Events · Overview
Accessing the Templates Section
To create message templates that can be used for event-based automation (workflows), open the Automations module from the side menu, go to the Messages tab, then click + New:
Automations > Messages > + New
Note
The send email actions of automations only offer the messages of the Messages tab. Email templates from the Communication module already used in your workflows were moved there automatically. To learn more, see The Automations module — Overview.
Available Template Types
You can create two types of templates:
- Transactional
These messages are linked to specific actions (e.g., appointment confirmation or rescheduling) and do not require marketing consent.
Useful for automatically sending user-related notifications. - Marketing
These templates require that the contact has provided marketing consent (opt-in).
Used for promotional messages, follow-ups or newsletters.
Use in Workflows
Once a transactional template is created, it can be linked to a workflow to automatically send messages when a defined event occurs (e.g., new event registration, a session starts etc.).