Create SMS Automation
Create an SMS Automation in TicketReach to send an SMS message automatically to contacts in your account when a specific trigger action occurs. One trigger action is available for SMS automations: when a contact buys a ticket to an event ticketed through AttendStar.
To set up an SMS 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 SMS Automation page opens.
The left side of the 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 is one trigger available when setting up an SMS automation in TicketReach:
- 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.
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 SMS automation in TicketReach - sending an SMS 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 SMS message that will be sent automatically when the trigger you selected occurs.
If you’ve already created an SMS message in your TicketReach account that you want to send when the automation trigger occurs, select it from the Campaign Template drop-down menu. When you click the Select Template section, a list of all of the SMS campaigns created in your TicketReach account displays as well as a search box where you can enter the name of an SMS campaign to find it quickly.
Click in the SMS Body text box to type the SMS message content that will be sent when the trigger is detected. This is a required field. Click the emoji icon to add emojis to your message from the available library. Make sure your message is no more than 500 characters.
Select the SAVE & CONTINUE button when you’re done setting up your automation action.
SAVE & ACTIVATE AN SMS 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.