Scenario​

Send a message to request feedback after an event. The message is sent a week after the event. Only contacts who registered for the event receive the message.


Benefits​

  • Invite contacts to provide feedback about an event or conference.

  • Encourage post-event engagement with your brand or company.

Marketing Inspiration​

  • This automation adds all event attendees to a separate group. The contacts' other group memberships are not affected. Extend this automation to communicate and interact with your event attendees.

  • Add a step to this automation to include a message that thanks attendees for their registration and providing event details. Save the registration confirmation as a prepared message. Add another ​Event-based Job​ module to the whiteboard. Connect it to the ​Event​ module that reacts to registrations and select the job ​Send Prepared Message to Contact (C)​.

Prerequisites​

To know who successfully registered for the event, you need to use conversion tracking. Conversion tracking tracks when a contact reaches a goal page on your website. In this case the goal page is registration confirmation for the event. See Conversion Tracking​.
Each conversion tracking has a unique name in the system. You need to know this name before you start.

Procedure​

This procedure has three parts.

A) Create the prepared message ​RequestFeedback​.

B) Create a new group ​EventAttendees​. This group contains only the contacts attending your event. You can use this group to communicate with attendees.

C) On a whiteboard, create an event-based automation that stores the date and time of conversion in the contact's profile.
On the same whiteboard, create a time-based automation that sends the prepared message 7 days after the event.

A) Create the Message​

​RequestFeedback​

In the ​Quick Links​, click ​New Message​. Add the message content.

Save the message as a prepared message. See Save Draft as Prepared Message​.

B) Create the Attendees Group​

​EventAttendees​

Create a new group ​EventAttendees​.

C) Create Automations​

  1. In the ​Automation​ area, create a new whiteboard.
  2. Drag these modules onto the whiteboard: a ​Time​ module, a ​Time-based job​ module, a ​Event​ module and a ​Event-based job​ module.
  3. Drag and drop between the  symbols to connect the modules as shown.

  4. Define the module settings as follows:

    a. Event Module

    Field

    Entry

    Name

    Enter a name for the module.

    Event

    Conversion Registered (C)​

    Conversion Tracking

    Select the conversion event that tracks event registration.

    b. Event-based Job Module

    Field

    Entry

    Name

    Enter a name for the module.

    Job

    Add Contact to Group (C)​

    Contact

    Select the ​Use Event Parameter​ check box.

    Group Name

    Select the new group ​EventAttendees.​

    Notification

    ​Add without Welcome Message​

    c. Time Module

    Field

    Entry

    Name

    Enter a name for the module.

    Date

    ​Specific Date​

    Click the  symbol to select the date from a calendar.

    Time Zone

    Select the time zone of sendout. This does not have to be your own time zone.

    d. Time-based Job Module

    Field

    Entry

    Name

    Enter a name for the module.

    Job

    Send Prepared Message to Group​​​

    Group Name

    Select the new group ​EventAttendees​.

    Message

    Select the message ​RequestFeedback​.

  5. Click ​Next​.
    ⇒ The ​Whiteboard​ wizard opens to step two.
  6. Define the desired time frame and notifications.
  7. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.
    ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.

Gain insight into the performance of your message in the ​Statistics​ area. All of the feedback messages are evaluated together as a single message. This allows you to see at one glance how these messages are performing. See Message Statistics (window)​.