With Eventdrive, you can automate many repetitive tasks to save time and personalize your communication. This article guides you through the fundamental steps to set up your first automation scenario. The principle is based on a simple three-step logic: Trigger, Conditions, and Actions.
Accessing the Automations Module
- From your Eventdrive admin interface, select your event.
- In the Plan Your Event menu, click on "Automations"
- On the main page, click the "Create an automation" button.
Step 1: Set up the Trigger (the "WHEN?")
The trigger is the event that starts your scenario. It's the starting point.
- In the editor, click on the Triggers section.
- Click on "Add a trigger".
- Select the trigger type that matches your needs. The most common ones are:
- When an attendee registers: For post-registration actions.
- On a specific date: For scheduled actions (reminders, surveys...).
Step 2: Define the Conditions (the "FOR WHOM?")
Conditions act as a filter to precisely target attendees. This step is optional. If you don't add any conditions, the action will apply to everyone who activates the trigger.
- Click on the Conditions section.
- Click on "Add a condition".
- Set up your filter.
For example, to target only VIPs select "If the attendee" > "belongs to" > "group: VIP".
Step 3: Create the Actions (the "WHAT?")
The action is the specific operation the system will perform for you.
- Click on the Actions section.
- Click on "Add an action".
- Select the action to be executed, for example "Send an email to the attendee", then select the email you have prepared.
Once your scenario is configured, click the "Activate" button
Note: The order of actions is crucial. They are executed from top to bottom. Make sure you first add an attendee to a group (Action 1) before sending an email to that same group (Action 2).
For any further questions, do not hesitate to contact our support team at support@eventdrive.com.