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Then you will schedule the automated campaign which will launch the invitations to your contacts and make the appropriate reminders on the non-answered invitations.
Step 1. Create the custom fields you'll need for the planning of your convention
1.Go to the Parameters 
and click on Settings.
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Create a list of all leads who will be invited to your convention. You can either create an empty listto add specific leads, import a list of leads,or you can create a filtered listbased on specific criteria. The filtered list will serve as a reminder to the guests who have not responded to the original invitation.
Create a filtered list
You must create a filtered list including all the leads who will have registered for your convention.
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11. Click on the List Management tab and then Click then click on Add.
12. Choose the option Create a filtered list.
13. Name this list, for example, Registrations for convention XYZ
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Create an empty list
1. Go to the Leads menu - Leads/Customers
2. Click on the List Management tab
3. Choose "Add"
4. Choose the option Create an empty list
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Do the same for Registration Changesand Registration Cancellations.
Step 6. Create five automated campaigns (invitation, reminder, confirmation, amendment, cancellation) to interact with your leads at specific times during their subscription process for the convention.
Create an invitation campaign
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- Name the campaign Invitation and select the list List of the people who will receive this invitation.
- Click on Next
- Navigate to the Automation tab, drag the activity Send email (X) to the left and insert the invitation email created in the previous step.
Create a reminder campaign
- In the campaigns Campaigns menu, click on Configure automation campaign
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The screen below appears.
- Select Select Lists.
- Select the filtered list created in the previous step (the one grouping the leads registered for the XYZ convention.
- Select the filtered list of the participants who have responded. (do we choose 2 lists?)
- Click on Next.
- Navigate to the Automation tab.
- Under the Decisions / Lead folder,select Lead member of list (x).:
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- Select the Automation tab.
- In the Activities folder, select Add to the list (x)and drag this activity to the left.
- Select the empty list of Leads having completed the formcreated earlier.
- Drag and drop the activity Send email (Xx) to the left.
- Select the email confirming the registrationcreated in the previous step.
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If you want to receive an alert when a new lead confirms his registration for the convention, add the activity Send alert {y} to {x} following the automation. Enter the email address where to send the alert and select the alert email created earlier in the type of alert field.
Create a campaign that will confirm the modification for a registration already sent
- In the Campaigns menu, click on Configure automation campaign
- Click Add.
- Name * the campaign campaign, for example, Confirmation of Modification for the Convention.
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- Choose the condition Is.
- Select the Modification convention form Convention Registration Modification formcreated in the previous step.
- Click Next.
- Select the Automation tab.
- In the Activities folder, select Add to list (x) and drag this activity to the left.
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- You can also send an alert to the person in charge or to the assigned sales representative. Add the activity Send alert (X) alert {y} to {x} following the automation. Select Select the previously created alert email.
Create a campaign that will confirm the cancellation of a registration already sent.
- In the Campaigns menu, click on Configure automation campaign
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- In the Activities folder, select Add to list (x) and drag this activity to the left.
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- Drag and drop the activity Send email (X) to (Y) to the left.
- Select the email confirming the Cancellation Request for a registration created in the previous step.
- You can also send an alert to the person in charge or to the assigned sales representative. Add the activity Send alert (X) alert {y} to {x} following the automation. Select the previously created alert email.
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