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Getting started with Automations 

This guide shows you how to build and manage Automations to automatically filter and respond to fan activity.

Automations allow you to instantly connect fan intent to brand response by setting simple "If X, then Y" rules. You can now trigger up to three automated actions—like sending emails or awarding points—based on campaign entries, purchases, or ticket scans.

The Automations Dashboard 

The dashboard comprises Active, Draft, and Archived automations.

  • Active: limited editing capabilities because they are already running 

    • You can open them to view the trigger and corresponding action; you will not be able to edit in the RHS bar. 

Active automations offer limited editing; to fix an error, archive the live version and start a new draft.

  • Draft: can edit everything
  • Archived: Non-editable


To create a new automation

  1. On your Tradable Bits Homepage, go to the Top Navigation Bar and hover over the Messaging icon and select Automations.
  2. Click + New Automation 
  3. In the Automation settings, fill in the required fields 
  4. Select your trigger 
  • Activity: campaign entry or activity
  • Purchases: when a fan purchases a ticket 
  • Scans (Front Gate or Ticketmaster): when a successful scan is detected 
  • SMS Reply: when an SMS reply is detected 

       3.    Input your trigger conditions based on your chosen trigger

       4.    Select your action 

  • Email: send an email
  • SMS: send an SMS
  • Points: assign points to the fan
  • Promotion: assign a promotion to the fan (through BestRing or AtVenu)

Each trigger can fire up to three actions. The trigger count will go up as the action fires.

 

Trigger Conditions 

Purchase Trigger

  • Min/Max Trigger Date: Time period in which automation can be triggered (eg, campaign entry, SMS reply, etc.)
  • Event Name: Select a pre-configured event. 
  • Venue Name: Select a pre-configured venue. 
  • Country/State/Province: Set the fan location needed to trigger the automation 

 

Campaign Entry Trigger

  • Min/Max Trigger Date: Time period in which automation can be triggered (eg, campaign entry, SMS reply, etc.)
  • Campaign Name: Select your campaign through searching by business, campaign name or ID.
  • Country/State/Province: Set the fan location needed to trigger the automation 

 

Scan Trigger

  • Min/Max Trigger Date: Time period in which automation can be triggered (eg, campaign entry, SMS reply, etc.)
  • Network: Select the external system identifier/social authentication network that will register the scan
  • Site Name: Select a pre-configured venue. 
  • Scan Group Name: Enter a group name for the scan automation
  • Country/State/Province: Set the fan location needed to trigger the automation 

 

SMS Trigger

  • Min/Max Trigger Date: Time period in which automation can be triggered (eg, campaign entry, SMS reply, etc.)
  • Phone Number: Enter a valid phone number (that our Twilio supports) that the SMS reply applies to. 
  • Trigger Word: Enter the keyword you want your fans to text to you to activate this trigger.
    • If a fan texts the number with the trigger word, then the action will be queued to complete. 
  • Country/State/Province: Set the fan location needed to trigger the automation 

 

Incoming phone numbers will be matched against existing fan records.

 

 

Action Configuration

Email

  • Email Template: Select an email template or create a new template.
  • Delay Time (Hours): Period between automation being triggered and action being completed.

Check out our guide for tips on setting up your own email template.

 

SMS

  • SMS Template: Select an SMS template or create a new template.
  • Delay Time (Hours): Period between automation being triggered and action being completed.

 

Points 

  • Amount of Points: Input the number of points to assign the fan
  • Point Category: Assign a point category for the automation

Point and Promotion actions will be awarded immediately upon trigger completion.

 

Promotion

  • Point Category: Assign a point category for the promotion
  • Reward Type: Choose between atVenue and Bestring
  • Event: Select a pre-configured event. 
  • Promotion: Select a pre-configured promotion. 
  • Filter by Event: Select an event to ensure promotions are pushed only to wristbands tied to that event, keeping this selection separate from the Trigger-based filter.
  • Filter by Venue: Select a venue to ensure promotions are pushed only to wristbands tied to that venue, keeping this selection separate from the Trigger-based filter.

POS promotion actions will only work if there is a properly integrated connection between Tradable Bits and the POS system, including the use of RFID wristbands on which to load the promo.


 

Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com