Home → Events/Training → General page → Delegates list
2.24. Delegates list
Delegate lists can now be added to your events/training scheduled emails within the RubiCRM event module. When setting up a scheduled email you are now given the option to tick whether you would like RubiCRM to attach your delegate list as a PDF to the email.
Before scheduled emails are due to be sent RubiCRM will generate an up-to-date delegate list to ensure the list sent has the most up-to-date attendees. You can also generate a delegate list from within the event's module in the "General" section to then send to individuals on their request.
RubiCRM provides a default delegate list template which can be found in the Main Menu > Marketing > Templates area of the CRM. The template is named "Rubi Default - Delegate List" located in the "Rubi Default - Delegate List" folder. To use this template please open the template and click "Clone". You can name the template anything you would like and add it to a folder of your choosing.
Please ensure you do not name the template or add the template into a folder with the prefix "Rubi Default - ...". If so you will not be able to update the template.
Once you have created your template you must set the template as the template to be used for when delegate lists are generated. Please navigate to Main Menu > System > Settings. From this page in the "Settings" section please search for "Delegate" which will return the property "Delegate List Template". You must add the name of your delegate list template to this field.