What are event automations?
Automations is a feature that automatically sends emails or SMS. You choose the recipients, when it should be sent, and what message to send, and then the automation will handle the rest.
Event automation is based on when an event takes place. With this automation, you can create the following:
Before event automation
On the day of the event
After event automation
To read more about automations, click here.
How-to video
Step 1: Choose automation recipe
Go to Automations → Create automation, and select the type of automation you want to create. The available event automations are Pre-event and Post-event.
Step 2: What to trigger for
Here, you use the filter to select which events should be part of your automation. You can choose to include all events or select specific ones.
All filter triggers (except for end date and start date) have multi-select as an option. If you select more than one, you decide whether the events should Match all or Match any of the triggers.
Step 3: When to trigger
Choose when you want the automation to trigger in relation to the event. It will be sent according to the event's start or end time depending on if you create a before or after event automation.
Before their event
X time before the event starts.
On the day of their event
Trigger on a specific time on the day the event starts.
Trigger some hours before their event starts.
Trigger some hours after their event starts.
After their event
X time after the event has taken place.
If you choose Trigger for Late Orders (available for Before event automations), the automation will go out X time before the event takes place and continue to send greetings to new customers who match the rules up until the last chosen day.
Step 4: Set the communication type
Is it marketing or non-marketing communication? If marketing, select one or more subscription types.
Step 5: Name your automation
Give your automation a name. This is only for internal use and will be displayed in the automation overview.
Step 6: Add optional filters
The second block, Add a filter, is optional. Use this if you wish to narrow the target audience further, such as excluding those who bought a specific add-on product.
Once you click on the block, a new window with the MarketHype filter will appear on the right. Above the regular filter, we have added some suggested quick filters for you to use in your automation. Click on one of them, and the filter will be updated.
To adjust the filter and select specific add-on products or ticket types, simply click on the filter block and make the adjustments.
When using this filter, it's important to consider how you use it when filtering on order attributes.
If you only want to include/exclude visitors based on their next upcoming visit with you, you need to make sure to include the Order date or Event filter stated below. Otherwise, MarketHype will look at the customers' whole purchase history.
"is between their ticket purchase and the event starts"
"their event"
For example, if you exclude everyone who bought a certain ticket type. If you only do this type of filter (stated below), MarketHype will look at the whole order history and exclude a visitor who bought the ticket type for a historical event.
But, if you choose to add any of the two filters stated above, MarketHype will adjust and only look at the relevant upcoming event.
Step 7: Create your email or SMS
Email automations
Click on the Send email block followed by the Design email button to design the email. When finished, exit the editor to fill in the sender, subject line, and preview text.
Remember that you can use our display filters in your email design to personalize which content is shown to specific recipients. For example, you can use this feature to promote an add-on product but only display the content to those who haven't already purchased the product.
SMS automations
Click on the Send SMS block to choose the sender name and compose the message. This article explains more about creating an SMS.
If you have chosen Marketing communication in step 4, you also need to specify the language for the opt-out instructions. This is done when composing the SMS text.
Merge tags in email and SMS automations
Besides MarketHypes' general Merge tags, you will find specific merge tags for booking automations based on order or event. These are:
(Event) name - the event name
(Event) start date - start date and time of the event
(Event) end date - end date and time of the event
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)
Event URL - the ticket page URL for the event
Available merge tags vary between ticket systems. Find out more here.
Step 8: Test your automation
Email automations
Open the Send email block and hover over the email design to find the Preview and test button. Here, you can preview the design in desktop vs. mobile view, share a preview link with colleagues, and send test emails.
SMS automations
Open the Send SMS block, and a Send test SMS button will appear at the bottom.
You can also test any display filters (for email only) and merge tags used in your emails and SMS.
Step 9: Start the automation
When you are happy with your automation, it is time to activate it. Press Start in the upper-right corner to review the setup. Once you confirm, the automation will start to send according to the automation rules! 🎉