---
title: "Campaign Monitor automation"
slug: "campaign-monitor-automation"
updated: 2026-06-16T17:29:43Z
published: 2026-06-16T17:29:43Z
canonical: "mysupport.roller.software/campaign-monitor-automation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaign Monitor automation

Campaign Monitor has the ability to create user journeys that automatically trigger emails based on specific events that happen within ROLLER. This article outlines best practices for creating automated journeys to get the most value out of this integration.

> [!CAUTION]
> Pro feature
> 
> Increase engagement with guest email marketing campaigns and automated workflows by leveraging unique guest data. To unlock the Campaign Monitor integration with a Pro plan or above, contact your customer success manager or the [support team](/v1/docs/contact-roller-support) to upgrade.
> 
> [Learn More](https://www.roller.software/pricing)

## Before getting started

We recommend that you read and understand the following articles before creating a Campaign Monitor automation:

- [Create and manage guest segments in ROLLER](/v1/docs/create-and-manage-guest-segments)
- [Integrate Campaign Monitor with ROLLER](/v1/docs/push-guest-segments-from-roller-to-campaign-monitor)
- [Automated journeys](https://help.campaignmonitor.com/automated-journeys)

## Creating a new guest journey

When setting up a new guest journey you need to:

1. Log in to Campaign Monitor
2. Select **Automation** > **Create a new journey**
3. Select **Create a new journey**

## Sending an email prior to a guest's visit

Prior to a guest's visit, a reminder email may be a nice touch to get them excited about their visit or to relay important information they may need to know, such as:

- Information about parking
- Requirements prior to attending (eg coming 15 minutes prior to their booking time or a signed waiver)

To accomplish this scenario, follow the steps below:

1. Create a new guest journey
2. Set **What will trigger this journey** to **A date** so an automated email is sent prior to a booking date
3. Select the list you're targeting for the journey to apply to (we used a list called ROLLER customers in our example)
4. Set **When should this journey start** to **Before** the **Booking Date** (in our example we used 2 days before booking date)
5. Select **Build this journey**
6. Select the **+** button, then add an email step to your journey
7. Create content or add the template for the email to be sent for this journey
8. Select **Turn on journey**

## Sending a guest an email after their visit

After a visit, perhaps feedback is required or you want to encourage a repeat visit, such as:

- A feedback survey
- A discount
- An upcoming offers or other products offered

To accomplish this scenario, follow the steps below:

1. Create a new guest journey
2. Set **What will trigger this journey** to **A date**
3. Select the target list for the journey(we used a list called ROLLER Customers in our example)
4. Set **When should this journey start** to **On** the **Attendance Date**
5. Select the **+** button and add a **Delay** (in our example we used 2 days)
6. Select the **+** button and add **Email**
7. Create content or add the template for the email to be sent for this journey
8. Select **Turn on journey**

## Creating a pre- and post-visit email journey

You may need to create a journey that combines both of the above scenarios where:

- Before the visit, guests receive a welcome or reminder email
- After the visit, guests that have attended receive a feedback email
- After the intended booking date, guests that did not attend, receive a 'Sorry, we missed you' email

To accomplish this scenario, follow the steps below:

1. Follow all the steps outlined in [Sending an email prior to a guest's visit](/v1/docs/campaign-monitor-automation#sending-an-email-prior-to-a-guests-visit) section of this article
2. Select the **+** button > add a **Delay** *>* Wait 3 days
3. Select the **+** button > add a **Condition**
4. Set the rule for **Custom fields** > **Attendance Date** > **is provided**
5. Under **Yes** > click + icon > add email content targeted towards guests if they attended (ie feedback survey)
6. Under **No** > select + icon > add email content targeted towards guests if they didn't attend (ie a discount code to get them back to the venue)
7. Select **Turn on journey**

## Related

- [Minimum hardware and operating requirements for ROLLER](/minimum-hardware-and-operating-requirements-for-roller.md)
- [Create and manage products](/create-and-manage-your-products.md)
- [Campaign Monitor FAQs](/campaign-monitor-faq.md)
- [Push guest segments from ROLLER to Campaign Monitor](/push-guest-segments-from-roller-to-campaign-monitor.md)
- [Create and manage guest segments](/create-and-manage-guest-segments.md)
