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Sending Post-Event Follow-Up Emails

Create an attendee list, build the segment, compose the follow-up email, and check delivery.

Overview

Sending a follow-up email to event attendees within 48 hours reinforces key takeaways, shares session materials, and maintains engagement with FSS staff and LIA partners.

Steps

  1. Identify attendees. If attendees registered through HubSpot, filter contacts by the event registration property. If you are using a sign-in sheet, prepare a CSV file with attendee names and email addresses for import.
  2. Build the attendee list. Go to CRM > Lists and click Create list. Select Static list. Name it clearly (e.g., "Attendees - April 2025 Training"). Add contacts manually, import from CSV, or use enrollment criteria. Save the list.
  3. Create the follow-up email. Go to Marketing > Email and click Create email. Choose the post-event email template if one has been set up.
  4. Configure the send settings. Set the Send to field to the attendee list. Confirm the From name, From email address, and subject line.
  5. Preview and send. Use the Preview tool to review the email. When satisfied, click Send to send immediately or Schedule to send at a future time.
  6. Check delivery stats. Return to the email 24 hours after sending and review open rate, click rate, and any bounces.

Best Practice

Send post-event follow-up emails within 48 hours of the event. Include a link to session resources if they have been published on the event detail page.