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. This trigger will only check for registrations that were made after the Campaign Automation is published and only after the participant reaches this trigger, so existing records or records created prior to the participant reaching this trigger will not cause participants to be added.
This feature is only available for users of CRM 2013+.
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 fields are filled in automatically when using one of ClickDimensions' Event Connectors, but they will need to be manually entered if you choose to create Event Participations manually or via workflow.
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.
Trigger only once per participant: If this field is checked, then submissions by the same participant will trigger the automation only once per 24hrs.
Note: A note is an optional field for any details that need to be written about the trigger.
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.
Previously, when you had a Campaign Automation that begun with a Registered for Event trigger, if someone registered more than once within a 24-hour period, then the first registration 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: 10.5.0|
|ClickDimensions Version Needed: 8.5.0|