Advocacy & Communication AutomationPurpose
1.2. Ensure participants receive all relevant event details (location, time, agenda), logistical info (parking, accessibility), and encourage attendance and engagement.
1.3. Reduce manual workload, eliminate human errors, and maintain clear, professional communication with supporters, volunteers, and registrants.
1.4. Support compliance by recording opt-ins/opt-outs and ensuring message documentation for regulatory needs.
Trigger Conditions
2.2. Upcoming event date/time approaches preset interval (e.g., 3 days before, 24 hours before).
2.3. Manual trigger by coordinator for special reminders (e.g., weather updates, schedule changes).
2.4. Status changes (e.g., confirmed, waitlisted, cancelled) on event or registration.
Platform Variants
• Feature/Setting: API: Send SMS Reminder (POST /Messages) — configure sender ID, set message body with event metadata, schedule delivery.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API — create segmented contact lists for registrants, design transactional confirmation templates, trigger send via event webhook.
3.3. Mailchimp
• Feature/Setting: Automation Journeys — add registrants to specific audience list, build multi-step reminder workflow with email templates and dynamic event variables.
3.4. Google Calendar API
• Feature/Setting: Events.insert — push calendar invite on registration, set email/SMS reminders with timings customized per event type.
3.5. Outlook/Office 365
• Feature/Setting: Event Scheduler API — autogenerate Outlook event, attach reminders, send confirmation emails.
3.6. Salesforce
• Feature/Setting: Process Builder/Workflow — trigger email/SMS via native or integrated communication app on record creation/update.
3.7. HubSpot
• Feature/Setting: Workflows — trigger event confirmation and reminder sequences; personalize content using contact properties.
3.8. ActiveCampaign
• Feature/Setting: Automations — send registration confirmation, sequence reminders, apply tags for tracking engagement.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules — generate tasks, send confirmation/reminder emails, SMS via integrated service like Twilio.
3.10. Eventbrite
• Feature/Setting: Webhooks/API — post to custom webhook or send automated emails upon registration or schedule reminders.
3.11. Slack
• Feature/Setting: Reminders API/chat.postMessage — send direct event messages or reminders to volunteers via channels/DMs.
3.12. Microsoft Teams
• Feature/Setting: Scheduling API/Bots — automate team or individual notifications ahead of meetings or events.
3.13. Zoom
• Feature/Setting: Webinar Registration API — auto-send registration confirmation, schedule pre-event reminder emails.
3.14. Shopify
• Feature/Setting: Notification API — send event-related or fundraising sale confirmations and reminders to buyers.
3.15. Facebook Messenger
• Feature/Setting: Send API — automate event invites, reminders, confirmations, and updates via Messenger chatbot.
3.16. WhatsApp Business API
• Feature/Setting: Message Templates — dispatch pre-approved event confirmations, reminders, and follow-up messages.
3.17. Calendly
• Feature/Setting: Event Types & Workflows — auto-send email/SMS confirmations and reminders upon signup.
3.18. Typeform
• Feature/Setting: Webhooks/Notifications — trigger on form submission, send custom confirmation/reminder emails.
3.19. Zapier
• Feature/Setting: Multi-step Zaps — link registration trigger with email/SMS app to dispatch reminders and confirmations.
3.20. Airtable
• Feature/Setting: Automations — on new or updated event signup record, trigger email or SMS via connected provider.
Benefits
4.2. Elevates engagement and reduces event no-shows.
4.3. Frees up staff for higher-value tasks by eliminating manual messaging.
4.4. Tracks communication delivery and participant responses for reporting and compliance needs.
4.5. Seamlessly integrates with CRM, calendars, and team collaboration tools to maintain holistic event intelligence.