Scenarios for webinar and event reminders

In this tutorial, let's look at two basic scenarios for automating webinar mailings:

  • simple - with one email;
  • advanced - with several emails, including checking contact's registration time to ensure that each email is sent in a timely and correct manner.

Sending one email before the webinar starts

Let's consider the simplest option - sending one reminder email a certain time before the webinar starts. The scenario would look like this:

Step 1. The scenario will start with an API request block (Starting Blocks → API) - this request should be sent to enKod from the website when the user registers for the webinar. The request will contain scenario fields, which will pass the necessary information about the event. The request body usually looks like this:

{
  "email": "email@gmail.com",
  "scenarioFields": {
    "name": "Webinar's name",
    "date_webinar": "Date corresponding to the format from the documentation"
  }
}
  • Transmit contact ID - email (or phone if you want to send SMS);

Important! The contact must be in the enKod contact database.

  • In the name parameter (you can give it another name as you like) the name of the webinar is passed in order to display it in the email. You can add any other required parameters (e.g. speaker, webinar link, etc.) in the same way;
  • In the date_webinar (can be named by any other name you like) you need to pass the start date of the webinar;

All parameters must be created in advance inside the scenario wizard (as scenario fields) and assigned the appropriate data type to them. These changes are made in the section Mailings → Scenarios → Scenario Wizard → Scenario Fields

Step 2. Add the main block “Distribution” → “Scenario field distribution”. Select the script field “date_webinar” and a condition, for example, to weed out contacts that registered later than 1 hour before the webinar (condition “Will happen in more than 1 hour”).

Step 3. Add a main “Pause” block, where the contact will stay until a certain time (for example, until there is 1 hour left before the webinar).

If you pass in the webinar date field past date then the contact will instantly pass the pause block and move on to sending the email.
• If you do not register users for the webinar after it has started, this will not happen.
• If this is possible in your case and you do not use the distribution block (to weed out contacts who register later than planned), you can use the method abort() in the message code to prevent such an email from being sent: to do this, you need to additionally pass in your API-request the date of the user registration for the webinar and compare it with the date of the webinar - if it is later than that, then abort() the email.

Step 4. In this step, you need to send an email to the contact:

  • you can do it using the “Sending message” block. In this case, the contact should be previously subscribed to at least one mailing group of the selected channel
  • an alternative option is the “API request” block if you need to send a transactional email. This requires creating this letter in the platform and passing scenario fields as snippets in the API-request.

In the sent email you will need to configure dynamic content, so that the scenario fields are inserted into the message body.

Step 5. The final step is the “Finish” block or you can configure a continuation if needed.

For example, if you have webinars, after which you need to send an email to the user with the subject “How did you like the webinar?”. Then you can add a boolean field to the original API-request isAskAfterwhere you can pass true if you need to send this letter, and make the distribution to the branch with the sending of this letter (with the help of the main block “Distribution”).

Sending two or more emails before the webinar starts

The concept remains the same, only now you need to send 3 emails before the webinar starts:

  • the first one - 24 hours in advance,
  • the second one - 1 hour in advance,
  • the third - 15 minutes in advance.

In this variant of the webinars scenario, it is important to take into account cases when the user registered later than one email, but earlier than another. For example, 3 hours before the start: in this case, we should not send him the first email, which goes 24 hours before. This requires:

  • in the initial API-request pass the start date of the webinar (date_webinar),
  • for each time the message is sent, add an appropriate distribution condition for the scenario field (e.g., will occur in more than 24 hours)

Important! If there are several conditions in the “Distribution” block:

  • “Will happen in more than in”, then these conditions should be arranged from greater to lesser (e.g. in 24 hours, in 18 hours, etc.),
  • “Will happen in less than in”, then these conditions should be arranged in reverse order - from less to more

.

  • before sending each of the messages - place a pause block with the corresponding time (wait until the date in the scenario field happens in 24 hours, 1 hour and 15 minutes)
Last modified: 2025.08.28 12:53 by Elizaveta Ivannikova