Automated Upcoming Events Emails

Occasion gives you the ability to send an automated notification to your customers about upcoming events once a month.

Note: This feature is currently in beta and live for merchants upon request. Please email help@getOccasion.com to enable this for your account.


The goal of this feature is to drive more bookings by sending a personalized emails with upcoming events once a month to customers who opted-in to receive them.

When this feature is activated

  1. An "opt-in" check box to subscribe to emails is visible on all checkout pages
  2. An email is to sent to existing customers to opt-in.

Opt-in Email:

The first email sent is to all customers on this page in your Occasion. The email is sent to customers asking them to "subscribe" to a monthly update of your calendar of events. The email is sent on the very first Monday, Tuesday or Wednesday at 10am local time following the activation of this feature. 

If the customer clicks the "Subscribe" button and confirms subscription - the will see this confirmation screen.

Opt-in Checkbox on Checkout Page:

Future customers will be prompted to subscribe to upcoming events emails when they sign up for an event. The opt-in is available as a "check-box" in the "customer information" section.

Example of Upcoming Emails sent to Customers:

Customers who opt-in will receive an automated email generated with events periodically that looks something like below. Customers can click anywhere on the event to sign-up for the events. This email is sent to customer once a month on either Monday/ Tuesday/ Wednesday in the first week of a new month. The preview of this email is visible to you under Marketing > Upcoming Events Emails.

A customer can "unsubscribe" from the upcoming events emails by clicking the "unsubscribe" link in the automated email. They will not receive a notification until they re-subscribe.


Common Questions:

  1. Is the first opt-in email sent to all customers? The first opt-in email is only sent to customers who have at least booked once and haven't yet subscribed to the upcoming events emails. It also not sent to customers have received this notification in the past 30 days.
  2. How do I know the results from this feature? You can see campaign statistics by going to Marketing > Upcoming Events Email within your Occasion account.
  3. When are the event emails sent to customers? - The event emails are sent to customers on a bi-weekly to bi-monthly basis right now. We will continue to tweak the frequency of the emails based on initial feedback from merchants and engagement data from customers.
  4. What events are included in the emails sent to customers? Events have to meet these criteria to be included in the upcoming events emails to the customers.
    1. They should be "Public" events and cannot be "Private". (read more on this here)
    2. Events should still be available for registrations i.e. cannot be sold out or closed for bookings.
    3. Event date/time should be at least two days after the email is scheduled to be sent. For example, if the email is sent on July 1, the events only after July 3 will be included.
    4. Any recurring events or sessions will be excluded.
    5. Events without images will be excluded as well.
  5. How do I customize the calendar that appears when my customers click the "See Full Calendar" button? - The calendar that shows when the "See Full Calendar" button is pressed is the primary view on your Occasion account. You can customize this from the "Marketing" > "Views" page from within your Occasion account.
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