Messaging
Liveto’s communication/messaging tools consist of four main components: message templates, message batches, confirmation messages and invitations. Additionally, calendar entries can be attached to messages.
The Messaging menu is the primary interface for sending messages. You can use this menu to send messages directly or create separate message templates and batches if preferred.
Message Templates are customizable templates where you can modify the content of your message. Liveto has provided several pre-made templates for organizers, which you can use if desired.
Message Batches are used to send out message templates to customers or specific individuals.
Confirmation Messages are sent to the person who made a booking after the transaction is completed successfully. Liveto has also provided a few pre-made templates for these messages, but you can create your own if needed.
Invitations allow you to invite participants to events. For instance, if registrations for a virtual event are managed outside Liveto, you can send an invitation to the platform, which will automatically generate a booking for these individuals so they can access the virtual platform. Invitations are also useful for granting complimentary access to a paid event for certain individuals.
Please note that communication features are not included in all Liveto packages. Contact your account manager or customer service if you wish to access this functionality.
Messaging
Under the first messaging section, you can easily create a message template, message batch, and possibly an invitation or survey all from the same path.
Custom Batch: Select this option if you want to send email messages to subscribers, participants or other individuals. You can customize the batch based on various options. This is the most common choice.
Survey Batch: Choose this option if you want to send a survey along with the email, such as a feedback survey.
Invitation Batch: Select this option if you want to send an invitation along with the email.
Invitations allow you to invite participants to events. For example, if registrations for a virtual event are managed outside Liveto, you can send an invitation to the platform, which will automatically create a booking for these individuals so they can access the virtual platform. Invitations are also useful for granting complimentary access to a paid event for certain individuals. Note: If you only wish to send an invitation message without any additional functionalities, select the Custom Batch option.
Custom Batch
Select Custom Batch.
Recipients - Choose who will receive the email. Options include Subscribers (for the person who placed the order), Participants (if participant information was collected in the Email field) or Others (you can upload or add your own email list).
Batch Name - Enter a name that will be visible in the system for this batch.
Products - If you want to restrict the batch to specific products, select the desired products from the list. Leave this field empty if you want to include all products.
Order Statuses - If you want to filter the batch based on the order status, select the desired statuses. Leave this field empty to send to orders that are in paid and reserved status.
Filter by Order Creation Time - If you want to filter the batch based on the order creation date, select the dates. Leave this field empty if you want to send to everyone.
Filter by Timespans - This feature is available only for time-dependent products in calendar-style purchases. Leave this field empty to bypass this filter. Restrict the batch by selecting the desired time periods. Recipients will be filtered based on the time period of their order.
Forced Language - Select this option if you want to enforce the message in a specific language.
Next.
Attachments - Choose any attachments for the email. The total size should not exceed 12 MB.
Attach Calendar Event: Attach a calendar event to the email. Choose the language and attach. This will allow recipients to add the event to their own calendars. For more information, see the Calendar Entry section.
Message Template - Create a new message template or select from existing ones. Read additional instructions in the Message Templates section.
Next
Preview your message. You can go back to previous sections if needed.
Schedule - Schedule the message to be sent at your desired time.
Save - Save the message to the batches but do not send it yet.
Send - Send the message immediately.
Scheduled, saved, and sent messages will appear in the message batches. For more details, refer to the Message Batches section.
Survey Batch
Select Survey Batch.
Recipients - Choose who will receive the email. Options include Subscribers (for the person who placed the order), Participants (if participant information was collected in the Email field), or Others (you can upload or add your own email list).
Batch Name - Enter a name that will be visible in the system for this batch.
Products - If you want to restrict the batch to specific products, select the desired products from the list. Leave this field empty if you want to include all products.
Order Statuses - If you want to filter the batch based on the order status, select the desired statuses. Leave this field empty to send to orders that are in paid and reserved status.
Filter by Order Creation Date - If you want to filter the batch based on the order creation date, select the dates. Leave this field empty if you want to send to everyone.
Filter by Time Periods - This feature is available only for time-dependent products in calendar-style purchases. Leave this field empty to bypass this filter. Restrict the batch by selecting the desired time periods. Recipients will be filtered based on the time period of their order.
Forced Language - Select this option if you want to enforce the message in a specific language.
Next
Create or Select Survey - Create a new survey or select an existing one. Instructions for creating a survey can be found in the Engagement Tools section, Surveys.
Next
Attachments - Choose any attachments for the email. The total size should not exceed 12 MB.
Attach Calendar Event - Attach a calendar event to the email. Choose the language and attach. This will allow recipients to add the event to their own calendars. For more information, see the Calendar Entry section.
Message Template - Create a new message template or select from existing ones. Read additional instructions in the Message Templates section.
Next
Preview your message. You can go back to previous sections if needed.
Schedule - Schedule the message to be sent at your desired time.
Save - Save the message to the batches but do not send it yet.
Send - Send the message immediately.
Scheduled, saved, and sent messages will appear in the message batches. For more details, refer to the Message Batches section.
Invitation Batch
Invitations allow you to invite participants to an event. For example, if a virtual event registration is handled outside Liveto, you can send an invitation to these individuals so the system automatically creates orders for them, granting access to the virtual platform. Invitations can also be used to give free access to a paid event for specific individuals. NOTE: If you only want to send an invitation without additional functionalities, choose the Custom Batch option instead.
Select Invitation Batch
Batch Name - Enter a name for the batch that will be visible in the system.
Product to Include in Invitations -Choose the product or right that the invitees will receive. The invitee must accept the invitation to receive the product.
Language for This Batch - Select the language in which the invitation will be sent.
Add Recipients - Add recipients by either uploading a CSV file or manually entering email addresses (separated by commas).
Next
Message Template - Create a new message template or choose from existing ones. For additional guidance, refer to the Message Templates section.
Next
Preview your invitation message. You can return to previous steps if needed.
Create Invitations - Create the invitations. The system will generate orders and send the invitations via email. Recipients must accept the invitation to gain access to the event and receive the ticket/right to the event. This will also appear in the reports as orders created by the organizer. Note: Once invitations are created, they cannot be canceled.
Message Templates
Create a New Message Template
Template Name -Enter a name for the template that will be visible in the system.
Message Subject - Enter the subject line of the message, which will be visible to the recipient.
Add Labels from the Participant Form - Personalize your message template using participant or event information by including personal labels, i.e., fields from the participant form.
Copy Template from Another Language - You can copy the template from another language, including both styles and content.
Template Content - Drag and drop elements from the right into the content area of the template. You can write the message directly in the content area and use formatting tools to style the text. The Body section allows you to change the text color.
Preview - Click the eye icon in the bottom left corner of the page to preview your message template. You can also see how the template looks on different devices. Use the arrow icon to undo any changes you’ve made.
Save - Save your message template.
After saving, the message templates will appear on a list page where you can preview, copy, edit, and delete them. You can also search for templates by name.
Message Batch
Create
Batch Name - Enter a name for the batch that will be visible in the system.
Message Template - Select the desired message template.
Scheduling - Set the date and time for sending the message. Leave blank to send immediately.
Email Recipients - Define recipients as either "Subscribers" or "Participants," or select "Others" to manually add email addresses or upload a CSV file. Remember to click "Add Recipient" before saving.
Survey - Choose a survey to include, if applicable.
Attachments - Select any attachments to include in the message batch.
Attach Calendar Event - Link a calendar event to the email to allow recipients to add it to their calendars. For details, refer to the "Calendar Markup" section.
Additional Details - The following sections depend on the recipients.
Products: Select products to include in the send-out. Leave blank to include all products.
Order Statuses - Filter by order status if needed. Leave blank to include all statuses.
Order Creation Date - Filter by order creation date if needed. Leave blank to include all.
Time Periods - Available for time-based products. Filter by specific time periods if needed. Leave blank to include all.
Forced Language - Choose a language if you want to enforce a specific language for the message.
Save - Save your message batch. This does not send the message yet.
The message batches you create will be listed on the page. You can search batches by name and status. You can easily see the status of each batch here. You can also copy a batch, preview it, and send a test message from here. In addition, you can view the recipients and statistics.
Send - Click this button to send the message batch.
Confirmation Message
You can select a customized confirmation message for your event, which will be sent to customers with their purchased products. By default, Liveto provides a standard confirmation template.
If you wish to modify the confirmation message, start by copying the default template called "Liveto Default." Note that this template includes order-specific placeholders. If you remove or alter these placeholders or their brackets, they may not function correctly.
We recommend keeping the placeholders as they are in the customized confirmation message and adding your desired text and image content around them.
You can edit, preview, copy or delete confirmation message templates just like any other message template.
Invitations
Create a new invitation.
Invitation Batch Name – The name that will appear in the system.
Product to Add to Invitations – Select the product that will be sent to the invitees.
Message Template – Choose the message template to be used for this invitation.
Language for This Batch – Select the language for the invitation batch.
Invitees – You can add invitees either as a CSV file or manually into the field. Separate addresses with a ",". For example: "user@liveto.io, user2@liveto.io". Invitees will receive the invitation in the languages specified for their email address in the field.
Next - Click Next to proceed.
You will then be directed to a page where you can review the summary of the invitations.
Schedule – Set the date and time for sending the message. Leave empty to send immediately.
Edit Invitation Batch – Click here if you want to edit the invitation without sending it.
Send Invitations – Send the invitations.
You can view and modify sent invitations from this page.
Calendar Entry
With this feature, you can add an event calendar entry to messages, which participants can then add to their own calendars. Once created, the calendar entry will automatically become part of the selected confirmation message. You can also use the calendar entry in other email communications through message batches or communication paths. The calendar entry will be attached as an iCalendar (.ics) file and will include the event name, description, schedule, and possibly contact details and a link. The appearance of the calendar entry may vary depending on the email service.
Create
Fill with Event Details – Automatically populates fields with event details.
Name – The name of the event displayed in the calendar entry. If left empty, the event name will automatically display.
Description – The description shown in the calendar entry. If left empty, no description will be displayed.
Start Time – The start time of the event. If left empty, the event's start time will automatically display.
End Time – The end time of the event. If left empty, the event's end time will automatically display.
Organizer's Email – The email address shown in the calendar entry.
URL – The URL displayed in the calendar entry, such as a website or event page. If left empty, no URL will be shown.
Save – Saves the calendar entry and includes it in the confirmation message.
Back – Exit the creation process.
Edit – Modify the calendar entry you have created.
Delete – Remove the calendar entry you have created.
An event can have only one calendar entry.
If you wish to include the calendar entry in other messages as well, select the created calendar entry when creating a message batch.