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  • Writer's pictureLeila

Step-by-Step Guide to Implementing a Dynamic Event Invite Journey with CloudPages in SFMC

Imagine you are organizing a fan-tas-tic event, everyone is buzzing and talking about this event. It will be so much fun!

In this SFMC.Essentials step-by-step guide we're discussing how to create a dynamic event invite journey using CloudPages. By the end of this step-by-step guide, you'll know how to:

  1. Create a journey that triggers when someone registers for an event

  2. Send a registration confirmation email

  3. Dispatch a reminder email before the event

  4. Deliver a thank you for attending or sorry we missed you email

  5. Use CloudPages to display personalized event details based on SF campaign data

Ready to engage your audience with a personalized event invite journey? Let's get started!

Step 1: Preparing Your Data

Ensure that all event-related data, including registration information and event details, is stored in a Salesforce campaign. This will enable you to access the data when populating your email templates and CloudPages. Make sure to include fields such as event name, date, time, location, and any other relevant details.

Step 2: Creating a CloudPage
  1. Log in to Salesforce Marketing Cloud and navigate to the 'CloudPages' module.

  2. Click 'Create Collection' to group your event pages (optional).

  3. Click 'Create' and select 'Web Page.'

  4. Choose a layout and click 'Next.'

  5. Give your CloudPage a descriptive name, such as 'Event Details,' and click 'Create.'

Step 3: Personalizing Your CloudPage with AMPscript
  1. In the CloudPage editor, click 'Code View.'

  2. Add the following AMPscript code to retrieve event details from your Salesforce campaign data and display them on the CloudPage:

    VAR @campaignId, @eventName, @eventDate, @eventTime, @eventLocation, @eventDescription

    SET @campaignId = QueryParameter("cid")

    SET @eventName = Lookup("Campaign","Event_Name__c","Id",@campaignId)
    SET @eventDate = Lookup("Campaign","Event_Date__c","Id",@campaignId)
    SET @eventTime = Lookup("Campaign","Event_Time__c","Id",@campaignId)
    SET @eventLocation = Lookup("Campaign","Event_Location__c","Id",@campaignId)
    SET @eventDescription = Lookup("Campaign","Event_Description__c","Id",@campaignId)
<h1>%%=v(@eventName)=%%</h1><p>Date: %%=FormatDate(@eventDate, "MMMM d, yyyy")=%%</p><p>Time: %%=v(@eventTime)=%%</p><p>Location: %%=v(@eventLocation)=%%</p><p>Description: %%=v(@eventDescription)=%%</p>
  • Click 'Save' and 'Publish.'

Step 4: Creating the Journey
  1. Navigate to the 'Journey Builder' module.

  2. Click 'Create New Journey' and select 'Multi-Step Journey.'

  3. Give your journey a descriptive name, such as 'Dynamic Event Invite Journey with CloudPages,' and click 'Create.'

Step 5: Setting the Entry Event
  1. In the Journey Builder canvas, click 'Define Entry Event.'

  2. Select 'Campaign Member' and choose the Salesforce campaign containing the event data.

  3. Set the criteria for entry: when a contact's 'Status' equals 'Registered.'

  4. Click 'Done.'

Step 6: Building the Journey

Now, you'll add the necessary journey activities, including sending the various emails.

  1. Drag the 'Send Email' activity onto the canvas and connect it to the entry event.

  2. Click 'Select Email' and choose or create the registration confirmation email.

  3. Configure the email settings, including sender name, sender email, and subject line.

  4. In the email content, insert a link to your CloudPage using the following AMPscript syntax:

    VAR @cloudPageURL, @campaignId

    SET @campaignId = AttributeValue("CampaignId")
    SET @cloudPageURL = CloudPagesURL(YOUR_CLOUDPAGE_ID, "cid", @campaignId)

<a href="%%=v(@cloudPageURL)=%%">View Event Details</a>

Replace YOUR_CLOUDPAGE_ID with the actual ID of your CloudPage. This will create a personalized link for each recipient that displays their specific event details.

  • Click 'Done.'

Next, add a wait activity to delay the reminder email.

  1. Drag the 'Wait' activity onto the canvas and connect it to the registration confirmation email.

  2. Set the wait duration to your preferred time before the event (e.g., 1 day or 12 hours).

  3. Click 'Done.'

Now, add the reminder email.

  1. Repeat steps 1-5 from 'Building the Journey' with the reminder email content.

  2. Adjust the wait duration, if necessary, and click 'Done.'

Finally, add the post-event email.

  1. Drag another 'Wait' activity onto the canvas and connect it to the reminder email.

  2. Set the wait duration to your preferred time after the event (e.g., 1 day or a few hours).

  3. Click 'Done.'

  4. Drag another 'Send Email' activity onto the canvas and connect it to the post-event wait activity.

  5. Click 'Select Email' and choose or create the thank you for attending/sorry we missed you email.

  6. Configure the email settings and insert a link to your CloudPage as before.

  7. Click 'Done.'

Step 7: Activating the Journey

Once you're satisfied with the journey, click 'Activate' in the top-right corner. Your dynamic event invite journey with CloudPages is now live!

Congrats, you now have the knowledge how to make a dynamic event journey, with CloudPages!

Finding yourself needed some extra pair of brains? Have a quick video-call with one of the SFMC.Essentials fixers

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