Workflow Trigger for Marketing Events

[mikeadan]

As a consultant wanting my clients to utilize Marketing Events, I would like a way to trigger Workflows based on Marketing Event fields.

Potential trigger locations:

It would either be in Triggers as “Marketing Events”

OR Triggers > Data Values > Record meets a set of conditions > Marketing Events

Example Uses:

1. 24 hours before the Marketing Event Start Date/Time, trigger a Marketing Email reminder email.
2. 1 hour before a Marketing Event Start Date/Time, send a SMS “we’re about to begin”
3. Next Day @ 10am after Marketing Event End Date/Time, enroll Registrants in a post-event Drip Campaign.
   1. Send a “Next Steps” email to Attendees.
   2. Send a “We missed you” email to No Shows.

This differs from using Marketing Events to add the Registered Contacts to a Contact Segment to then trigger a workflow as this method would require you to create separate workflows or workflow branches with hardcore the date/times for each bespoke event. This manual method can become unweildy if the Portal has many events.

Thanks!

[SPolczman]

Great idea!
My isseu was also something similiar, that marketing email events cant be used as triggers properly. For example a trigger could be that marketing email x was opened 10 times then…

[ALancial]

Similar issue-- I would love to be able to trigger other property updates based on marketing event types. For example, we have a number of events in one category as part of a series. I want to trigger an email, contact property update and alert based on whether they attend any of those. Right now you can only filter by date, URL, company domain, event location or event name. I’d like it to be expanded to include all marketing event fields, even custom ones.

[juliae]

Same request here - I want to trigger reminder emails before a marketing event occurs and a follow-up email afterwards based on properties on the event.