This article explains how you create your event SMS automation to contact your contacts with an SMS before or after their event.
Preparations
To send an SMS, you need a sender and a stop word used by the contact when unsubscribing. The MarketHype success team will help you add those. Create your sender name and stop word according to these guidelines, then contact us via chat or send an email to success@markethype.io, and we will assist you.
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 must 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 SMS and After event SMS.
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?
ℹ️ If you set up a before-event automation, the automation will dispatch at the same time as the event start, but you choose how many days before the event it will be sent.
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 that 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 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 be then excluded from the automation since the person previously bought an add-on product (even though it was for another event and year).
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 your SMS
When you have set all the rules, it is time to create the SMS. Click on the Send SMS block and fill in the information:
From, choose the sender.
Message, write the text you want to include in your SMS. This article explains more about how to create your SMS and message.
Language
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 sending a test SMS to yourself or/or your colleagues to ensure you are happy with the result.
Click on Send test SMS and enter your phone number.
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. Just press Start and an SMS 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 the automation and then click View SMS Report, and you will find the figures here.
