SMS is an excellent way to remind people about upcoming, time-sensitive events.
We developed Roezan Custom Events to help automate this, allowing you to send out customized confirmation messages as well as time-based reminders.
Custom Event SMS Reminders
You can set up custom event reminders for any app or event.
(Note: If you're using Zoom webinars, see our native Zoom Webinar Integration)
How it works:
You'll set up a new event, then customize the reminders based on the event launch time. The event is connected to a Roezan "list" and whoever is added to the list will receive the notifications.
Create A List For Your Event
First, create a new list for your event specifically. This is where the registrants will go.
Go to Roezan > Lists and create a list. Name it something related to the event:
Create A Custom Event
Create a new Custom Event by going to Events and selecting the "create a custom event" button
Fill out the details of the event and select the list you just created. Anyone who joins this list will begin to receive notifications for this event.
If you have a universal join link for the webinar, you can use the Webinar Join URL field, but it's not required.
Create Your Event Confirmation + Reminders
Next, click the "Edit Reminders" to set up and edit the event notifications.
Here you can set 2 types of reminders.
1. Welcome Message (Registration Confirmation):
This message will be sent immediately when someone joins the connected list.
Note: If there were contacts on the list prior to activating the welcome message, they will not receive this welcome message. The welcome message will only go out to contacts added to the list after the message is activated.
2. Time-based reminders:
These reminders are sent to anyone on the list depending on the event time.
You can set up as many reminders as you'd like, but 1 day, 1 hour, and "starting now!" (sent 5-10 min early) is a good starting point.
NOTE: The "starting now" (or "we're starting in a few minutes") text likely the most important as it gets people to take immediate action. You'll want to send this out 5-10 min early.
Creating Reminders
You can create reminders however you'd like, and customize them with merge tags (for example the firstname merge tag).
You can also use our build in link shortener by clicking the "insert link" button to add a link to your message that will be auto-shortened.
NOTE: To maximize deliverability make sure to check our carrier filtering playbook. Typically not a big problem but this can help by following some simple suggestions!
Preview & Test Reminders
You can easily preview and test your event reminders in Roezan.
Turn The SMS Reminders On
Lastly, when you're ready, make sure the event reminders are turned on both individually and also on the main event page.
Individually on event details page:
Event reminder page:
You're all set!
Add In Contacts To The Event Reminders List
The only thing left to do is add people to the list.
Whenever someone is added to the list, they will receive the event notifications.
You can add contacts to a Roezan list in many ways, the most popular being Zapier (as it can connect it to whatever tools you have).
Here is a help article on importing contacts
Need Any Help?
If you need any help getting your event setup or reminders, feel free to contact our support or even book a call with us: https://www.roezan.com/meet