--If videos are more your style, check out a video tutorial on Event-Based Campaigns



Before you start: Make sure you have your email templates (with any necessary link automations!)  built out first. Check out these articles for assistance with that process.


**Hatchbuck tip: Create your campaign before you create your event. It's the easiest way to tie your campaign to all contacts who have or will be attending the event.


Step 1:  Start a Campaign and Basic Information

  • Navigate to the Tools tab at the top of the page, click Campaigns and then click on the +New Campaign button at the top right corner of the page.
  • Name and Describe your Campaign (this is for personal use only).



  • Lock and Folder this campaign if you'd like, then, click continue 
  • Choose "Start from Scratch" then click "Event Based Campaign" 


Step 2: Adding Steps to your Campaign

  • Click +New Automation to add steps to your campaign


  • You can also select the blue + icon to add a step before or after steps in your current sequence
  • Then select from any of Hatchbuck's Automations: 


  • You can choose the # of Day(s)/Hour(s) before or after the event you would like this step to occur and specify the automation (e.g. which Email Template you would like to send, what Campaign you would like to stop, what field you would like to update in the Contact Record)



                                            


  • In this example you can see the email "Introduction Who We Are" will go out 7 days before the event and will be sent from the contact's sales rep


  • After adding your automations click "Finish" 
  • Once you have your campaign in place you will need to create the Event for your contacts and tie this campaign to the Event. 


Creating the Event 


Multiple Contacts

  • You can set a date for multiple contacts, like a webinar, conference, etc on the contact list view.
  • First, select your contacts by checking the boxes next to their name. (the box above all the contacts will select all)
  • Then from the Actions drop-down menu select Add Contacts to Event


  • You can select a current event or create a new event
  • Select the frequency for occurrence
  • Select the event date & time
  • Select which event based campaign you'd like to tie the event to



Single Contact: 
  • For a single contact, navigate to their Contact Record.



  • Click on the Events Tab then + New Event
  • You can select a current event or create a new event
  • Select the frequency for occurrence
  • Select the event date & time
  • Select which event based campaign you'd like to tie the event to



Through an Automation: 

  • You can create the event for Contact(s) and tie your campaign communication to that event through a form submission, link click, tag rule, or webpage visit. 
  • On any automation screen, select "add to event" 
  • NOTE: You can only choose ONE date and time for this event automation
  • You can select a current event or create a new event
  • Select the frequency for occurrence
  • Select the event date & time
  • Select which event based campaign you'd like to tie the event to





Now you can start celebrating client renewals or promoting your upcoming webinars and conferences!