Event Confirmation and Reminders Recipe

The most common funnel is for event registration. In this article you will see a step by step recipe to build a free or paid event automation from start to finish.

What you need

1. Funnel
   1. You may use a Website, but it isn't recommended.
2. Form or Order Form
   1. Free event use an RSVP Form
   2. Paid event use an Order Form and Product
3. Sales page text
4. Confirmation page text
5. Email text (Confirmation, reminders, and follow up)
6. Images

Step 1: Create a Form

For an event the form consider including a few questions appropriate for the event. At a minimum, include First Name and Email.

• Go to Sites
• Select Forms >> Builder
• Name the Form (Example: Event - Name of Event)
• Drag and drop the first name field onto the form
• Drag and drop the email field onto the form
• Add a submit message

Step 2: Create the Funnel

The funnel is intended to drive the visitor to register and provide confirmation of their registration. That is the one and only purpose for this page. Do not add other information to the page, which will distract the visitor.

• Go to Sites
• Select Funnel
• Create New Funnel and name it the same as the Form (Example: Lead Magnet - Name of Lead Magnet)
• Event - Name of Event
• Select Settings and connect the domain (Example: resources.mydomain.com)
• Drag and drop the following elements onto the page
  • Section
  • One column row
  • Header element
  • Subheader element
• Adding your sales page text
  • Add additional elements as needed
• Add your logo to the bottom of the page
• Add a link to your privacy policy to the bottom of the page

FREE EVENT RSVP FORM

• Drag and drop the Form element onto the funnel page
• Select the Form you created as your RSVP Form
• After they submit, you may redirect to a welcome page or simply use the form to thank them

PAID EVENT ORDER FORM

• Create a Product for the Event
  • Go to Payments >> Products
  • Create the Product and Price for the Event
• Go back to Sites >> Funnels and open the Funnel for this event
• Drag and drop the Order Form element onto the funnel page
• Customize it to your needs on the Order Form Settings Advanced Page
• Set the Submission Action to Next Step
• Save the Funnel page and return to the Step Overview page
• Click on Products and Add Product

• When using an Order Form, your funnel must have a confirmation page
• Add new Step
• Add Section, Row, and 1 Column to the page
• Add the Order Confirmation element
  • You may choose to put a welcome message instead or information about the event here

Step 3: Create Event Emails

Review this article about using the Email Builder for details

The purpose of these emails is to confirm registration and remind the attend of the event.

• Go to Marketing
• Select Emails >> Templates
• Create a folder for your Event Emails
• Create your email
• Give your email template a name (Example: Event - Name of Event)
• Add a subject link under Settings
• Save your Email Template

You will need a minimum of a confirmation email, one reminder email, and one follow up email.

Step 4: Create Confirmation & Reminder Workflow

This is showing you how to trigger with a Form and Order Form. You only need one trigger.

TRIGGER FREE EVENT WITH RSVP FORM

• Go to Automations >> Workflows
• Create a new workflow and name it the same as your other assets
• Add a Trigger and select Form
  • Filter to your event RSVP form

TRIGGER FREE EVENT WITH ORDER FORM

• Go to Automations >> Workflows
• Create a new workflow and name it the same as your other assets
• Add a Trigger and Order Form Submission
  • Filter to your Funnel or Webpage that includes the Product
  • Filter to Submission Type is Sale
  • You may add additional filters to Product and Page

ACTION FOR AUTOMATION

• Add Action - Assign User
  • Select yourself
• Add Action - Tag
  • Create new tag for the event
  • Add your subscriber tag
• Add Confirmation Email and select your email template
• Reminder 1 Email
  • Add Set Event Date action to date of first Reminder
  • Add Wait and select Event / Appointment Time
    • Set wait to 1 minute before
  • Add email
• Reminder 2 Email
  • Add Set Event Date action to date of second Reminder
  • Add Wait and select Event / Appointment Time
    • Set wait to 1 minute before
  • Add email
• Follow Up 1 Email
  • Add Set Event Date action to date of first Follow Up
  • Add Wait and select Event / Appointment Time
  • Set wait to 1 minute after
  • Add email
• You may add as many reminders and follow up emails as you like following the same pattern.
• Click on Settings and make the following changes
  • Allow re-entry
  • Add Sender Details and select your Name and Email from the values
  • Set to Mark as read