The Attended Event trigger references an Event Participation's Registration Status field to check whether somebody attended a specific event. The trigger can be used as an Entry Point Trigger or as an Internal Trigger. It can also be used with manually-created Event records in CRM.
This feature is only available for users of CRM 2013+.
This trigger currently supports the Cvent, Webex, Zoom Webinar, GoToWebinar, and Eventbrite connectors. The Teams Meeting connector is currently not supported and will not activate this trigger properly.
If the trigger is an entry point and a contact or lead has attended the selected event, the Campaign Automation will begin.
Add the Trigger to a Campaign Automation
To add an Attended Event Trigger to a Campaign Automation, click on the trigger icon in the sidebar and drag in onto the Campaign Automation Canvas.
Once the trigger has been added to the canvas, click on it and you will see the right panel change to show the properties of this trigger.
Display Name (required): Once you select an event, this will change automatically to the name of that event. However, you may change it to whatever you would like.
The participant attended the following event (required): Choose an already created event.
Trigger only once per: If this field is checked, then submissions by the same participant/email address will trigger the automation only once per 24hrs based off of the selection in the drop-down menu.
Note: A note is an optional field for any details that need to be written about the trigger.
If the Attended Event trigger is used as an internal trigger in the Campaign Automation rather than a starting point, there will be an option to have both positive and negative paths branch off of it depending on whether or not the participant attends the specified event.
The participant will go down the negative path if their Event Participation is not updated to indicate they attended the specified event within the time frame you set in the negative path’s settings. The trigger can be set to move the participant down the negative path after a set amount of time, or on a certain day. ClickDimensions’ event connectors check for updated information from event management services, such as Eventbrite, once per hour, so keep this in mind when determining what time to set on the negative path.
Previously, when you had a Campaign Automation that begun with a Attended Event trigger, if someone attended more than once within a 24-hour period, then the first attendance would process through your automation but the subsequent ones wouldn't. The "extra" (those happening within the 24-hour window) attendances would still be stored in your CRM event records but would not appear at all within the Campaign Automation.
As of version 10.5, this trigger will now allow multiple submissions to each generate a new participant by default, and there is a new "Trigger only once per participant" checkbox on the trigger to limit the number of accepted submissions to one per day.
|Feature Added: 8.5.0|
|Feature Updated: 11.2.0|
|ClickDimensions Version Needed: 8.5.0|