Event Automation Triggers

Oncord provides a list of pre-set automation triggers for events that you can configure for a smooth automated workflow.

To create a new automation:

• Navigate to Dashboard > Marketing > Automation > New Automation.
• Give a meaningful title to this automation.
• Click "Select an event" to reveal the automation trigger menu.

Automation Triggers

Events - When an event is about to start
An example of using this trigger is to send a reminder email to the attendees before the event starts.

Events - When an event ends
An example of using this trigger is to send a follow-up email to the attendees after the event.

Events - When someone is added to an event
An example of using this trigger is to send a welcome email to the person who has registered.

The following example demonstrates how to set up an automation that sends a follow-up email to attendees after an event.

• Navigate to Dashboard > Marketing > Automation > New Automation.

In the Automation Trigger section:

• Give your automation a clear and descriptive title (e.g. Follow-up Email – XXX Event).
  
• Click Select an event to open the trigger menu.
  
• Choose Events – When an event ends.
  
• Define the scope of the automation:
  
  • All Events
    
  • From Specific Categories
    
  • Specific Events
    
• Decide who should receive the follow-up email:
  
  • All Attendees
    
  • Checked-in Attendees Only

In the Workflow section:

• Under the Workflow section, click Select to create new step.
  
• Choose Send E-mail to Customer.
  
• Select an existing email message, or click Create New Message to build one.
  
• Use Test Mode to send the email to a test address and confirm everything works as expected.

• Once tested, tick the Enable this Automation option.
  
• Click Save Automation to activate your workflow.

Please visit our help article on Marketing Automation to learn more about the configuration in detail.