AEvent has the native ability to send the right email at the right time to the right audience using Keap Automations. In order to achieve this, there are a few items that need to be set up, both inside AEvent and Keap.
In this tutorial, we're building out a single webinar timeline that includes email sequences being sent by our ESP (Keap).
In order to achieve this, we need to create timeline actions within AEvent that will add a tag to the registrant at set times leading up to the webinar. We're then going to create single-email automations within Keap that are triggered to send when these tags are added.
We use the Add a Tag button inside AEvent when setting up this integration
to create the tag aevent-1hr (which also creates them within Keap).
If we simply wanted to add a tag for tracking purposes, we would be done.
(After the webinar ends, tagging for CRM tracking purposes is invaluable, but that isn't what this tutorial is about.)
Creating a Keap Automation
So we've walked through Creating a timeline action within AEvent using Keap Add Tags. We then created a reactive automation within Keap that will send an email when the tag is added, and we wrote an email to be sent to the Keap email editor.
👍 Best Practice
Always divide emails by automation/sequence leading up to the event.
Now, if we were building out a timeline/email post webinar sequence, say for
Non Attendees, we would create everything as we did in this tutorial, however we would also have added additional emails to the Keap Automation that was triggered by AEvent.
Send an email, wait 1 day, send another, etc.
☝️ Final Note:
In this tutorial, we created timeline actions to initiate automations using Keap,
if we were to want to create an automation using an Add-Tag on registration, the setup process would be the same.