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Speaker and sponsor communication workflows

Purpose

1. Automate bidirectional communication and coordination between event organizers, speakers, and sponsors, including invitations, confirmations, reminders, document collection, feedback, and follow-ups.

2. Centralize message delivery, track response status, and manage scheduling requests, logistics, and supporting material submissions.

3. Ensure regulatory compliance, time zone management, and contact preference customization for each stakeholder.

4. Archive all communications, provide real-time notification for the organizing team, and integrate sponsor promotional assets into event collateral.


Trigger Conditions

1. New event or session created for association conference or meeting.

2. Speaker or sponsor added or updated in event database.

3. Registration or acceptance status changes for speakers/sponsors.

4. Key event milestones (e.g., 30 days pre-event, week of event, post-event).

5. Uploaded documents or submitted forms by speakers/sponsors.

6. Organizer requests status update or feedback from stakeholders.


Platform Variants


1. Twilio SMS

  • Feature/Setting: SMS API for instant confirmations, reminders; configure Messaging Service SID, sender, event-specific templates.

2. SendGrid

  • Feature/Setting: Transactional Email API for personalized invites and updates; configure dynamic templates, webhooks for response tracking.

3. Slack

  • Feature/Setting: Incoming Webhooks for direct stakeholder notifications; configure dedicated channels for each event/speaker/sponsor.

4. Microsoft Teams

  • Feature/Setting: Graph API to send and monitor chat/messages; integrations with calendar and event channels.

5. Zoom

  • Feature/Setting: Meeting creation/registration API; auto-send invites, collect RSVP responses via email/webhook callbacks.

6. Google Calendar

  • Feature/Setting: Calendar Events API to dispatch automated session slots, confirmations, and update rescheduling.

7. Outlook (Microsoft 365)

  • Feature/Setting: Mail/Calendar API to automate invitation, confirmation, and reminder email tasks; track attendee status.

8. DocuSign

  • Feature/Setting: eSignature API for automated document collection from speakers/sponsors; configure envelope templates and callback events.

9. HubSpot

  • Feature/Setting: Workflows API for contact management, automated pipelines, and sequences for stakeholder outreach/follow-up.

10. Salesforce

  • Feature/Setting: Process Builder to automate invites, status update logging, and sponsor engagement sequences.

11. Mailchimp

  • Feature/Setting: Campaigns API for event-specific mailing lists, segmenting sponsor and speaker groups with pre/post reminders.

12. Eventbrite

  • Feature/Setting: Webhooks API to trigger communications on ticketing or session RSVPs; sync attendee and sponsor details.

13. Airtable

  • Feature/Setting: Automations to update speaker/sponsor status fields, auto-email triggers based on table updates.

14. PandaDoc

  • Feature/Setting: Document automation API for collecting bios, photos, presentations with instant confirmation to submitters.

15. Zoho CRM

  • Feature/Setting: Blueprint/Workflow Rules to manage communication trails and follow-up flags for each stakeholder.

16. Typeform

  • Feature/Setting: Webhook integration to auto-notify on form completion for speaker/sponsor data capture.

17. Notion

  • Feature/Setting: Database Automations for logging contact, task progress, automating speaker/sponsor notification workflows.

18. WhatsApp Business API

  • Feature/Setting: Messaging API for direct event reminders, confirmations, and logistics to mobile users.

19. Google Forms

  • Feature/Setting: Form submission triggers for instant resource requests or status updates emailed to organizers.

20. Dropbox

  • Feature/Setting: API webhooks for document submission notifications and material collection confirmation messages.

21. Trello

  • Feature/Setting: Power-Ups for auto-creating cards on communication milestones, emails, or confirmation receipt.

22. Asana

  • Feature/Setting: Rules to auto-update tasks or generate reminders upon communication or document receipt.

23. Monday.com

  • Feature/Setting: Automations API for stakeholder status changes, automated check-ins, and document workflows.

Benefits

1. Eliminates manual communication delays and errors, ensuring timely stakeholder engagement.

2. Standardizes stakeholder experience across channels and reduces administrative workload.

3. Provides accountability and transparency, with audit logs and tracked responses.

4. Enables quick scaling to handle higher event volume or multiple associations.

5. Improves regulatory compliance for communication archiving, opt-outs, and data privacy.

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