CRM: Event Generators

What is an Event Generator?

An Event Generator is a pre-configured set of Events you can create. This allows you to quickly assign a set of Events while creating a new Contact.

How do I create an Event Generator?

Navigate to CRM > Events.

Click Event Generators in the top navigation menu bar, and click the +Add Event Generator button.

Give your Event Generator a Title, then click the Add button.

You will then be redirected to that Event Generator's details page. This is where you can begin creating the Events that will be assigned when the Event Generator is triggered.

Click the +Add Event to Generator button. This button will be named with the title you named the Generator.

A modal will appear with fields to fill out.

These fields are very similar to creating a normal Event, with a few differences.

CLICK HERE to learn how to create an Event

Schedule This: Instead of selecting a static date, you can specify how many days or weeks afterwards you would like to schedule the Event once the Event Generator has been triggered.

Schedule Time: Choose a time of day, and use the dropdown menu to select either the Contact's Time Zone or choose a static one from the list.


Where can I assign Event Generators?

You can assign an Event Generators while manually creating a new Contact, or with a Kickoff Form.

Manually Add Contact

Navigate to CRM > Contacts, and click the +Add Contact button.

CLICK HERE to learn about creating Contacts

This option will appear regardless of the selected Role.

CRM Kickoff Form

Navigate to Forms and click the +Create Form button. When prompted, select Kickoff Form.

CLICK HERE to learn about Kickoff Forms

The dropdown menu will appear when you set the Role as a Prospect or Client.

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