Event Automations

Event automations make it easy to send automated or semi-automated follow-up communications after a Person RSVPs to your event. Automations are configured from the Automations tab within an event.

All automated messages support multiple languages - if you've added supported languages in Event Settings, you can customize each message in those languages. People receive messages in their preferred language.

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Where to Find What:

  • Event reminders and RSVP text replies → Event → Automations tab
  • Post-submission confirmation (sent immediately when they RSVP) → Event Page → Post-Submission tab

If you can't find where a certain text or email is coming from, check both locations.


Automated Communications

These are triggered automatically without any input from a Team Member.

Immediate Email Confirmation

Automatically send a customizable email with a calendar invitation once a Person RSVPs. The attached calendar invitation includes event details, and the meeting URL for virtual events.

Day Before Event Email

Automatically send an email reminder 24 hours before the event session begins. If you have RSVP confirmations enabled, this email includes a button where attendees can confirm their attendance.

Day Before Event Text

Automatically send a text reminder 24 hours before the event session begins. Disabled by default.

When enabled, you can also toggle "Continue Delivery" - this continues sending the reminder to any new People who RSVP after the initial 24-hour mark has passed.

Day of Event Text

Automatically send a text reminder 1 hour before the event session begins.

Self Check-in Text

Automatically send a text 10 minutes before the event session begins with a self check-in link so attendees can check themselves in. Requires Host Tools to be enabled. Disabled by default.

You can target either Yes RSVPs or Yes & Maybe RSVPs. The link in the message is a short URL that opens the self check-in page for the session, prefilled for the recipient when possible.

Event Follow-up Email

Automatically send a follow-up email after the event session ends. Useful for thanking attendees, sharing next steps, and gathering feedback. Disabled by default.

You can target either Only Attendees (people with an attendance record) or All RSVPs (Yes and Maybe). The email is sent ~30 minutes after the session ends, or ~90 minutes after for events with Zoom connected so attendance has time to sync first.

Use the {{ event-session.post-event-survey-url }} merge tag to include a link to the post-event feedback survey.

Event Follow-up Text

Automatically send a follow-up text after the event session ends. Same timing and recipient targeting as the Event Follow-up Email. Disabled by default.

Use the {{ event-session.post-event-survey-url }} merge tag to include a link to the post-event feedback survey.


Team Member Triggered Communications

These give Team Members a pre-filled template they can send with one click.

RSVP Text Replies

Pre-drafted text messages that Team Members can send after marking someone's RSVP status. When a Team Member marks a Person as Yes, No, or Maybe from the app or dashboard, they're given the option to send the corresponding text reply.

Event Text Templates

Event-specific text templates that are only available for People invited to the event, and only while the event has upcoming sessions. These work exactly like regular Text Templates but are scoped to the event.


Merge Tags

Use merge tags to personalize your automated messages. These variables are replaced with actual values when the message is sent.

Person Tags

TagDescription
{{ user.first-name }}Person's first name
{{ user.last-name }}Person's last name
{{ user.full-name }}Person's full name

Organization Tags

TagDescription
{{ organization.name }}Your organization's name

Event Tags

TagDescription
{{ event.title }}Event title
{{ event.type }}Event type (in-person or virtual)

Event Session Tags

TagDescription
{{ event-session.title }}Session title
{{ event-session.start-time }}Full start time (e.g., "Tuesday, March 15 at 6:00 PM EST")
{{ event-session.start-time-only-time }}Just the time (e.g., "6:00 PM EST")
{{ event-session.end-time }}Full end time
{{ event-session.location-name }}Location name (in-person events)
{{ event-session.location-address }}Street address (in-person events)
{{ event-session.virtual-address }}Meeting URL (virtual events)
{{ event-session.note }}Session notes
{{ event-session.self-checkin-url }}Short link to the self check-in page for the session, prefilled for the recipient
{{ event-session.post-event-survey-url }}Short link to the post-event feedback survey, prefilled for the recipient
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Important: You cannot use merge tags inside the event session note field. The note must be plain text. Only the {{ event-session.note }} tag itself gets replaced - not variables within the note content.


Post-Event Survey

When the Event Follow-up Email or Event Follow-up Text includes the {{ event-session.post-event-survey-url }} merge tag, recipients get a short feedback form scoped to that specific session. The form asks for:

  • A 1 to 5 rating
  • Whether they were able to attend
  • An optional open-ended comment

Each link is unique per recipient and only works once. The survey opens automatically once the session ends, shows a friendly "not yet open" message before that, and stays open for 30 days after the session ends. If the recipient already has an attendance record, the "Were you able to attend?" question is prefilled to Yes.

Viewing Survey Responses

From the event's RSVPs tab, open the actions menu and choose View Survey Responses to see all submitted feedback for the event. You can:

  • Filter by session (or view all sessions combined)
  • See total response count and average rating
  • Read each response with submitter, rating, attended status, and comment
  • Export to CSV

Default Message Examples

When you create an event, default messages are pre-filled based on event type.

Day of Text (In-Person):

Your event with {{ organization.name }} starts today at {{ event-session.start-time-only-time }}. We'll see you at {{ event-session.location-name }} - {{ event-session.location-address }} then!

Day of Text (Virtual):

Your event with {{ organization.name }} starts today at {{ event-session.start-time-only-time }}. Use this link to join: {{ event-session.virtual-address }}

You can customize these messages and add translations for any supported languages.