Activate the Event
To activate a Seasonal Automation Event, head to the Automation > Seasonal Automation > Event Settings page.
Locate the Seasonal Automation event you'd like to turn on, then click the Settings button on the right. Note: Some Events may be turned off at the company level.
On the page for the individual event, toggle the status toggle to Activate the event.
Customize your settings
Customize your event settings by setting the Action and List/Sphere. The action and selected Sphere will be set to your company's set default, but it can be customized further. You can also Preview the template that will be used for any email action. See more below:
Action:
Notify Me Only - You will be notified via email when this event occurs.
Email: Approval Required - Marketing pieces will be automatically created, but will not be sent until you sign in to your rezora account and approve it for distribution.
Email: Scheduled - Marketing pieces will be automatically created and scheduled to send on the Scheduled Send Date and Time.
Select the list/sphere:
For any Email actions, you will choose the Recipient List or Sphere you want the piece to send to -- this will be the list that is sent to for the automation event. If contacts are added or removed after the listing event trigger occurs, the recipient list of the send will not change.
Finally...
Get excited for the upcoming seasonal events! Make sure to mark your calendar and set reminders for the notification and send dates. It's important to have your desired configuration for the event ready prior to the notification date, so that everything goes smoothly according to your wishes. Let's make these events unforgettable!