This guide introduces you to the Timeline section of your campaign—the visual automation builder that powers everything before, during, and after your event. You'll learn how to schedule actions, understand event logic, and build a seamless experience for your registrants.
What Is the Timeline?
The Timeline is where your campaign automation comes to life. It allows you to control:
Pre-event reminders
Event-time actions
Post-event follow-ups
Each action on the timeline automates tasks across your connected tools—such as emails, SMS, tags, delays, and more.
Understanding the Layout
Day 0 = The Main Event Day
Days before Day 0 = Pre-event
Days after Day 0 = Post-event follow-up
Actions are automatically sorted by schedule. No manual naming or grouping is required.
What Are Timeline Actions?
Timeline actions are instructions you set to automate your event flow. Common actions include:
Send Email, SMS, or MMS
Drop Ringless Voicemail
Add Tags to contacts
Trigger External Automations
Delay delivery or Redirect users
Segment contacts based on behavior
Day 0 Toggle: Before or After
Day 0 includes a toggle for setting relative timing:
Before – Ideal for last-minute reminders
After – Great for thank-you messages or replay drops
Example:
10 min before event → Reminder SMS
1 hour after event → Replay email
Exact Time vs. Relative Time
Exact Time: Choose a specific time of day (e.g., 12:00 PM)
Relative Time: Set based on event start (e.g., 2 hours before)
Relative time adjusts dynamically for each registrant—perfect for evergreen or automated events.
Adding an SMS Action (Example)
Click Create Action (upper-right corner)
Choose 1 day before event
Choose Audience (e.g., Registrants)
Select Twilio as your sending tool
Select SMS
Compose your message:
Personalize with tokens like First Name, Event Title, or Start Time
Add Emojis via the emoji picker
Attach an image (optional)
Choose the Sending Number
Click Create
Once added, actions are auto-positioned. No need to reorder.
Editing or Deleting Timeline Actions
You can make changes any time before going live:
Click on any action block
You can proceed to edit or delete the action
Nothing is locked until your campaign is live. You can adjust actions freely.
Pro Tip: Think Like Your Attendee
As you build your timeline, focus on the attendee experience:
What reminders do they need before the event?
What happens if they don’t show up?
Should they get a replay link, promo, or thank-you message?
Are there follow-up offers if they attend?
Design the timeline around these decisions.
What’s Next?
In the next guide, we’ll show you how to upload your media—like presentation videos and voicemail audio—and connect them directly to your timeline actions.