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PassTru allows you to fully customize attendee-facing pages: Attendee Portal, Check-In Page, Post-Check-In Message, and Confirmation Emails.

Accessing Event Branding

1

Navigate to Event Portal

Go to Events/events and click on your event.
2

Open Branding Tab

In the event portal sidebar, click Branding to open /{org-slug}/{event-slug}/portal/branding.
Event Branding Page

Branding Workflow: Draft & Publish

PassTru uses a draft/publish workflow to prevent accidental changes to live pages.
1

Edit Content

Make changes to any of the branding sections (Attendee Portal, Check-In Page, Post Check-In, Email).
2

Save Draft

Click Save Draft to save your changes without publishing them.
  • Drafts are stored separately from live content
  • You can continue editing drafts
  • Drafts are not visible to attendees
3

Preview (Optional)

For Check-In Page, click Preview to open a live preview in a new tab.
4

Publish

When ready, click Publish to:
  • Copy draft content to live pages
  • Make changes visible to attendees immediately
  • Update confirmation email template
Clicking Publish makes all draft changes live across all attendee-facing pages. Review carefully before publishing.
Use Save Draft frequently to preserve your work. Drafts are saved per event.

Customizing the Attendee Portal

The Attendee Portal is a personalized page each attendee can access post-check-in. URL Format:
/{org-slug}/{event-slug}/attendee/{unique-id}

Attendee Portal Content Options

1

Navigate to Portal Tab

In Event Branding, select the Attendee Portal tab.
2

Configure Content

Fill in the following fields:Header Section:
  • Headline: Main title (e.g., “Welcome to the Conference!”)
  • Subtitle: Supporting text (e.g., “Your personalized event portal”)
  • Banner Image: Upload a hero image or paste image URL
QR Code Section:
  • QR Label: Text above QR code (e.g., “Your Check-In QR Code”)
Content Sections:
  • Section 1 Title: First content block title
  • Section 1 Body: Rich text content (supports paragraphs, lists, bold, italic)
  • Section 2 Title: Second content block title
  • Section 2 Body: Additional rich text content
PDF Links:
  • PDF Link 1 Label: Button text (e.g., “Download Event Agenda”)
  • PDF Link 1 URL: Direct link to PDF file
  • PDF Link 2 Label: Second button text
  • PDF Link 2 URL: Second PDF link
Call-to-Action Buttons:
  • Button 1 Label: Button text (e.g., “View Schedule”)
  • Button 1 URL: External link
  • Button 2 Label: Second button text
  • Button 2 URL: Second external link
Footer:
  • Footer Text: Contact info, social media, copyright notice
3

Use Template Variables

Insert dynamic content using variables:
  • {{attendee_name}} → “John Smith”
  • {{attendee_email}} → “[email protected]
  • {{attendee_unique_id}} → “A3B5X7K2”
  • {{event_name}} → “Annual Conference 2024”
  • {{event_date}} → “March 15, 2024”
  • {{event_venue}} → “Convention Center”
  • {{org_name}} → “TechCorp”
  • Custom fields → {{Table}}, {{Seat}}, {{Department}}
4

Upload Images

For banner or other images:
  • Click Upload Image and select a file (PNG, JPG)
  • OR paste an image URL from your CDN
  • Images are stored in the branding-assets storage bucket
5

Save and Publish

Click Save Draft to preview changes, then Publish when ready.
Attendee Portal Preview

Example Attendee Portal Content

Headline:
Welcome, {{attendee_name}}!
Section 1 Title:
Event Details
Section 1 Body:
Thank you for registering for {{event_name}}. The event will be held on {{event_date}} at {{event_venue}}.

Your table assignment: Table {{Table}}
Your seat number: {{Seat}}
PDF Link 1:
  • Label: Download Event Agenda
  • URL: https://yourdomain.com/agenda.pdf

Customizing the Check-In Page

The Check-In Page is the public-facing page where attendees check in on event day. URL Format:
/{org-slug}/{event-slug}/welcome

Check-In Page Content Options

1

Navigate to Check-In Tab

In Event Branding, select the Check-In Page tab.
2

Configure Content

Fill in the following fields:Header:
  • Logo: Upload event or organization logo
  • Headline: Main title (e.g., “Welcome to Annual Conference 2024”)
  • Subtitle: Supporting text (e.g., “Scan your QR code or enter details below”)
Visual Elements:
  • Banner Image: Hero image at the top of the page
  • Poster: Sidebar image (e.g., event poster or sponsor logo)
Body Content:
  • Body Text: Instructions, event information, or welcome message
Footer:
  • Footer Text: Contact info, social media handles, support links
3

Upload Images

  • Click Upload Image for logo, banner, or poster
  • OR paste image URLs
4

Preview Check-In Page

Click Preview Check-In Page to open a live preview in a new tab.
5

Save and Publish

Click Save Draft, then Publish to make changes live.
Check-In Page Preview

Example Check-In Page Content

Headline:
Welcome to Tech Summit 2024
Subtitle:
Please scan your QR code or enter your details below to check in.
Body:
Thank you for joining us! After check-in, proceed to the main hall for registration.
If you have any questions, visit the help desk in the lobby.
Footer:
Contact us: [email protected] | Follow us: @TechSummit

Customizing Post-Check-In Message

The Post-Check-In Message is displayed immediately after a successful check-in (QR or manual).

Post-Check-In Content Options

1

Navigate to Post Check-In Tab

In Event Branding, select the Post Check-In tab.
2

Configure Content

Fill in the following fields:Headline:
  • Success message (e.g., “Welcome! You’re all checked in.”)
Body:
  • Next steps or instructions (e.g., “Proceed to Registration Desk 2.”)
Visible Attendee Fields:
  • Select which attendee fields to display (e.g., Table, Seat, Department)
  • Only selected fields will appear on the post-check-in screen
3

Use Template Variables

Insert dynamic content:
  • {{attendee_name}} → Display attendee’s name
  • {{Table}}, {{Seat}} → Show table/seat assignments
4

Save and Publish

Click Save Draft, then Publish.

Example Post-Check-In Message

Headline:
Welcome, {{attendee_name}}!
Body:
You have successfully checked in. Please proceed to the main hall.

Your table: Table {{Table}}
Your seat: {{Seat}}

Enjoy the event!
Visible Fields:
  • Table
  • Seat
  • Department
  • Dietary
Post Check-In Message Preview

Customizing Confirmation Emails

Confirmation emails are sent to attendees after they are added to an event. These emails include event details, QR codes, unique IDs, and attendee portal links.

Email Editor Features

PassTru uses Tiptap, a rich text editor, for confirmation emails. Supported Formatting:
  • Bold, italic, underline
  • Headings (H1, H2, H3)
  • Bullet lists and numbered lists
  • Links
  • Images (upload or paste URL)
  • Text alignment
  • Text and background colors

Email Template Variables

Insert dynamic content that gets replaced with actual attendee data:
VariableDescriptionExample Output
{{name}}Attendee’s full name”John Smith”
{{email}}Attendee’s email[email protected]
{{unique_id}}8-character check-in ID”A3B5X7K2”
{{event_name}}Event name”Annual Conference 2024”
{{event_date}}Formatted event date”March 15, 2024”
{{event_venue}}Event location”Convention Center”
{{portal_url}}Attendee portal linkFull URL to portal
{{qr_code_url}}QR code image URLImage URL

Creating a Confirmation Email Template

1

Navigate to Email Tab

In Event Branding, select the Confirmation Email tab.
2

Review Template Variables

At the top of the page, you’ll see a list of available variables. Click any variable to copy it to your clipboard.
3

Design Email Content

Use the rich text editor to create your email:Typical structure:
  1. Greeting (e.g., “Hi ,”)
  2. Event details (name, date, venue)
  3. Check-in instructions
  4. QR code image: {{qr_code_url}}
  5. Unique ID: {{unique_id}}
  6. Attendee portal link: {{portal_url}}
  7. Footer (contact info, unsubscribe link)
4

Insert Images

To add images:
  • Click the Image button in the toolbar
  • Upload an image from your computer, OR
  • Paste an image URL
  • Images are stored in the branding-assets bucket
5

Use Template Variables

Copy variables from the list above and paste them into your email content.
6

Save Draft

Click Save Draft to save your email template.

Sending a Test Email

1

Enter Test Email Address

Below the email editor, find the Test Email section and enter your email address.
2

Save Draft First

Ensure you’ve saved the draft before sending a test.
3

Send Test

Click Send Test Email. The system:
  • Uses the first attendee’s data to populate variables
  • Sends a preview email to your address
  • Includes the actual QR code and portal link
4

Review Test Email

Check your inbox and review:
  • Variable replacements are correct
  • Images display properly
  • Links work
  • QR code is scannable
You must have at least one attendee added to the event to send a test email.

Publishing Email Template

1

Finalize Content

Make final edits to the email template.
2

Publish

Click Publish to save the email template to the live database.
3

Send Confirmation Emails

Navigate to Attendees/portal/attendees and send emails to attendees. They will receive the newly published template.
Confirmation Email Editor

Example Confirmation Email

Subject: Your Confirmation for {{event_name}}

Hi {{name}},

Thank you for registering for {{event_name}}!

**Event Details:**
Date: {{event_date}}
Venue: {{event_venue}}

**Your Check-In QR Code:**
[Image: {{qr_code_url}}]

**Your Unique ID:** {{unique_id}}

Please bring this email or save the QR code to your phone for quick check-in.

**Attendee Portal:**
Access your personalized event portal here: {{portal_url}}
(Note: Portal is activated after check-in)

We look forward to seeing you at the event!

Best regards,
The {{org_name}} Team

Image Upload & Management

Uploading Images

Images can be uploaded for:
  • Attendee Portal banner
  • Check-In Page logo, banner, poster
  • Confirmation email (via Tiptap editor)
1

Click Upload Image

In any image field, click Upload Image button.
2

Select File

Choose an image file from your computer:
  • Supported formats: PNG, JPG, JPEG, GIF
  • Recommended max size: 2 MB
  • Recommended dimensions: 1200x600px for banners, 200x200px for logos
3

Upload

The image is uploaded to the branding-assets storage bucket and a URL is generated.
4

Image URL Displayed

The image URL is automatically populated in the field. You can also paste a URL directly.

Using External Images

You can use images hosted on external CDNs:
  1. Host your image on a CDN or public server
  2. Copy the direct image URL (must end in .png, .jpg, etc.)
  3. Paste the URL into the image field
Use a CDN like Cloudinary or AWS S3 for faster image loading.

Template Variables Reference

All template variables work across Attendee Portal, Post-Check-In, and Confirmation Emails.

Standard Variables

VariableDescriptionExample
{{attendee_name}} or {{name}}Attendee’s full nameJohn Smith
{{attendee_email}} or {{email}}Attendee’s email[email protected]
{{attendee_unique_id}} or {{unique_id}}8-char IDA3B5X7K2
{{attendee_status}}Check-in statusChecked In / Pending
{{event_name}}Event nameAnnual Conference
{{event_date}}Event dateMarch 15, 2024
{{event_venue}}Event locationConvention Center
{{org_name}}Organization nameTechCorp
{{portal_url}}Attendee portal linkFull URL
{{qr_code_url}}QR code image URLImage URL

Custom Field Variables

If you configured custom attendee fields (e.g., Department, Table, Seat), you can use them as variables:
  • {{Department}} → “Engineering”
  • {{Organisation}} → “TechCorp”
  • {{Table}} → “5”
  • {{Seat}} → “A12”
  • {{Dietary}} → “Vegetarian”
Custom field variables are case-sensitive and must match the exact field name configured in your event.

Best Practices

  • Upload the same logo to Check-In Page and Attendee Portal
  • Use the same color scheme in banners and images
  • Keep headline and subtitle styles consistent
  1. Save draft changes
  2. Send test confirmation email
  3. Preview check-in page
  4. Test attendee portal with a sample attendee
  5. Publish only after verifying all content is correct
  • Compress images to under 500 KB for faster loading
  • Use PNG for logos (transparency support)
  • Use JPG for photos and banners
  • Recommended dimensions: 1200x600px for banners, 200x200px for logos
  • Focus on essential information: date, venue, QR code, unique ID
  • Avoid long paragraphs (use bullet points)
  • Include clear call-to-action (e.g., “Download your QR code”)
  • Address attendees by name: “Welcome, !”
  • Include specific details: “Your table:
  • Personalize subject lines: ”, see you at !”

Common Customization Workflows

Setting Up a Corporate Conference

  1. Attendee Portal:
    • Upload company logo as banner
    • Headline: “Welcome to [Company] Annual Summit”
    • Section 1: Event agenda with times
    • PDF Link 1: “Download Keynote Slides”
    • PDF Link 2: “Download Speaker Bios”
  2. Check-In Page:
    • Upload event logo
    • Headline: “Check In to [Event Name]”
    • Body: “Scan QR or enter email + ID”
    • Footer: “Need help? Visit Desk 1”
  3. Post-Check-In:
    • Headline: “Welcome, !”
    • Body: “Proceed to track in Hall B”
    • Show fields: Department, Seat
  4. Confirmation Email:
    • Subject: “Your Pass for
    • Include: Event details, QR code, agenda link
    • CTA: “Add to Calendar”

Setting Up a Wedding Reception

  1. Attendee Portal:
    • Upload wedding photo as banner
    • Headline: “Welcome to [Couple Names]‘s Wedding”
    • Section 1: Wedding program and timeline
    • Section 2: Venue map and parking info
  2. Check-In Page:
    • Upload elegant logo or monogram
    • Headline: “Welcome!”
    • Poster: Wedding invitation design
  3. Post-Check-In:
    • Headline: “Thank you for joining us!”
    • Body: “Your table: Table . Please proceed to the reception hall.”
    • Show fields: Table, Dietary
  4. Confirmation Email:
    • Subject: “You’re Invited to [Couple Names]‘s Wedding”
    • Include: Venue, dress code, RSVP details
    • QR code for check-in

Troubleshooting

Possible causes:
  • Image URL is broken → Re-upload image
  • Image is too large (over 5 MB) → Compress and re-upload
  • Image URL requires authentication → Use public CDN or PassTru storage
Resolution:
  1. Verify image URL loads in a browser
  2. Re-upload image via Upload Image button
  3. Save draft and publish
Cause: Variable name is misspelled or not supported.Resolution:
  • Use exact variable names (case-sensitive): {{name}}, not {{Name}}
  • Verify custom field names match exactly
  • Send a test email to verify replacements
Possible causes:
  • No attendees added to event → Add at least one attendee
  • Invalid test email address → Check for typos
  • Resend API rate limit → Wait 1 minute and retry
Resolution:
  1. Ensure at least one attendee exists
  2. Verify test email address
  3. Check spam folder
  4. Try a different email address
Resolution:
  1. Hard refresh the page (Ctrl+Shift+R or Cmd+Shift+R)
  2. Clear browser cache
  3. Try in incognito/private browsing mode
  4. Check if you clicked Publish (not just Save Draft)

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