Event Management and RegistrationPurpose
1.2. Automates delivery of welcome packets, contracts, schedules, technical requirements, branding guidelines, session logistics, tech checks, and FAQs.
1.3. Automatedly gathers confirmations, bios, headshots, presentations, and promotional content through seamless integrations.
1.4. Automates reminders, status tracking, and support for each onboarding stage, minimizing human intervention and errors.
Trigger Conditions
2.2. Submission of registration forms for speaking or sponsoring.
2.3. Event launches onboarding cycle based on timeline milestones.
2.4. Automated update from a linked spreadsheet or project management board.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automated Email Journeys; configure conditional journeys for confirmation, requirements, and reminders.
3.2. Salesforce
• Feature/Setting: Workflow automation with Process Builder or Flows, auto-send onboarding tasks and emails.
3.3. Microsoft Power Automate
• Feature/Setting: Event-triggered flows that detect new entries and trigger onboarding sequences.
3.4. Google Workspace
• Feature/Setting: Apps Script automation to send Google Docs, Forms, and Calendar invites to new speakers/sponsors.
3.5. Zendesk
• Feature/Setting: Automates onboarding support tickets and knowledge base articles for speakers/sponsors.
3.6. Airtable
• Feature/Setting: Automator triggers and automated email sends based on new rows and status fields.
3.7. Asana
• Feature/Setting: Rules automation to auto-assign onboarding tasks and deadlines.
3.8. HubSpot
• Feature/Setting: Sequences and workflows for automating drip emails and data capture from onboardees.
3.9. Slack
• Feature/Setting: Workflow Builder automates channel invitations and direct message onboarding flows.
3.10. DocuSign
• Feature/Setting: Automated contract sending and digital signature reminders via API triggers.
3.11. Trello
• Feature/Setting: Butler rules to generate checklist items and send reminders for onboarding milestones.
3.12. Twilio SMS
• Feature/Setting: Automated SMS notifications and reminders for key onboarding dates and calls to action.
3.13. Zoho CRM
• Feature/Setting: Blueprint automation to manage onboarding status and auto-send tasks/emails.
3.14. SendGrid
• Feature/Setting: Automated transactional and marketing onboarding emails via Automation API.
3.15. SurveyMonkey
• Feature/Setting: Automated survey invitations and results integration upon status changes.
3.16. Monday.com
• Feature/Setting: Automations for onboardee status updates and automated notifications.
3.17. Calendly
• Feature/Setting: Automated scheduling links integrated into onboarding messages.
3.18. Dropbox
• Feature/Setting: Automates sharing onboarding folders with required docs and agreements.
3.19. Pipedrive
• Feature/Setting: Automations and API workflows for stepwise onboarding tracking.
3.20. Google Drive
• Feature/Setting: Automated creation and sharing of folders or individual onboarding files.
3.21. Eventbrite
• Feature/Setting: API triggers for onboarding steps after ticket/slot confirmation.
3.22. Microsoft Teams
• Feature/Setting: Automated channel setup and resource sharing through Power Automate flows.
Benefits
4.2. Guarantees timely, consistent onboarding experience for all speakers and sponsors.
4.3. Automated reminders minimize missed deadlines and enhance engagement.
4.4. Enhances data capture and compliance automatically, supporting reporting and audit needs.
4.5. Speeds up onboarding cycles, enabling faster event execution.
4.6. Improves participant satisfaction via personalized and automatedly accurate information.