The “Event Start Date” field permits you to create automation centered around a specific date and time. When you establish the start date, all the components of that campaign can be dispatched relative to that date and time using the ‘before’ action in each step/event of the campaign. This feature is advantageous for reminding leads of both online and in-person events scheduled at a specific time for the entire group (e.g., webinars, conferences, etc.).
If you plan to send campaign steps within a particular time frame, it’s best to utilize the Windows in campaign settings or specific events. For more information on how to use campaign windows, please refer to our other tutorials.
Step 1: Setting the event time in a campaign.
- To use the Event Start Date field to build automation around a specific date and time, create a campaign and set the Event Date and Time in the campaign configuration.
- Then, set up the campaign using the ‘before’ action as you would for a normal appointment confirmation and reminder campaign.
- It’s recommended to read the article on Confirmation and Reminder Campaigns before implementing this campaign to better understand the ‘before’ settings.
- NOTE: Additionally, if you want to send campaign steps within specific time frames, use the Windows in campaign settings or specific events.
In case a lead opts in too close to the event time, steps set too far before the event in the campaign will be skipped. For instance, if the first email is set to go out five days before the event and a lead opts in three days before the event, they will not receive the email scheduled to go out five days before the event.