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Event PDF attachment on email

Where will be the created PDF From Forms be attached?

This documentation shows information on managing event PDF attachments on email notifications.

Created PDFs from event forms will be attached in the following emails :

  • Booking confirmation email - which will be emailed to the organiser email of the event after the attendee submits the booking form.
  • Attendee notification email - which will be emailed to the attendee after the payment is done.

NB! Since the payment type may not be included in the PDF created in the organiser email, you can cc the email of the Event organiser on the Attendee Notification email template so they can also receive the PDF attachment with the Payment type. Here’s a video guide on how to find the Attendee Notification email template for the Event.

PDF


What will be the display on the attached PDF if the checkbox on the form is checked/ticked?

It will display as "on" if the checkbox is ticked and empty if not.


Is it possible to attach a different file with the PDF?

It is not part of the original requirements, so it is not possible for now.

However, you can either add the text on the word template or create a page that includes the content of the file and then add the link on the word template. As a result, it will display as a hyperlink on the PDF form attached to the email and they can just go to the pages created for the terms and conditions.


What if all multiple events on the same page have their own different Word Templates?

If all events on the same page have their own different Word Template, all of the PDF forms will be received by both the organiser and the attendee. So if the page has three different events and three different word templates, all of the three PDF forms that are created will be received by the attendee.


Setting Up a Word Template

What is a Word Template

It is a word document (.doc or .docx) that will be used as a template for the PDF creation.


What is a Curly Bracket

Curly Bracket { } is a script that will help the system add the details from the event-form to the PDF.


Where to find the ID that will be added to the Curly Bracket

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Modules > Forms
  • 3
    Search for the event form that is being used
  • 4
    Click the How to setup word template "Edit" icon to edit the event form
  • 5
    Click on the form field you wish to save on your PDF document
  • 6
    Look for the “ID / Name” on the popup window
  • 7
    Copy the “ID / Name” of the field

How to add the Curly Brackets on Word Template properly

STEP-BY-STEP
  • 1
    Open the word document
    NB! Should be .doc or .docx
  • 2
    Add the copied ID/Name on the document
    NB! Make sure you put it between the two Curly Brackets. For example below the ID/Name is FirstName, it should be added on the document like this - {FirstName}
    How to setup word template
  • 3
    Save the changes on the word document and you are now ready to upload the template for the event using the guide on
    How to Add Word Template of PDF form in Events link here →
  • 4

    If there are fields that have the same ID/Name. Please follow the below:

    • Get the duplicate fields ID in the Form then add an underscore and chronological order number after the field ID/Name - i.e Three FirstNames will have a record of FirstName_1(Can also be just FirstName), FirstName_2 and FirstName_3. We are using field_(index) format and not field(index) because there are fields with numbers in them like AddressLine1.
    • When the admin wants to check the index or the chronological order of the duplicate fields, use the order of the Fields in the form builder to find the index
      NB! To get correct results, make the duplicate fields required.
    NB! The ID/Name of the form fields under the Marketing tab can't be renamed. However, some of the form fields on the Marketing tab are also on the Form Elements tab - there you can rename the ID/Name of the form fields.
  • 5
    Congratulations! - you have now finished creating a word template.


Using a Word Template for PDF Creation in Events

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    On the Search bar at the top left of the Admin Dashboard, search for Event Listing
  • 3
    Click Event Listing
    Add word template
  • 4
    Search for the desired event listing in the Search Events section in the Keyword search bar
  • 5
    Click the edit icon on the left side of the desired event listing
    Add word template
  • 6
    Click Upload on the Word Template(.doc & .docx) section at the bottom part of the event settings
  • 7
    Upload the word templates
    NB! Word template cannot be longer than 3 pages.
  • 8
    Click Save
    Add word template
  • 9
    Congratulations! - you have now added an event word template. See related articles below.

Adding a Default Word Template of PDF Form for All Events

NB! If you have a Word Template set in the Event, the system will use this. If not the system will check if a site setting word template is set. If not no PDF will be attached to the email.

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    On the Search bar at the top left of the Admin Dashboard, search for Site Settings
  • 3
    Click Site Settings
    PDF For all events
  • 4
    On the Search Curly Brackets section, search Word Template at the Keyword search bar
  • 5
    Click the edit icon on the left side of the Word Template
    PDF For all events
  • 6
    Click File Upload on the Word Template(.doc & .docx) section
  • 7
    Upload the word template NB! Word Templates cannot be longer than 3 pages.
  • 8
    Click Save
    PDF For all events

    See the demo here

  • 9
    Congratulations! - you have now added a default event word template. See related articles below.

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