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Perfect Venue Help Center

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Perfect Venue

Automated emails and templates streamline communication, ensure consistency, enable personalization, and provide scalability, ultimately enhancing customer engagement and satisfaction.

To edit Automated Reminder Emails, System Emails, and Template Emails, simply click on the row to edit the email.

Once you have clicked on the email you would like to edit, you will have the option to personalize, attach, and hyperlink.

The personalize field will autofill any of the following information about each particular event!


Scroll to "template emails" and hit "add"

Follow the same steps as above to edit as you need! All of your templates will show up in a list while emailing once you hit "templates." 

Automated emails go out based on the criteria that you set for each automated email. You are able to toggle these on or off whenever you'd like. 

Criteria you set and the email itself are completely customizable to help save you time!

What criteria can I set for my automated emails?

What stage the event is in (Lead, Confirmed, Proposal Sent, etc.)

Event types allow you to tailor the communication efficiently, ensuring a more personalized experience for the guests. Event types in automated emails allows you to customize who receives what communication.

Email Templates + Automated Emails

Perfect Venue's attachment library makes it easy to find and send commonly used attachments!

Then click the "add" button and upload your file

From there, when you go to send an email - just click on the paperclip icon and you will always see your attachment library items on top!

Please note: The attachment library has a limit of 10mb per attachment. We recommend using a PDF compressor before uploading anything to your library. 

 is the one we like the most! It's free, and keeps your PDFs looking beautiful. 

How to Upload Menus and Docs to Your Email Attachment Library

Information to help you get started using Perfect Venue

Email Settings