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

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When you can trigger the automation

The automation criteria can be based on

  1. the amount of time before the event’s start date

  2. the amount of time after the event’s start date

  3. the amount of time after the event’s end date

For example…

E.g. if you want to send a reminder 7 days before the event,

Automation Criteria

You would choose

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  • The amount of time before the event is

  • And enter the value of 7 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 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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