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.
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 to upgrade.
Before getting started
We recommend that you read and understand the following articles before creating a Campaign Monitor automation:
Creating a new guest journey
When setting up a new guest journey you need to:
Log in to Campaign Monitor
Select Automation > Create a new journey
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:
Create a new guest journey
Set What will trigger this journey to A date so an automated email is sent prior to a booking date
Select the list you're targeting for the journey to apply to (we used a list called ROLLER customers in our example)
Set When should this journey start to Before the Booking Date (in our example we used 2 days before booking date)
Select Build this journey
Select the + button, then add an email step to your journey
Create content or add the template for the email to be sent for this journey
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:
Create a new guest journey
Set What will trigger this journey to A date
Select the target list for the journey(we used a list called ROLLER Customers in our example)
Set When should this journey start to On the Attendance Date
Select the + button and add a Delay (in our example we used 2 days)
Select the + button and add Email
Create content or add the template for the email to be sent for this journey
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:
Follow all the steps outlined in Sending an email prior to a guest's visit section of this article
Select the + button > add a Delay > Wait 3 days
Select the + button > add a Condition
Set the rule for Custom fields > Attendance Date > is provided
Under Yes > click + icon > add email content targeted towards guests if they attended (ie feedback survey)
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)
Select Turn on journey