Purpose
1.2. Ensure advance notification via email, SMS, or app push when sessions approach to reduce no-shows and enhance engagement.
1.3. Automatically update calendars, attendee lists, and notify facilitators/staff about session logistics.
1.4. Automate multi-channel communication—email, SMS, mobile push—to cover all participant preferences.
1.5. Provide seamless integration with CRM, calendar, and booking systems for full automation coverage.
Trigger Conditions
2.2. Scheduled reminders set X hours/days before the educational session start time.
2.3. Last-minute event changes or cancellations trigger urgent reminders.
2.4. Automated list updates for newly registered or canceled attendees.
2.5. Repeating sessions automate recurring reminders without manual input.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API; automate sending scheduled reminders using `/Messages` endpoint with date-based triggers.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns; automate reminder emails using Marketing API’s Scheduled Send feature.
3.3. Mailchimp
• Feature/Setting: Email Automations; configure Customer Journey or Date-Based automation for educational event reminders.
3.4. Google Calendar
• Feature/Setting: Event notifications; automate reminders using Calendar API’s `reminders` object for participant pop-ups/emails.
3.5. Microsoft Outlook
• Feature/Setting: Calendar Event Triggers; automate reminders with Graph API—set automated reminder minutes before event.
3.6. Slack
• Feature/Setting: Scheduled messages; automate posting session reminders with Scheduled Messages API in dedicated channels.
3.7. Zoom
• Feature/Setting: Webinar Reminders; automate reminder emails for registrants using Meeting/ Webinar API with `reminders.enabled`.
3.8. Salesforce
• Feature/Setting: Workflow Automation; use Process Builder or Flow to send automated reminders from attendee records.
3.9. HubSpot
• Feature/Setting: Workflows; automate reminder emails for scheduled events based on CRM contact properties and ‘Event Date’ field.
3.10. Eventbrite
• Feature/Setting: Attendee Reminders; automate reminders using Event Notifications API with event and registration triggers.
3.11. Microsoft Teams
• Feature/Setting: Bot Framework; automate reminders with scheduled proactive messages using Graph API and Teams bots.
3.12. WhatsApp (via Twilio)
• Feature/Setting: Automated templates; use Twilio WhatsApp API for auto-sending reminder template messages.
3.13. AirTable
• Feature/Setting: Automations; automate sending reminders using scripting/Actions when the event date column matches criteria.
3.14. Intercom
• Feature/Setting: Series Automation; automate push or in-app reminders tied to session dates using Intercom Series automation.
3.15. ActiveCampaign
• Feature/Setting: Automation Builder; automate emails or SMS reminders using Date-based triggers and event fields.
3.16. ClickSend
• Feature/Setting: Scheduled SMS; automate text reminders using SMS API’s Schedule Message functionality.
3.17. Facebook Messenger (via Messenger API)
• Feature/Setting: Message API; automate scheduled reminders with ‘Send API’ for event participants.
3.18. Zoho CRM
• Feature/Setting: Workflow Rules; automate sending emails/SMS reminders using scheduled workflow triggers before events.
3.19. Google Sheets
• Feature/Setting: Apps Script; automate email reminders using time-driven triggers tied to dates in a registration sheet.
3.20. Calendly
• Feature/Setting: Event Reminder Emails; automate reminders using built-in notifications or webhooks for scheduled meetings.
Benefits
4.2. Automating notifications frees staff from repetitive, manual messaging.
4.3. Automatedly delivers precise, timely updates about session changes or logistics.
4.4. Multi-platform automation covers diverse attendee communication channels.
4.5. Automates attendance management and report generation.
4.6. Automator ensures consistency and reliability in outreach.
4.7. Automation scalable for frequent or large educational event schedules.
4.8. Automating reminders strengthens attendee satisfaction and overall event success.