Summary
This article explains how to easily send emails to all participants on a client profile using email templates or one-off emails. We introduced this feature to remove the need for manual copy-and-paste, which was time-consuming and prone to errors when multiple participants needed to be included.
With this update, Trail automatically surfaces participant email addresses for you — saving time, reducing admin, and helping ensure everyone stays informed with just a few clicks.
NOTE: This does not mean you can send one invitation link to all participants. Trail will still work off of the logic, that only the Key Contact of a profile will have a link generated for them.
How do I automatically add all participants to the Email Template?
Go to Settings → Email Templates.
Click on any templates you wish to edit.
Select the field you want the participant's email to appear in (To/BCC/CC)
Click the + sign
A blank field will appear. Click the arrow and select the {participant_email} option.
All relevant participant emails will show here.
How to Send an Email to All Participants from your Client's Profile?
Go to your client’s profile and click Send Email.
2. A blank email template will appear for one-off emails.
3. Select the field you want the participant's email to appear in (To/BCC/CC)
4. Click the + sign
5. A blank field will appear. Click the arrow, and you will be presented with all of the participants' names and emails to select from.
Need Help?
If you’re unsure of anything, feel free to reach out — happy to help! 😊