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How to Setup Event / Session Tracking*

Overview

This tutorial provides a breakdown of how to setup event and session tracking

    What Is Event and Session Workflow

    Event and session workflow is the things that need to be done before or after an event.

    Event/Session Pipelines and CloudAlerts

    CloudAlerts are used to send automated personalized messages to clients such as event or session email or text message reminders before the session or thank you emails after the session.

    Click here for a tutorial on how to setup CloudAlerts for events and sessions

    Session pipelines are used to track what needs to be done before or after a session or event.

    Click here for a tutorial on how to setup pipelines

    Calendar types can, and usually should be used, to automatically assign a session pipeline to a new session or event based.

    Click here for a tutorial on how to setup calendar types