Link to form for bookmarking
Features
If these procedures are followed then you will be able to:
- Create Mailchimp emails from Novi Events at the touch of a button
- Create Zoom webinars from Novi Events at the touch of a button
- Automatically award CEs when a webinar finishes
- Generate a list that shows the status of each event including emails sent and scheduled
How to setup Novi Events to enable automations
Here are some guidelines for the event setup in Novi that must be followed:
- Only use the Primary Details (Long Description) for text information that will be in the Mailchimp email
- Never include information like Price, date or location in the Primary Details Box
- You can always put other information into secondary details
- Make sure the ticket names are self explanatory as they will appear in the event email
How to ensure consistency and great results in Mailchimp
Follow this guide for the "Long Description" Box
Element | Example | Heading to useFrom "Formats/Headings" |
| Section Titles | "Program", "Presenters" | H2 |
| Presenter Names | Dr. Joan Jones | H3 |
| Presenter Titles | Medical Director, Wonderful Animal Hospital | H4 |
| Bulleted Lists |
| Do NOT use - they don't come out well in mailchimp. Or use in Novi and edit in mailchimp |
| Event Location (include only if it is not a webinar) | Holiday Inn | H4 |
| Event Contact | Do not include in the long description box. People can get that by replying to the email or going to the website |
What other settings are required?
Event Location: For a webinar use the following:
"Zoom Webinar: Your login details will come direct from zoom. Please check you receive them soon after you register. We will send them again one-hour before the webinar."
Event Contact: Choose non-member and enter
NYSVMS staff - Email address: support@freshdesk.nysvms.com
Order and Fonts for a typical description
Please follow this order and fonts for the Primary Details box
Presenter H2
Presenter Name H3
Presenter Title H4
Description (use the formats dropdown - Blocks/Paragraph)
"Location" H2
Location Details - Paragraph (only if not a webinar)
"Bio" - H2
Presenter Name H3
Bio text - paragraph
How to Create a MailChimp Email from a Novi Event
Go to the form above (or here) and enter the Novi Event API ID.
To create an email - select "email" and also enter the template name. See available templates
The email will then appear in Mailchimp.
To create a webinar simply select webinar instead and adjust settings as desired.
Font Reference Information
| Heading | Novi Event setup | Mailchimp |
| H1 | Not used | 26 px Blue #5778a2; |
| H2 | 28px, Blue #5778a2; | As Novi |
| H3 | 22px, Blue #5778a2; | As Novi |
| H4 | 18px Charcoal #333333 | As Novi |
| H5, H6 | Not used | |
| Body text | 16px black | |
| Li | Do not use | do not use |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article