Create Email Automation

Create an email automation to send an email message automatically to contacts in your account when a specific trigger action occurs. Two trigger actions are available for email automations: when a contact buys a ticket to an event ticketed through AttendStar and when a contact signs up for alerts via AttendStar.

To set up an email automation, select CREATE in the navigation sidebar in your TicketReach dashboard, and then, select AUTOMATION from the menu that appears.

The Create New Automation dialogue box opens.

Enter a name for your automation in the required Automation Name field. This name is your internal name and will not be seen by recipients. Note that the name cannot be more than 50 characters.

Once you’ve given your automation a name, select the radio button in the upper right corner of the Send Email section to create a new email automation.

The Email Automation page opens.

The left side of the Email Automation page displays the configuration options you need to set up to create the automation. The right side of the page displays a preview of how the automation will work in a flowchart format. When you make changes to the setup on the left side of the page, the automation preview will update on the right.

There are two sections of the automation that must be configured before you can activate it: triggers and actions.

SELECT TRIGGERS

Every automation must be triggered by something or it won’t kick off. There are two triggers available when setting up an email automation in TicketReach. Your automation can be set up to start when either or both triggers happen:

• Bought a Ticket: Select the check box to the right of Bought a Ticket to have your automation start when someone buys a ticket for a specific event. When you click the check box, the section expands, so you can select the event from a drop-down menu as well as the type(s) of tickets that you want to include in the automation.
• Signed up for Alerts: Select the check box to the right of Signed up for Alerts to have your automation start when someone signs up to receive email alerts about one of your events. When you click the check box, the section expands, so you can select the event from a drop-down menu.

After you’ve set up the automation triggers, select the SAVE & CONTINUE button below the Select Triggers section.

SELECT ACTION

Every automation must include an action that automatically happens after it’s triggered. There is one action available when setting up an email automation in TicketReach - sending an email message.

Select the MANAGE ACTION button to the right of the Select Action section. The section expands and displays fields for the information you need to enter in order to create the email message that will be sent automatically when the trigger you chose occurs.

• Sender: The Sender field is automatically filled in with the Company name in your TicketReach user profile. This cannot be changed.
• Subject: The Subject field is required. Type the text that you want recipients to see in their email inboxes for the subject line of your message.
• Preheader: The Preheader field is not required, but it is recommended that you fill it out to give recipients a better idea of what’s inside your message when they see it in their inboxes. Some email platforms display the preheader text along with the subject line in users' inboxes. Giving recipients more information can improve open rates.
• Campaign Template: If you already have an email campaign saved in your TicketReach account that you want to send when the selected trigger occurs, choose it from the drop-down menu in this section. Click on Select Template and use the search text box to find a campaign quickly by name.

If you’d prefer to create a new email message for your automation, select the CREATE FROM SCRATCH link to open the Email Design tool.

Click the SAVE & CONTINUE button when you’re done setting up your automation action.

SAVE & ACTIVATE AN EMAIL AUTOMATION

To save your automation to your TicketReach account, select the SAVE AUTOMATION button in the top right of the page.

To activate your automation, so the campaign will send based on the trigger, select the ACTIVATE AUTOMATION button in the top right of the page. Once activated, the Activate Automation button becomes a Pause Automation button. Click it at any time to stop the automation from running.