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Configuring Event Settings: Payments, Notifications, and Link Sharing

Learn how to configure payment settings, customise email/SMS/WhatsApp notifications, and manage event links in SmartFlow.

Chris CarrยทAugust 16, 2026

Overview

This guide walks you through configuring comprehensive event settings in SmartFlow, including payment collection, multi-channel notifications (Email, SMS, WhatsApp), and event sharing options.

1. Access Payment Settings

Click on the Payments tab in the left sidebar to configure payment collection and checkout behaviour for your event.

Access Payment Settings

2. Configure Payment Options

Toggle the Live mode switch to accept real registrations and payments, and enable Require card for free checkout if needed.

Configure Payment Options

3. Access Notification Settings

Click on the Notifications tab to configure emails sent to organizers and attendees.

Access Notification Settings

4. Edit New Registration Alert

Click the edit icon next to New registration alert under 'For organisers' to customise the notification sent when someone registers.

Edit New Registration Alert

5. Switch to SMS Tab

Click the SMS tab to configure text message notifications for new registrations.

Switch to SMS Tab

6. Enable SMS Notifications

Click the toggle switch to enable SMS notifications for this alert.

Enable SMS Notifications

7. Switch to WhatsApp Tab

Click the WhatsApp tab to configure WhatsApp notifications for new registrations.

Switch to WhatsApp Tab

8. Enable WhatsApp Notifications

Click the toggle to enable WhatsApp notifications and select an approved template.

Enable WhatsApp Notifications

9. Save Alert Changes

Click the Save and continue button to save your notification channel settings.

Save Alert Changes

10. Update Sender Email

In the Sender Settings section, update the From email field to your custom email address (e.g., [email protected]).

Update Sender Email

11. Edit Post-Event Follow-up

Scroll down to the 'AFTER THE EVENT' section and click the edit icon next to Post-event follow-up.

Edit Post-Event Follow-up

12. Enable Post-Event Follow-up

Click the toggle to enable the post-event follow-up email that sends a thank-you message after the event ends.

Enable Post-Event Follow-up

13. Set Timing to Days

Click the timing dropdown (currently showing 'Hours') and select Days to change when the notification triggers after the event ends.

Set Timing to Days

14. Save Notification Settings

Click the Save button to save all notification configuration changes.

Save Notification Settings

15. Access Link & Sharing Settings

Click on the Link & sharing tab to manage your public event link and embed options.

Access Link & Sharing Settings

16. Update URL Slug

Click on the URL slug input field and type your custom path (e.g., 'aiforbusiness') to create a memorable event URL.

Update URL Slug

17. Copy Embed Code

Click the copy icon next to the Embed code section to copy the HTML code for embedding the event on another website.

Copy Embed Code

18. Save All Changes

Click the Save changes button at the bottom right to finalize all your event settings.

Save All Changes

Tips & Best Practices

  • Test Mode: Keep Live mode off until you're ready to accept real payments and registrations.

  • Sender Email: Use a custom domain email (not a free email provider) for better deliverability and brand consistency.

  • URL Slug: Choose a short, memorable slug that matches your event name or marketing campaign.

  • Multi-Channel: Enable Email, SMS, and WhatsApp notifications to maximize reach - different attendees prefer different channels.

  • Timing: For post-event follow-ups, 1-3 days is typically optimal for gathering feedback while the event is fresh in attendees' minds.

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