How do materials get added to events automatically?

Some materials belong to certain events every time, for example, a specific invitation template for a particular event format, or a brochure that should accompany any event about a given product. Rather than relying on the event organizer to remember and add them each time, business admins can set up rules that make the right materials available automatically. This keeps events consistent and saves end users a step.

There are a few ways to target which events a catalog applies to:

• Event rules – These make material available based on properties of the event itself, for example, by country
• Topic material rules – Associate material with a specific event topic
• Product material rules – Associate material with a specific product

Business admins can establish these rules in the Event Rules section of an Event Configuration. A catalog can even be tied to a specific product-and-topic combination by creating both types of rules.

Materials are only assigned automatically when its status is approved. Catalogs that are still being prepared (staged) or are no longer in use (expired) are skipped, so events never pick up materials that aren't ready.

For example, Sarah's admin team wants every event about Cholecap to include the product's standard brochure. They create a product material rule linking the Cholecap brochure catalog to the product. From then on, whenever Sarah opens a Cholecap event, that brochure is already waiting in her Event Materials — no manual step required.