How can I use the omnichannel preview while creating an event?

Once an event is created, the Omnichannel preview sub-tab shows the preview of the event invite in all formats. To access the preview, follow the steps given below;

 

A. Go to Journey AI Suite> Select Sub - Org > Click Events. 

B. Create a new event or Edit an existing event. 

C. Once the changes are saved by clicking the Save & Next Button, it goes to the Omnichannel Preview sub-tab.

D. Once the preview is done, click the Next button at the top right corner to Schedule an invite.

       🔹 For Desktop:

       🔹For Mobile:

 

G. Confirmation Pages

               🔹For Desktop:

               🔹For Mobile:

 

H. Emails:

• • The Email section previews the different emails users can receive. All these emails are customizable.
  • On hovering over the email, you can Edit Email, Send Test email, and Preview the email.
  • Also, you can view the following information;
    • Sent to: To whom will the email be sent?
    • When: date and time when the email will be sent.
    • Sent By: Who will send the email?
  • The toggle button at the bottom right helps to turn the emails on/off.
  • Following are the three types of emails that can be previewed.
    • Notifications: Under the notification, four types of emails are available with Sent to, When, and Sent by fields populated as mentioned below :

1. 1. 1. 1. 1. Event Invite: Sent to - All the invitees, When - User scheduled date & time, Sent By - User.
            2. Event Canceled: Sent to - All the RSVPed list, When - When event cancelled, Sent By - Artie.
            3. Event Rescheduled: Sent to - All the RSVPed list, When - When event rescheduled, Sent By - Artie.
            4. Thank you: Sent to - All the attendees, When - 10 am Next day from when the attendance is marked, Sent By - Artie.
               
               

• • • Reminders: Under Reminders 3, types of emails are available with Sent to, When, and Sent by fields populated as mentioned below :

1. 1. 1. 1. 1. RSVPed Reminder: Sent to - All the RSVPed list, When - 7 pm - Event's before the day, Sent By - Artie.
            2. Non-RSVped Reminder: Invitees not yet RSVPed, When - 7 pm Event’s before day, Sent By - Artie.
            3. Waitlist Opening: All the waitlisted contacts, When - When the waitlist opened, Sent By - Artie.
               
               

 

• • • RSVP Confirmations: Under RSVP Confirmations 3, types of emails are available with Sent to, When, and Sent by fields populated as mentioned below :

1. 1. 1. 1. 1. Confirmation: Sent To - Contact who RSVPed, When - When the waitlist opened, Sent By - Artie.

            2. RSVP cancel: Sent To - Contact who cancelled RSVP, When - When RSVP cancelled, Sent By - Artie.

            3. Waitlisted: Sent To - Contacts who joined waitlist, When -  When waitlist opened, Sent By - Artie.

 

I. Flyer:

             The flyer section displays events as a flyer, which you can print.

 

 

Next:

How do I schedule an event?