Automated Discussions are designed to generate and dispatch discussion emails to guests based on predefined triggers.
Setting Up Automated Discussions
Users with the appropriate permissions can initiate Automated Discussions by following these steps:
- Access Automations: Begin by navigating to the settings section of your event management platform and locate the Automations tab.
- Create a New Automation: Click on the "+New Automation" button to commence the setup process.
- Configure Automation Details: Enter a descriptive name for the automation and specify the relevant location(s) where it will apply.
- Select Trigger: Choose the trigger event that will prompt the automated discussion email. For instance, you might opt to trigger an email when the final payment for an event becomes due.
- Refine Automation Parameters: Depending on the selected trigger, you may have options to further refine the automation by event type, style, or specific due dates.
- Activate Automated Discussion: Toggle the option to create an automated discussion and proceed to select the sender and email template from the available options.
- Save Settings: Once all configuration parameters are set, save the automation to activate it.
Automated Discussions are sent at 9:15 am local time, aligning with the timezone settings of the user group. Any responses elicited from these automated emails will be directed to the designated sender of the automation.
It's important to note that Automated Discussions rely on pre-existing email templates. Before applying a message to an automation, ensure it has been saved as a template within the system. See: How to create Discussion Email Templates
Additional resources available: