Creating automations is the process of delegating manual tasks to FULL FABRIC to be repeatedly performed by the system if triggered by an outside stimulus. 💣〰💥 When it comes to events, there are two things you can automate: reminder emails to maximise attendance numbers, and sequences of tasks to streamline common processes. This is an enormous time-saver, so let's get straight to business! 😁
Why should I send event reminders and how?
This can be frustrating to think about, given how arduous it is to organise an event (no matter the size), but the hard reality is that, without some gentle nudging, registrants might well forget about the big day or even lose interest altogether. 😢 In fact, nothing you can do will ever ensure everybody coming, but you can certainly reduce absenteeism, the most obvious tactic being the event reminder strategy. After all, people lead busy lives, so they're bound to be grateful that you cared so much to prevent them missing an amazing opportunity. 😍 Depending on the scale and nature of the event, you might want to consider executing an event reminder email campaign – that is, sending multiple reminders instead of just one. Anything is viable, because the Reminders tab lets you schedule as many reminders as you see fit and set them to dispatch at a specified number of days before the event starts – like maybe one reminder 7 days prior and then a second one the day before (just to give an example). Upon reaching those dates, the system will automatically dispatch the message(s) to everyone who registered up to that point.
To schedule an event reminder:
1) In tab Reminders, click Add reminder
2) Insert the number of days in advance that the reminder should be sent, plus the unit (e.g., 1 day, 5 days, 8 days, etc.)
3) Repeat to schedule another reminder
What's also customisable, of course, is the content of the reminders. Again, just like when composing the event registration confirmation email, you must choose between creating an email from scratch and reusing an existing (and editable) template. The how-to is exactly the same, so please refer back to the previous article and follow the instructions there.
On the same note, if you enabled QR codes to track event attendance on the event registration confirmation email, we strongly recommend also adding the QR code substitution tag to the reminder email(s). Registrants sometimes lose their registration emails, so if that's the only medium through which they had access to their unique QR code, they won't be able to check-in by scanning it. Including the QR codes in the reminders makes them exponentially easier to access! 💫
How can I automate a workflow and what tasks can be automated?
As alluded in the introduction, a workflow is a sequence of tasks that's been automated to self-run, relieving the burden of repetitive work from staff and limiting the scope of mistakes. Since other areas employ the same method of workflow automation, we dedicated a whole article to it (click to follow): Automated workflows.
PUBLISHED: February 18, 2020
LAST UPDATED: February 18, 2020 at 3:49 p.m.