Automation Events

Automation events are steps within an automation that allows your clients to skip through other steps in the automation and jump right to the event step when they take specific actions.

For example, let's say that you had an automation with an email sequence with 5 emails prompting your clients to purchase a membership. If after the second email is sent out, your client purchases a membership, we'd want to skip sending the remaining emails in the sequence. By adding an event step below the email sequence, this client will jump right to the event step and will not receive the remaining 3 emails.

Here are the events that are available to you:

Registers for an Event/Series

This event will bring any client that registers for an event or series to this step. You can filter this down to clients who register for a specific offering, event series, or a specific event.

Registers for an Appointment

This event will bring any client that registers for an appointment to this event step. You can filter this down to an appointment for a specific offering or a specific staff member.

Purchases a Package or Membership

This event will bring any client who purchases a package or membership to this event step. You can filter this down to just packages or memberships or even specific packages or memberships.

Purchases a Store Item

This event will bring any client who purchases a store item to this event step. You can filter this down to store items from specific store sections, by type (digital or physical goods), or a specific store item.

A Contact Tag is Added

This event will bring any client who has a specific contact tag added to them to this event step. This tag can be added by you manually, or the tag can be assigned to them automatically by signing up using the newsletter signup form on a custom page, or one of the tags automatically assigned when the client performs an action. A contact tag can also be added via an automation action.

A Contact Tag is Removed

This event will bring any client who has a specific contact tag removed from them to this event step. This tag can be removed by you manually, or through another automation action.

A Custom Field Value is Changed

This event will bring a contact whose custom data field is changed to this event step. 

A Contact Subscribed to Your Newsletter

This event will bring a client to this event step as soon as they subscribe to your newsletter. This could be through one of your newsletter signup forms or by opting in when signing up for one of your classes, booking an appointment, or making a purchase.

Additional Notes

When evaluating whether a client can jump to an event step, the system checks to see if there is a valid path from where the client currently is to the event step.

In the example above, if the client is at Step 1, and the event "A contact tag is added" (Step 3) occurs, the client will jump from Step 1 to Step 3 as there is a valid path from 1 to 3. If the client was at Step 2, there is still a valid path to Step 3, and the client can jump from 2 to 3.

However, if the client is at Step 4 (below), and the event occurs, nothing will happen as there isn't a valid path from Step 4 back to Step 3.

To learn more about automations, be sure to check out our overview help article or view the other articles on this feature.