Fans don’t need to wait for broadcasts to be sent manually to hear from you - Automated Broadcasts can be used once certain criteria have been met.

Automated Broadcasts are sent using triggers chosen by you. These triggers include:

To start, head to:

Now select ‘+ New Automation’ in the top right of the window.

You’ll be prompted to select the action, any relevant tags or poll answers and the broadcast channel.

Broadcast channels include:

The available channels will filter based on the trigger type selected - Has a birthday cannot be used with Instagram DMs, for example.

Gets a tag is a trigger type that listens for tags being assigned to fans.

Once the Gets a tag tab has been selected, you can choose the tag that will trigger the automation. This can be done by:

Once the trigger tag has been selected, choose your broadcast channel.

Each landing page has a unique tag that can be found in the Config tab in the landing page builder. This tag is added to a fan once they have signed up via that page.

Landing page tags can be used as part of the automation trigger by adding them to the Gets a tag trigger field.

Openstage has a number of system tags that are assigned to fans after an action has been taken.

Here is a breakdown of these tags and when they are assigned to fans:

Additionally, Openstage has system tags for merch integrations. These tags are derived from the merch integration plus welcome. For example:

These tags are assigned when a fan purchases an item from the connected store for the first time since the store was integrated or have been pulled through from a historical sync or transactions.

Answers a poll is a trigger type that listens for a selected poll answer on a landing page being chosen by fans.

Once the Answering a poll tab has been selected, you can choose the poll answer that triggers the automation from the drop-down menu.

Finally, select your broadcast channel.

Openstage can send email or SMS broadcasts to fans that have left items in their Shopify cart without a purchase.

Once the Abandoned Shopify cart tab has been selected, all you need to do is select your broadcast channel.

The automation will fire 10 hours after a fan has left items in their cart at checkout.

Openstage can send email or SMS broadcasts to fans on their birthday.

Once the Has a birthday tab has been selected, all you need to do is select your broadcast channel.

The automation will fire for fans that have a birthday on the current date.

Openstage can send Instagram DMs to fans that have commented on your Instagram posts or after sending you a DM on Instagram.

For more on Instagram DMs, see our full article!

Once a trigger type and channel have been selected, you’ll see the Details tab.

The Details tab shows the current status of the automation and provides options for adjusting various aspects of your automation before activating it.

The details tab always displays options for:

Email, SMS and pre-save automations also have the option for delaying a broadcast by a number of days, hours or minutes.

The lower portion of the Details tab provides information about the configuration of your automated broadcast.

This information includes:

Here you will also find a list of URLs that appear in your automated broadcast that have been clicked by fans. A list if these fans can be found by clicking 'View fans.'

The very bottom of the Details tab provides an overview of fans that will be targeted by your automation based on your Target audience filters.

Automations can be cloned by selecting 'Clone' in the Actions menu when looking at your list of automations, or by selecting 'Clone' on the Details tab.

Automations that have been previously activated cannot be deleted. Only draft automations can be deleted.

The Content tab is where you can alter the messaging of your automated broadcast.

For more on building content, check out our articles on:

The Content tab changes depending on the channel you have selected. Email automations can utilise any templates you may have built.

Here you can send yourself a test email/SMS and check the spam score for email broadcasts.

The Target audience tab is where you can add filters and segment the fans that should receive your automated broadcast.

This filter behaves the same way as our audience builder, providing a great deal of control over the target audience for your automations.

Once your happy with your chosen trigger, channel and messaging, it's time to activate your automation.

In order to start listening for triggers, your automations MUST be activated.

The 'Activate' button appears in the upper left of the Details tab.

If you do not see the 'Activate' button, it may be that you still need to add content, or populate empty fields. These required actions will be highlighted in red.

Automations that have reached their end date will display a 'Complete' status in place of the 'Activate' button.

Active automations can be disabled by clicking the 'Disable' button underneath the automation status.

Disabled automations can be reactivated at any time.

The Performance tab displays broadcast metrics for your automation.

For more on broadcast metrics, check out our article.

Your SMS billing portal MUST be topped up before automated SMS broadcasts can be sent.

For more on topping up SMS credit, see our article.