Plan & Promote Releases For March 25, 2026

Registration

Automatic Timing and Eligibility Controls for Invitee-action triggered Emails using Dynamic Segment filters

This release improves invitee action-triggered custom emails that use Dynamic Audience Segments. We’re adding a system-managed processing window of 5 minutes and a final eligibility check so these emails are triggered when segment membership and attendee data are fully up to date, no configuration changes required from you.

This keeps each message aligned to the invitee’s latest status and eligibility, reducing incorrect or conflicting communications without any extra setup.

Definition: Invitee action - triggered custom emails that use Dynamic Audience Segments
These are custom event emails that:

• Are configured to send automatically based on an invitee action (for example, Registered, Canceled, Declined), and

• Have at least one Dynamic Audience Segment applied as an audience filter.

• Standard registration confirmation emails, and any automatically sent custom emails without a Dynamic Audience Segment filter, are not included in this definition and are not affected by the new 5‑minute delay.

What’s New?

• System-Managed Timing for Invitee Action Emails
  Invitee action–triggered emails that use Dynamic Segments now include a built-in 5-minute delay before delivery. This processing window allows:

  • Attendee data added/updated during the action to fully process

  • Dynamic Segment rules to re-evaluate and assign the correct audience segment membership

    • The delay is fixed and system-managed to ensure consistent behavior across events.

• Eligibility Validation at Time of Send
  At the moment an email is supposed to be sent, the system performs a final check to confirm the invitee still meets:

  • The required invitee action trigger (e.g., registered, canceled, declined)

  • The current invitee status

  • Any associated Dynamic Segment criteria

    • If the invitee no longer qualifies, the email is automatically suppressed.

• Applies to Existing and New Emails
  This enhanced timing and validation apply to:

  • All existing invitee action–triggered emails, and

  • Any new emails created going forward

Why This Matters

Invitee action–triggered emails are some of the most critical communications in an event lifecycle. By introducing smarter timing, real-time validation, and clear in-product guidance, this update strengthens trust in automation and delivers a more polished experience for both planners and attendees.

Important Notes

• The 5-minute delay applied to invitee action–triggered emails is fixed and not configurable

• The behavior applies to both existing and newly created emails

• An informational alert on the email details page explains this behavior

Total Event Program - Event Group-to-Group comparison

Comparing event groups in Total Event Program (Cross Event Insights) gives you a dedicated workspace to evaluate your portfolios side by side—so you can quickly see which programs, regions, formats, or teams drive the most engagement, generate the most net‑new contacts, and stay on (or over) budget.

Instead of exporting separate reports, building pivot tables, and manually aligning timeframes and metrics, you can now compare multiple groups in one place, using familiar metrics and widgets enhanced with baseline trends and multi‑group visuals.

The experience is tightly integrated with existing Cross Event Insights, but is purpose‑built for multi‑year analysis and program‑level decision making, helping you decide what to scale, where to optimize spend, and which parts of their portfolio are truly performing best.

Key highlights:

• Multi‑group selection & baseline: Choose multiple event groups, assign a baseline, and see consistent color‑coding across the comparison view.

• Full registration and attendance funnel comparisons across programs to see which convert invitations and web traffic most efficiently and where drop‑off occurs.

• New vs. returning contact breakdowns by program to understand which event strategies are best for acquisition versus nurture and retention.

• The ability to spot peak seasons, top locations, venues, and format mix to inform calendar planning, staffing, and channel/venue strategy.

• Clear visibility into over‑ and underspend, profitability, and value per attendee by program over time compared to a baseline.

• Feedback & Engagement: Benchmark event and session ratings, NPS, polls, Q&A, and chat engagement against your baseline program.

Event Insights - XLS & CSV Export

We’re expanding Sharing Insights with new CSV and Excel (.xlsx) exports so you can take data from Session Insights, Registration Insights, and Cross Event Insights directly into your analysis and reporting workflows.

This enhancement focuses on data‑complete, analysis‑ready exports, addressing long‑standing gaps where on‑screen insights didn’t cleanly translate into files.

Who this release is for: Event Program Managers, Senior Planners, Event Marketers, and Marketing Ops

• Need to quickly move from dashboard to spreadsheet to answer detailed questions, build custom cuts of the data, or align with external reporting templates.

• Frequently share insights with RevOps, Finance, Sales, and executives who expect Excel files they can manipulate on their own.

• Want confidence that exports are complete and trustworthy, so they no longer need to cross‑check multiple reports or rebuild them manually.

With CSV and Excel exports, these users can:

• Pull complete, analysis‑ready data from Session, Registration, and Cross Event Insights in seconds.

• Combine insights with data from CRM, budget sheets, and attribution models — without re‑entering or re‑formatting metrics.

• Provide stakeholders with files that are immediately useful rather than static visuals that require extra work.

Date Change

1. New Navigation for Users will now be released TBD. Read more about this release.
   

Visit our Community with questions

Do you have questions about anything we’ve rolled out this window?

As always, get questions answered in the Community via the Open Forum.

Also, attend our next quarterly Product News webinar on March xx, where the product team will share updates and answer questions!