Peoplevine’s Event Campaigns help enhance member engagement, participation, and the overall success of your club programming. Used in tandem with dynamic email templates, these campaigns automate and streamline your pre-event and post-event communications.
We recommend using the pre-event campaign to remind members of their RSVP and share details of the event and cancellation policies. Post-event emails are a great way to thank your members for attending and request feedback.
Before you set up your Event Campaign, please have the email newsletter built. This email should have dynamic content (what Peoplevine refers to as HAPI code) and be designed to work for any registered or ticketed event.
How to set up a Pre-Event Campaign:
In the Peoplevine Control Panel go to Connect > Manage Campaigns.
Click ‘Start a New Campaign’ in the top right.
On the Create a Campaign page, complete the following:
Select the ‘Pre-Arrival’ Campaign Type.
Include a Campaign Name and Description, if applicable.
Define the ‘Start Date’ and ‘End Date’ of this campaign. If the campaign should be ongoing, please toggle on ‘This campaign doesn’t end’.
Confirm the ‘Activate Campaign’ status is checked.
Click ‘Next Step’.
On the Activity to be Completed page, select the activity logic that fits your needs:
Event – Before an event they registered for starts: This will send an email to anyone who registered for an event.
Event – Before an event they purchased a ticket for starts: This will send an email to anyone who purchased an event ticket.
Note: Members will be added to the campaign queue at the time of registration/purchase. If a member cancels prior to the send-time, they will be removed from the queue.
If an event is canceled, you must cancel each individual ticket or registration under the Attendee list to remove them from the campaign queue.
Once the activity logic is selected, define what events this campaign is relevant for.
Select ‘Do for All’ for this campaign to be active across all events. This works best for email templates built to be used for any event.
To set up a campaign for a single event, search and select the appropriate event.
Click Continue.
On the Create a Campaign Activity page, select how long before the event the email should be sent.
For example, if you want the pre-event email to be sent 8 hours before the event start time, select 8 hours.
Select the associated newsletter template and click ‘Assign Item’.
Your campaign is set and ready to begin sending.
We always recommend testing or closing monitoring at the beginning to confirm everything is working as expected.
How to set up a Post-Event Campaign:
In the Peoplevine Control Panel go to Connect > Manage Campaigns.
Click ‘Start a New Campaign’ in the top right.
On the Create a Campaign page, complete the following:
Select the ‘When It’s Over Campaign’ Campaign Type.
Include a Campaign Name and Description, if applicable.
Define the ‘Start Date’ and ‘End Date’ of this campaign. If the campaign should be ongoing, please toggle on ‘This campaign doesn’t end’.
Confirm the ‘Activate Campaign’ status is checked.
Click ‘Next Step’.
On the Activity to be Completed page, select the activity logic that fits your needs:
Event - After an event they registered for is over: This will send an email to anyone who registered for an event, regardless of attendance.
Members will be added to the campaign queue at the time of registration. If a member cancels before the event, they will be removed from the queue.
Event - After an event they purchased a ticket for is over: This will send an email to anyone who purchased an event ticket, regardless of attendance.
Members will be added to the campaign queue at the time of ticket purchase. If a member cancels before the event, they will be removed from the queue.
Event - After an event they checked-in at is over: This will send an email to anyone who checked-in to an event.
Members will be added to the campaign queue at the time of check-in. The member must be marked as ‘Checked In’ on the attendee list to receive this email.
Note: If an event is canceled, you must cancel each individual ticket or registration under the Attendee list to remove them from the campaign queue.
Once the activity logic is selected, define what events this campaign is relevant for.
Select ‘Do for All’ for this campaign to be active across all events. This works best for email templates built to be used for any event.
To set up a campaign for a single event, search and select the appropriate event.
Click Continue.
On the Create a Campaign Activity page, select when the email should be sent.
IMPORTANT: The post-event campaign logic uses the EVENT START TIME when defining ‘how long should we wait to send?’. Please be sure to include the duration of the event when filling out this field.
So, if you have a two-day event and want to send a post-event email one day after the event, you would set the ‘how long should we wait to send’ to three days.
If you are setting this campaign to send for all events, select a time frame that will accommodate all event lengths.
Select the associated newsletter template and click ‘Assign Item’.
Your campaign is set and ready to begin sending.
We always recommend testing or closing monitoring at the beginning to confirm everything is working as expected.