Time to create your first automation? That's great! Follow this 6-step guide, and we will be happy to guide you. Or, if you prefer to take a tour, click on the button below:
Step 1: Create your automation
Start by clicking on Automation in the main menu. You land on the dashboard for automations, where you will find all your created automations. To create a new one, click on Create automation.
First, you'll need to choose the type of automation you want to create. There will be ready-made recipes (yes, just like in a cookbook) for you to use. Available event recipes are Before event and After event emails.
Set the automation rules
When you have chosen a recipe, follow the steps and set the rules needed for that specific recipe. You will set the following:
1. Which events to run the automation for
You can choose to trigger all events by clicking on Skip to trigger for any event at the top or use the following filter to choose specific events:
What: if it should be part of a production or tagged with a specific event tag
When: if you want to trigger all events that take place on a specific day of the week or based on the event start-/end time.
Where: based on the venue
ℹ️ If you want to exclude events from the automation, click on Exclude some events? at the bottom.
2. When to trigger the automation
When the email will be sent is based on the starting time for the event. If you choose the automation to trigger two days before the event, the email will be sent 48 hours before the event starts.
3. What communication will you be sending
Is it marketing or non-marketing?
Step 2: Add optional filters to your automation
Once you have set the automation rules, you can choose to add filters to your automation. This means you can make your automation more personalized by including or excluding recipients based on demography, orders, or behavior.
Click here to learn more about the audience filter.
By clicking Add a filter, a new window will appear with the MarketHype filter.
Filters you might want
Above the regular MarketHype filter, we have added some suggested quick filters for you to use. Click on one of them, and the MarketHype filter will be updated.
The importance of using Order date when filtering on the Order category
You most likely have contacts in your MarketHype who have purchased tickets for different events. Therefore we recommend using Order date when filtering on the Orders made category. This action is necessary if you don't want to miss out on a contact based on their previous order history.
For example:
Last year a contact bought a ticket for one of your events and also decided to include the wine package. This year, the same person buys a ticket for another event, but this time without the wine package.
If you create an automation to go out to everyone for this year's event and exclude everyone who already bought an add-on product, the contact mentioned above will then be excluded from the automation since the person previously bought an add-on product (even though it was for another event).
To make sure you still reach out to this contact, you need to add the order date for when the add-on product should have been purchased.
How to apply it in the filter
We have made this easy for you by having a default period under Order date saying "is between their ticket purchase and the event start". It can be found under Orders made → Order date.
Name your filter
When finished with the filter, give it a fitting name under Name your filter. The name will be visible in the automation flow, making it easier for you and your colleagues to know what extra filter is used for that specific automation.
Step 3: Create and design your email
When you have set all the rules, it is time to build your email. Click on the Send email block and fill in the information:
From - choose the sender's address.
Subject - the subject of the email. You can use merge tags to make the email more personal and accurate.
Merge tags - in case of the use of merge tags, you will need to fill in a default value (a replacer) that will be used if the attribute of the merge tag can't be found (e.g., you have a merge tag for the first name - "dear {{firstName}} - to avoid space when a customer card is missing that property, you enter "customer" as the default value).
Finally, you create the content. Click on Design email to be taken to the email editor. It is the same editor used when making regular emails, like newsletters. If you have saved templates, you can also use them for your automated email.
Merge tags
Besides MarketHypes' general Merge tags, you will find specific merge tags for event automations. These are:
Name - the event name
Start date - start date and time of the event
End date - end date and time of the event (not available for TicketMaster integration)
Venue name - where the event takes place (for example, Gothenburg Musical Hall)
Venue area - the name of the area where the event takes place (for example, The great hall)
Step 4: Test your automation
Before you start your automation, we recommend you send a test email to yourself or/and your colleagues to make sure you are happy with the result.
Once you start designing your email, the Design email button displayed when entering the Send email block (shown in step 3) will be replaced with Send test email.
If you use any event merge tags, you can choose one of your events to try on. The system will then pick up the information needed from that event and add it to your test email.
Step 5: Activate your automation
When you are happy with your automation, it is time to activate it. Press Start, and emails will be sent according to the automation rules, and you're done! 🎉
Your automation will now be shown as Started in the dashboard.
Step 6: Analyze your automation
Interested in seeing how many your automation has reached and how many have opened the email? Hover over your automation and then click on View Email Report, and you will find the figures here.
