Create Automation

You can set up campaigns and processes that will automatically kick off based on specific trigger actions you define in TicketReach from the Create Automation page. The page is accessible by clicking AUTOMATIONS from the MARKETING section in the sidebar of your TicketReach user dashboard.

ALL AUTOMATIONS

The first page you see when you select the Automations link is the All Automations page, which will include a list of the automations your account users have created if any have been created previously. Click the CREATE AUTOMATION button to create a new automation.

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 section for the type of automation you want to create. There are three choices:

• Send Email: This type of automation sends 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 and when a contact signs up for email alerts.
• Send SMS: This type of automation sends 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.
• Save to Segment: This type of automation automatically saves contacts to a segment in your TicketReach account when a specific trigger action occurs. Two trigger actions are available for save to segment automations: when a contact buys a ticket and when a contact signs up for email alerts.

CREATE AN EMAIL AUTOMATION

After entering a name for your automation in the Create New Automation dialogue box, select the radio button in the Send Email section.

The Email 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 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.

CREATE AN SMS AUTOMATION

After entering a name for your automation in the Create New Automation dialogue box, select the radio button in the Send SMS section.

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 SMS messages 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.

CREATE A SAVE TO SEGMENT AUTOMATION

After entering a name for your automation in the Create New Automation dialogue box, select the radio button in the Save to Segment section.

The Save to Segment 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 are two triggers available when setting up a Save to Segment automation in TicketReach: Bought a Ticket and Signed up for Alerts. 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 a Save to Segment automation in TicketReach - saving the contact to an audience segment in your TicketReach account.

Select the MANAGE ACTION button to the right of the Select Action section. The section expands and displays a drop-down menu for you to choose the segment the contact should be saved to automatically when the trigger you chose occurs. You can also select the CREATE A NEW SEGMENT link to create a new audience segment in your account for contacts to be saved to when they trigger the automation.

When you click Type or Select in the required Segment section, a list of all of the audience segments saved in your TicketReach account displays as well as a search box where you can enter the name of an existing segment to find it quickly.

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 are immediately saved to the segment you identified when the trigger occurs, select the ACTIVATE AUTOMATION button in the top right of the page.