Automation Criteria: contact is added to an event
You can trigger an automation based on a contact being added to an event as a guest
When you can trigger the automation
The automation criteria can be based on
the amount of time before the event’s start date
the amount of time after the event’s start date
the amount of time after the event’s end date
For example…
E.g. if you want to send a reminder 7 days 3 hours before the event,
Automation Criteria
You would choose
The amount of time before the event is
And enter the value of 7 for Days and 3 for Hours in the This field
Automation Action
You would choose Messaging and then select SMS and/or Email and then add the message
E.g. if you want to send a feedback survey 1 day after the event
Automation Criteria
You would choose
The amount of time after the event is
And enter the value of 1 for Days in the This field
Automation Action
You would choose Surveys and then
choose the survey
choose to send it via SMS or Email
add a message for people to receive with their unique survey link
choose whether to turn on any survey reminders that are automatically sent to anyone who didn’t complete the survey
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