information you provide will feed directly into our mobile application, website, guide, badges, and more. It is also the best way for you to stay up to date, communicate with us, and review relevant resources.

Bronze Sponsors and above may also upload a YouTube Video and a Banner / Advertisement

Here is a YouTube tutorial on editing your Sponsor Profile. It also shows you an example of where your custom info will appear. https://youtu.be/zqLjkz5p4zc

We strongly suggest that you bookmark your sponsor portal and take the time to perfect your organization's details.

Please contact Todd Phillips at toddphillipsmail@gmail.com if you have technical questions or want to schedule a one-on-one walk through of the Sponsor Portal.

Exhibitor Welcome

*Link Opens Exhibitor Portal
When sent: by selecting Exhibitors and choosing “Send Welcome Email”

Subject line: [event short name] – Your Exhibitor Portal!

We just created an exhibitor profile for you and are excited to introduce you to your private exhibitor portal!

Your exhibitor portal is where you'll be able to manage your profile, staff, and overall strategy to optimize your presence at the event and maximize your return. The information you provide will feed directly into our mobile application, website, guide, badges, and more. It is also the best way for you to stay up to date, communicate with us, and review relevant resources.  If you are also a sponsor, then these two portals will be linked and what you update in one will also update the other.

This Exhibitor Portal is the primary tool visible to virtual attendees and those watching event replays.
Here is a YouTube tutorial on editing your Exhibitor Profile. It also shows you an example of where your custom info will appear. https://youtu.be/RIgP8_1M4sU

We strongly suggest that you bookmark your exhibitor portal, and take the time to perfect your organization's details.

Please contact Todd Phillips at toddphillipsmail@gmail.com if you have technical questions or want to schedule a one-on-one walk through of the Sponsor Portal.

Attendee Welcome

>> Fill in [event short name] <<

>> Fill in [event planner name and email] <<

*Link Opens Virtual Portal and App Access Buttons
When sent: by selecting attendee(s) and choose “Event App Email”

Subject line: [Event Short Name] Access

Hi - Thank you for registering for the [event short name]! 

Use your login credentials below to access the attendee portal to see who is speaking, agendas and outlines, network with attendees, and more!

If you are joining us live, you can access tons of information by using our new app (open this email from your phone and chose android or apple). 

If you are joining us remotely and using your desktop, you will be using our Virtual Web Portal (click the button below and choose the bottom choice).  If you are remote and need CE credit, we do not recommend using your phone.

Here is a YouTube tutorial on editing your Attendee Profile. It also shows you an example of where your custom info will appear. https://youtu.be/QgNhVwQ4e1M

If you encounter technical issues, please contact [event planner name and email].

When entering through the link below, DO NOT Choose "Web Access" (the first choice) unless you are:
1. Using your phone and
2. having trouble downloading the app. 

The Virtual portal and / or Mobile App provide a better experience.

Attendee Portal Welcome

>> Fill in [event planner name and email] <<

*Link Opens Attendee Portal
When sent: by selecting attendee(s) and choose “Attendee Portal Invite”

Subject line: [Event Short Name] – IMPORTANT – Your Custom Attendee Portal

Welcome to our event!

We are using a new web-based app and virtual lobby that will allow you to get information about the event, network with other attendees and speakers, and also learn more about the sponsors and exhibitors!

By following the link below, you will be able to set up your custom profile.

This feature is called our Attendee Portal.

The attendee portal is where you can access and modify key details related to your profile, purchases and more. Click on the button below to access your portal at any time.  Go ahead and click to see the custom fields you can edit to make your profile stand out to other attendees!

If you encounter technical issues, please contact [event planner name and email].

Please complete this prior to the day of the event.

We hope you enjoy this new feature!

Automatic Emails

Virtual Event Welcome

>> Fill in [event planner name and email] <<

*Link Opens Virtual Portal
When sent: automatically send on registration if “virtual” is selected in ticket setup OR by selecting attendee(s) and choose “Virtual Event Welcome”

Use this Custom Subject line: [Event Short Name] – Virtual Event Portal Access

To virtually participate in the event's session live streams, participate in the exhibit hall, and network with fellow attendees, you'll need to log in to the virtual event portal. Click on the button below and use the following credentials to join the virtual event experience!

Please note, this experience works best on a desktop. If you have zoom issues and are not seeing the feed, find the button that indicated alternative method to access zoom.

If you encounter technical issues, please contact [event planner name and email].

Registration Confirmation

*Link Opens Virtual Portal and App Access Buttons

Registration confirmation emails are sent automatically for every ticket purchased during the checkout process. They have a PDF version of the ticket attached, contain information about how to login to the event application or virtual event portal (if the ticket is a virtual ticket), and basic information about your event itself.

Subject Line: Thank You for Registering!

Attached you will find your ticket. Please print it, or have it available on your mobile device. 

Your ticket also grants you access to digital portals like the mobile event app and virtual event system. Stay tuned for more details!

Registration Receipt

*no links, but receipt attached as pdf

Registration receipts are sent automatically after an attendee completes their registration, and has paid. You may turn off these automated emails via your registration settings, but can always send them manually at any time. You may customize this email body if you would like to highlight specific payment related instructions, or provide any additional guidance. Note that the receipt document is attached to these emails, and you can also customize the content of those documents via your registration settings. Each individual registrant will also have their tickets emailed to them.

Default Subject Line: Registration Receipt!

Attached, you will find the receipt for your registration. Please keep this document for your reference, and to access individual ticket documents linked directly from the attached receipt.

Email Templates

General Setup

Experiences

MOBILE APP

Minnesota Colors

Chicago Colors

Midwest Colors

Texas Colors

Pheedloop Communication Templates

Speaker Welcome

>> Fill in [event planner name and email] <<

Sponsor Welcome

Exhibitor Welcome

Attendee Welcome

>> Fill in [event short name] <<

>> Fill in [event planner name and email] <<

Attendee Portal Welcome

>> Fill in [event planner name and email] <<

Automatic Emails

Virtual Event Welcome

>> Fill in [event planner name and email] <<

Registration Confirmation

Registration Receipt