Learn the step-by-step process of utilizing the b2match Email Tool to compose emails, generate targeted mailing lists, and send out event invitations.

Outbox Emails

Ensure your participants stay informed about important information regarding their involvement in your event, keeping them engaged and updated throughout.

Automated Email Notifications

Learn how to create your own announcements and share recent updates with your participants.

Announcements

Organizer's Tool

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b2match

Learn how to harness the power of emails and automated notifications to keep your participants well-informed every step of the way.

b2match Organizer Guide - Emails & Notifications

Organizer Guide

Emails & Notifications

Creating a New Event

Copying a Previous b2match Event

Event Setup

Getting Started

Understanding the Home Page Editor

Adding and Managing New Pages

Building and Editing Pages Content

Understanding Page Sections

Previewing, Saving and Publishing Event Home Page

Customizing Home Page Hero Image

Multilingual Pages Explained

Home Page Editor

Editing Event Information

Setting Up Event Languages

Analytics & Reporting

Event Settings

Understanding Event Components

Adding Event Components

Exploring & Configuring Components

Deleting Event Components

Event Components

Setting Up Event Theme: Mode & Colors

Setting Up Custom Domain

Branding

Event Builder

Registration Time Frame

Registration Type: Private & Public

Participant Validation & Visibility

Registration Settings

Understanding Custom Questions

Types of Custom Questions

Creating Custom Questions

Grouping Custom Questions

Deleting Custom Questions

Custom Questions

Understanding Participant Types

Inviting Hidden Participant Types

Creating & Setting Up Participant Types

Deleting Participant Types

Participant Types

Creating Tickets

Editing & Deleting Tickets

Creating Promo Codes

Configuring Ticketing Settings

Creating Payments

Managing Payments

Testing Payments

Ticketing

Registration & Ticketing

Understanding the b2match Agenda

Creating Sessions

Configuring Session Registration Rules

Filtering & Sorting Sessions

Editing Session Info

Configuring & Editing Session Format

Assigning Speakers to Sessions

Assigning Exhibitors to Sessions

Configuring Session Chat

Editing Session Settings

Publishing / Unpublishing Sessions

Duplicating Sessions

Deleting Sessions

Integrated Video Conferencing

Sessions

Creating & Editing Session Location

Deleting Session Location

Session Locations

Creating & Editing Session Track

Deleting Session Track

Tracks

Creating & Editing Session Topics

Deleting Session Topic

Topics

Creating Live Streams

Deleting Live Streams

Live Streams

Agenda

Understanding b2match Participants

Participant’s Profile Overview

Impersonating Participants

Validating Participants

Adding Participants

Setting Up Participants Session Attendance

Setting Up Participants Availability

Configuring Visibility Rules

Working with Batch Actions

Rejecting Participant Registrations

Managing Participants

Setting Up Participant Types

Assigning Participant Type to a Participant

Understanding b2match Speakers

Marking Participants As Speakers

Creating the Speakers Page

Speakers

Participants

Understanding b2match Organizations

Organization's Profile Overview

Adding Organizations

Managing Organization Representatives

Deleting Organizations

Managing Organizations

Understanding Organization Types

Setting Up Organization Types

Assigning Organization Type to an Organization

Deleting Organization Types

Organization Types

Understanding Areas of Activity

Setting Up Areas of Activity

Assigning Areas of Activity to an Organization

Deleting Areas of Activity

Areas of Activity

Understanding b2match Sponsors

Creating Sponsors Group

Deleting Sponsors Group

Marking Organizations As Sponsors

Creating the Sponsors Page

Organizations

Enabling Meeting Booking

Enabling AI Recommendations

Configuring Booking Rules

Defining Conversations Settings

Setting Up Meeting Feedback

Setting Up Group Meetings

Setting Up Open Virtual Networking

Setting Up Post Event Networking

Settings

Understanding Meeting Blocks

Creating Meeting Blocks

Editing Meeting Blocks

Deleting Meeting Blocks

Meeting Blocks

Understanding Meeting Locations

Creating Meeting Locations

Assigning a Meeting Location to a Meeting Block

Editing Meeting Locations

Deleting Meeting Locations

Managing Meeting Points

Assigning Participants to Meeting Points

Deleting Meeting Points

Meeting Locations

Understanding b2match Meetings

Meetings Overview

Creating Meetings

Editing Meetings

Meetings

Meetings & Networking

Understanding b2match Marketplace

Enabling the Marketplace

Configuring Opportunity Types

Validating Opportunities

Marketplace

Understanding b2match Email Tool

Creating Mailing Lists

Using Email Templates

Composing an Email

Sending Event Invitations

Understanding b2match Email Notifications

Configuring Email Notifications

Editing Email Notifications

Understanding Announcements

Creating, Deleting & Sending Announcements

Filtering Profile Lists

Editing List Columns

Creating & Saving Filters

Setting Up Predefined Filters

Advanced Search

Importing Contacts

Importing Participants From Previous Events

Importing Participants by Using Microsoft Excel

Exporting Event Data

Data Import & Export

Creating Badges

Working With the Badge Editor

Managing Badges

Badges

Understanding b2match Entrance

Manually Checking In

Checking In With QR Code Scanning

Printing Badges On-Site

Check-In App

In-Person Participant Management

Setting Up the Home Screen

Editing and Deleting Home Screen Widgets

Mobile Event App

Creating a b2match Account

Registering for an Event

Participant Guide