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

The following automation triggers are available for events.

Events - When an event is about to start

Use this trigger to send a reminder before the event starts.

An example of using this trigger is to send a reminder email to attendees before the event begins.

Events - When an event ends

Use this trigger to follow up with attendees after the event has finished.

An example of using this trigger is to send a thank-you email, share event resources, or ask attendees to complete a feedback form.

Events - When someone is added to an event

Use this trigger to send a message when someone is added to an event.

An example of using this trigger is to send a welcome email or registration confirmation to the person who has registered.

Events - Remind someone to RSVP or attend an event

Use this trigger to remind someone to respond to an event invitation or attend an upcoming event.

An example of using this trigger is to send a reminder email to contacts who have not RSVP’d, or to remind registered attendees before the event starts.

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.