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Conversion: activate people on your event waitlist

Business-to-business (B2B) companies often need to track and drive growth across both individual users of their product and non-people entities like the company they work for or webinars they want to attend. In Customer.io, objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or course itinerary. help you do this.

For this recipe, imagine you work at a design platform, Sketcher.io, which offers graphic design and product design tools. Users can sign up for events so that they’re notified when registration opens. Specifically, they can sign up for Webinars, which will be a type of object in the workspace. You want to drive registration for webinars by capturing a waitlist of people interested in the event and letting them know when registration opens.

To accomplish this, we’ll create a campaign triggered by a webinar becoming available for registration. And the audience will be people who acquired a relationshipThe connection between an object and a person in your workspace. You can trigger campaigns based on relationships. Relationships also have attributes you can reference using liquid. to this webinar by signing up for the waitlist.

Prerequisites

• Access to create campaignsCampaigns are automated workflows that send people messages and perform other actions when people meet certain criteria.
• Integrate non-people data as objects and relationships in your workspace

Set up objects and relationships

In this example, the workspace includes Webinar objects and we track people’s registration status on their relationshipsThe connection between an object and a person in your workspace. You can trigger campaigns based on relationships. Relationships also have attributes you can reference using liquid. to these webinars.

If you’re not yet integrated but want to test this out, you can import objects and relationships via CSV.

Create a campaign to announce registration for events

1. Go to Campaigns and click Create Campaign.
2. Enter a name, like “Webinar is Ready for Registration.” If helpful, add a description so other team members can understand the campaign at a glance. Click Create Campaign.
3. Set the trigger - click the Webinars filter then choose Webinar updated. On our webinar objects, we saved several attributes, including allow_registration. This indicates whether people will be able to sign up for the webinar. Set this equal to true for the trigger.
4. For Audience, select Certain people in the webinar. Then specify that you want people with the relationship attribute waiting_list equal to true. This is a relationship attribute we imported with our CSVs too.
5. On campaign Settings, send your message to people with the appropriate subscription preference.
6. On the Goal step, consider what should cause people to convert. In this example, we’ll say people convert when they perform the eventSomething that a person in your workspace did. Events can trigger campaigns, add people to segments, etc. You can access event properties in liquid with {{event.<property>}} webinar_registration within 1 week of being sent any delivery from this campaign.
7. Next, drag an Email into your Workflow. Click the email then Add Content.
8. You can create an email from scratch or from an existing email. Here’s an example of one you could make! It encourages people to register for the webinar they wanted to be notified about and reminds them of other webinars.

   

   And here’s the liquid that powers this!

   

   You can copy the text and liquid below!

   Hey {{customer.first_name}},
   
   Great news! The webinar you’ve been waiting for, {{trigger.webinar.name}}, is now open for registration.
   
   It will be held {{trigger.webinar.scheduled_date | date: "%A, %B %d at %H:%M"}} —secure your spot today before it fills up, we'll be talking all about {{trigger.webinar.description | downcase}}
   
   {% if objects.webinars.size > 1 %}You're also already on the waiting list for these upcoming webinars!:{% for webinar in objects.webinars %}
   
   {{webinar.name}} - {{webinar.description}} - {{webinar.scheduled_date | date: " %b %d, %H:%M"}}
   
   {%endfor%}{%endif%}
   
   See you there, fellow Sketcher! 
   
   Thank You for Choosing Sketcher.io
   
   We’re so grateful to have you as part of the Sketcher.io community. Stay tuned for more exciting updates coming soon!
   

   You could also create an in-app message to promote the same event on your website!
9. Click Save then Back to Workflow.
10. Click the email again and set the email to Send automatically.
11. On the Review step, check your settings then click Start Campaign when you’re ready!