Creating Event Based Campaigns

Event based campaigns are used to send a series of emails timed relative to a fixed event date. 

Let's say you're organizing a back pain workshop in the coming month and want to send an email to all registrants X number of days before the event date and another one Y number of day after the workshop. Our event based campaign system allows you to automate up to 5 emails before an event and unlimited emails after an event.

In order to create such an event based campaign, please follow the steps outlined below: 

1) Go to client.patientsites.com

2) From the Emails section in the main navigation bar, click on Campaigns.

3) Click on Create Campaign

4) Assign your campaign a name and click Save

5) Locate the new campaign in your list and click on the  Manage Campaign icon to edit the respective campaign

6) Click on the Settings icon located on the grey box. 

7) You can now toggle the campaign type to Event.

8) Select the number of emails you want to send before the event (Pre-event) and after the event (Event follow-up). 

Next, assign each email a time delay relative to the event date. Let's say we want to send one email 7 days before the event, second email 3 days before the event and another email 1 day after the event; the settings should look like this: 

8) Click OK to save. 

9) As shown in the steps to create a new campaign, you can follow the same instructions to create your new emails and connect them to the grey box. The emails to the left of the box are sent before the event, whereas the emails to the right are sent after the event. 

10) Once you've finalized your new event based campaign emails, you can navigate to Lead Capture > Events > Clinic Events to create a new trigger type. 

11) Click on Add new event 

12) Give the event a name that makes it easy to associate with the type of event (such as "Back Pain Workshop July"). Click Save. 

13) We can now assign a campaign to this event type. Click the click to add button to select the event based campaign for this event. 

This will make sure that campaign emails are sent relative to the event date. 

14) You should now see the event based campaign linked with the new trigger type. 

Note: Creating a new event type defines what action to take when a certain event is about to take place. The important variable in this case is the event date. The event date tells the system to take the action you've defined in step 13. Keep in mind that the event date could be for a discharge, workshop, first visit, or any other type of clinic event in your account. We'll learn how to create clinic events in the coming steps.

15) Verify the details of your new clinic event. You can now  reschedule or cancel event, if needed.  

Note: Repeat steps 10 - 15 to create additional clinic events. 

16) This completes the process of setting up a new event based campaign. 

You can now start adding people to your event by navigating to one of the Lead Capture tools and connecting it to the scheduled event.