Create an Activity touchpoint

Add an event to a campaign and take it from empty to published: type, details, dates, tickets, check-in and badge.

1 min read

Each part below has its own page with every setting. Have the event's dates and a banner image ready.

Add the Activity

  1. In Build > Touchpoints, select Add New Touchpoint.

    Touchpoints list with the Add New Touchpoint button highlighted

  2. Choose Activity.

    Create a new touchpoint window with the Activity card selected

  3. Select Create. The Activity editor opens.

    Create a new touchpoint window with the Create button highlighted

Set it up

  1. In the Slots tab, choose Check-In Only or Booking and Check-In under Event Type.

    Event Type set to Booking and Check-In, highlighted

    Choose Booking and Check-In when people reserve a place in advance. See Event types.

  2. In the General tab, upload the Banner Image.

    General tab with the uploaded pottery banner highlighted

  3. Enter the Title.

    Title field set to Kids' Pottery Workshop, highlighted

    Then add the description and location: General activity settings.

  4. In the Slots tab (not the Dates tab), set the event's dates under Dates.

    Dates section with Specific Dates chosen and the first date highlighted

    See Configure dates and slots.

  5. For a bookable event, add at least one ticket under Tickets.

    Tickets section with two tickets highlighted

    See Configure tickets.

  6. Under Check-in, choose the Check-in Method: SELF or SCAN.

    Check-in Method set to SCAN, highlighted

    A new Activity starts on SELF. Then, under Messages, write the messages attendees see: the Activity can't publish while one is empty. See Configure check-in.

  7. (Optional) In the Gamification tab, choose a badge under Badge Selection.

    Gamification tab with Badge Selection and the chosen badge highlighted

    See Add badges and rewards.

  8. Select Save.

    Activity editor footer with the Save button highlighted

Publish

A bookable event also needs an active Booking Confirmation email. Set it up first: Configure booking notifications.

  1. Select Publish.

    Campaign header with the Publish button highlighted

  2. When the window says Campaign is ready to publish!, select Publish again.

    Publish window saying the campaign is ready to publish, with the Publish button highlighted

    Only errors block publishing. Warnings and suggestions are advice.

What attendees see

Attendees open the event, pick a time, accept the terms and book. They get a confirmation with a QR code, then check in on the day.

Three phone screens: the Autumn at Lindenhall page, the Kids' Pottery Workshop page, and its description and location

Next steps

On this page

Add the ActivitySet it upPublishWhat attendees seeNext steps