Purpose: The Event Start Date action lets you set a specific date and time as the reference point for future workflow actions in your dance studio management. This is particularly useful for pausing or triggering tasks like class follow-up announcements, reminders for recital rehearsals, or scheduling seasonal promotions in your studio.
How It Helps Your Studio: You can automate reminders and follow-up communications based on important dance class dates (like the start of a new session or event) or special studio events. This ensures that parents and students are kept in the loop about class schedules or upcoming recitals.
Definition: The label or title you assign to this action in your workflow.
Example for Studios: Name this action "Start Time for Ballet Class" or "Recital Start Date" to reflect the event being scheduled.
Definition: The Event Start Date action allows you to set a specific date, time, or a value from a custom field as the trigger for later actions.
Usage in a Studio Setting: Use this to automate follow-ups based on specific class times or event dates. For instance, once a dance class or rehearsal begins, you can trigger notifications or schedule subsequent reminders.
The Event Start Date action offers three configuration types:
Specific Day:
Choose this option if you want to trigger actions on a recurring day.
Use in the Dance Studio: Set a recurring reminder every first Saturday of the month for a parent information session or a monthly dance workshop.
Specific Date/Time:
Use this type to designate an exact date and time.
Use in the Dance Studio: Schedule a one-time event such as a special dance recital by selecting the precise date and time (e.g., May 15, 2024, at 6:00 PM).
Custom Field:
This type pulls the date from a custom field you’ve pre-set in your system.
Use in the Dance Studio: Automatically use the date from a custom field like "Class Registration Date" to trigger follow-up communications, ensuring that parents and students get timely updates about class schedules or practice sessions.
Enter a Descriptive Name:
Examples: "Start Time for Hip-Hop Class" or "Dance Recital Kickoff"
Choose a Type:
Use the following options according to your needs:
Specific Day
Specific Date/Time
Custom Field
Select Custom Field (if applicable):
If you choose the Custom Field type, select the appropriate custom field that stores the event’s date.
Select Date (if applicable):
If using the Specific Date/Time option, pick the date and time from the calendar picker.
Select Current Day of Month/Week (if applicable):
For the Specific Day option, choose whether the event is based on the current day of the month or week.
Action Name:
Mandatory, serves as the title for the action.
Type:
Mandatory, choose between Specific Day, Specific Date/Time, or Custom Field.
Select Custom Field:
Available for Custom Field type; picks a custom date field.
Select Date:
Available for Specific Date/Time type; use the calendar picker to choose a date and time.
Current Day of Month/Week:
Available for Specific Day type; lets you choose a recurring day-based trigger.
Specific Date/Time Example:
Use Case: Schedule a follow-up email one week after a dance recital held on a specific date.
Setup: Select the recital date (e.g., September 14, 2024, at 6:00 PM) to set this as the starting point for subsequent communications.
Custom Field Example:
Use Case: Automate reminders for a dance class based on the class registration date stored in Enrollio.
Setup: Choose the custom field "Class Registration Date" so that follow-up emails or notifications are sent based on that date.
Specific Day Example:
Use Case: For recurring events like weekly dance workshops, set reminders that always trigger on the same day of the week.
Setup: Select "Current Day of Week" to trigger notifications every Wednesday, ensuring parents consistently receive reminders for these sessions.
Date Format:
Ensure that the date and time are entered in the correct format (e.g., MM-DD-YYYY HH) to avoid errors in your workflow timing.
Use Cases:
Ideal for automating reminders, follow-ups, and any tasks that depend on a specific timing—such as triggering event invitations, class reminders, and promotional announcements based on studio events.
Triggering Other Actions:
Combine this action with Wait events in Enrollio to delay subsequent actions until the specified event time. This integration ensures that all follow-up tasks, like sending out a post-class survey or a recital invitation, occur on time.
This tailored guide should help you effectively manage timed events in your dance studio using Enrollio, ensuring that your communications and follow-ups hit the right note every time. Happy dancing and smooth scheduling ahead!
