Campaign journey in Apteco Orbit
Can the two-week reminder, the one-week reminder and the day-of message send themselves, and stop if someone cancels? Every participant gets the same countdown, for every event, and nobody who cancelled gets told to have a great time.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result. Scroll inside the journey to read it all.
Event reminders are the emails staff forget on the busiest week. The Event journey counts down to each person's event date and checks for cancellations at every step.
Event journey starts from New event sign ups.
The audiences and pathways this journey works with, and how to build journeys like it.
This journey needs two fields on the participants table: the event date and the participant status. The date-check splits compare today with each person's own event date, so one journey serves every event all year. Replace the five emails with yours; keep the cancellation checks. Add an after-event thank-you as a sixth step if you want the Field Guide's From Guest to Giver ask to start here.
Event reminders are the emails staff forget on the busiest week. The Event journey counts down to each person's event date and checks for cancellations at every step. Every participant gets the same countdown, for every event, and nobody who cancelled gets told to have a great time.
Event journey starts from New event sign ups.
Adventure awaits email, then 3 days. An Audience Split, Cancelled?: cancelled people exit; the rest enter the 2 weeks before event loop. The loop is a Repeat Loop time delay and a split, Is today 2 weeks before event?: not yet goes round again; yes gets 2 weeks to event, then Fundraising ideas 5 days later. A 1 week wait, a 1 Week to event split, then 1 week to go and Prepare for the day. The Last comms loop: a Daily check of event date, a Day of event split, and Have a great time on the day. Cancelled exits at every split.
This journey needs two fields on the participants table: the event date and the participant status. The date-check splits compare today with each person's own event date, so one journey serves every event all year. Replace the five emails with yours; keep the cancellation checks. Add an after-event thank-you as a sixth step if you want the Field Guide's From Guest to Giver ask to start here.
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