Friday, July 19, 2024
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    Send Session Reminder Email After Event Check-in For In-Person Events

    Back with another post that focuses on Event Management and different approaches you can take. This one was inspired by a question from a reader on one of my blogs, and also a recent reminder from Malin Martnes on one of her posts about using Lists in emails. The reader wanted to know if when someone checked in, you could provide them with a list of the sessions they had registered for (thanks for the question Jet!). In this post we will use an out of the box trigger, no need for coding of any kind. We will create an email that can be sent to the attendee when a check-in record is created, so really just for in person events. Let’s take a look!

    First thing, create a new email and give it a good subject and preview text. Start adding the text you want at the start of the email. If you want to add a custom image or the name of the event etc. make sure you take them from the Marketing Event Check-in trigger. More on how to get the event image and other information on this post here.

    Send Session Reminder Email After Event Check-in For In-Person Events
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    Next we will create a list to display all of the sessions someone registered for. Click on the personalise icon from the right of the email and then click Add list.

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    Now we need to find the Marketing Event Check-in trigger and then open it and click on Marketing Event Check-in Reference.

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    From the check in, we now need to get back to the Event registration record that it’s linked to. This allows us to keep things unique to each person going through the Journey and receiving this email. So find the Event registration link and click on that.

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    From there, we want to get to the Session Registrations as these are linked back to the Event Registration.

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    Now we need to add the columns (fields) we want to show on the email. Clicking on the columns input gives us a drop down of the options available. But hang on a second, where is the session name or the start or end time? Huh?

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    Instead, click on this lovely little link underneath for Advanced options.

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    This is the good stuff, now we can get directly to the Session record rather than the Session registration as before. Click on this option.

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    Now you can then search for the values from the Session that you want to display in the List to the person that checked in. Here we will pick the Session title.

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    I also want to show the start and end time. Don’t forget to set the right format and language for the dates to show in a way that works for your requirements.

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    Once you’ve added all of the columns, make sure you set the Order by to be Version Number ascending. This seems to make sure they display in the correct order based on date, at least they did in my testing. You can also set the max amount of items. Set this to be the max possible number of sessions someone could register for at the event. Finally click save and copy.

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    From here, you can copy the code that is generated.

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    Paste it directly in the email where you would like the list of sessions to be displayed.

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    Now you need to publish that email (although read on first to see other options before you make it live) and use it in your Journey. The Journey needs to start from the Marketing Event Check-in trigger. You can then set a filter for a specific event too.

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    Now when someone registers, you get a nice lit of all of the sessions they registered for which is emailed to them as soon as they are checked in to the event using a QR Code (or done manually).

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    Now even though that information above is correct, it’s not all that pretty right? Just literally a list of data. We can make it a bit nicer though. First, I want to add in some new elements to the CSS of the email.

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    Now using that, I can create a table rather than using the code that was generated for me. I still need to use all of the aspects, but need to comment out the each parts otherwise that interferes with the info shown in the email.

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    Now when the email goes out, it looks a whole lot nicer.

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    Here you can see the email for someone who registered for different sessions. So a nice personalised email for each attendee that checks in to the event. Lovely!

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    If you want to use the CSS and HTML I used here as a starting point, feel free to copy the CSS below:

        table.sessions {
          border: 1px solid #ccc;
          border-collapse: collapse;
          margin: 0;
          padding: 0;
          width: 100%;
          table-layout: fixed;
          background-color: #ffffff;
        }
    
        table.sessions tr {
          background-color: #fffff;
          border: 1px solid #ddd;
          padding: .35em;
        }
    
        table.sessions th,
        table.sessions td {
          padding: .625em;
        }
    
        table.sessions th {
          font-size: .85em;
          letter-spacing: .1em;
          text-transform: uppercase;
          background-color: #3c245c;
          color: white;
        }

    And the HTML for the table part here. You will need to find the right place to put it within the HTML so it appears in the correct place in your email:

                                   <table class="sessions">
                                      <thead>
                                        <tr>
                                          <th scope="col">Session</th>
                                          <th scope="col">Start</th>
                                          <th scope="col">End</th>
                                        </tr>
                                      </thead>
                                      <tbody>
                                        <!-- {{#each Sessions}} -->
                                        <tr>
                                          <td scope="row" data-label="Session">{{Sessions.Session}}</td>
                                          <td data-label="Start"> {{Sessions.Starttime}}</td>
                                          <td data-label="End">{{Sessions.Endtime}}</td>
                                        </tr>
                                        <!-- {{/each}} -->
                                      </tbody>
                                      <tfoot>
                                        <tr>
                                          <th scope="row" colspan="3"><br></th>
                                        </tr>
                                      </tfoot>
                                    </table>

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