The Registered for Event trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has registered for the selected event, the Campaign Automation will begin.
NOTE: This feature is only available for users of CRM 2013+.
NOTE: The Registered for Event Trigger references Event Participation records associated with the Event specified in the trigger's settings. For the trigger to fire properly, the Event Participation will need to have an associated lead or contact, an associated event, and a value of "Registered" in the Registration status field. These are all included by default when using one of ClickDimensions' Event Connectors, but will need to be manually configured if you choose to create Event Participations manually or via workflow.
- Learn how to add a Registered for Event Trigger to a Campaign Automation
- Learn how to set up a Registered for Event Trigger's properties
Add the Trigger to a Campaign Automation
To add a Registered for 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 registered for the following event (required): Choose an already created event. For help on events, see here.
Note: A note is an optional field for any details that need to be written about the trigger.
Now connect the Attended Event trigger to at least one series. If the Registered for 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 registers for the specified event.
The participant will go down the negative path if they do not register for 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.
Click here to learn more about negative paths.
|Feature Added: 8.5.0|
|Feature Updated: 8.5.0|
|ClickDimensions Version Needed: 8.5.0|