Automated reminders and follow-ups for attendees

Purpose

1.1. Ensure all event or webinar attendees for accounting-related educational sessions receive timely, automated reminders and follow-up communications via email, SMS, or messaging platforms.
1.2. Maximize attendance, engagement, and post-event feedback collection while reducing manual coordination efforts by automating communication schedules.
1.3. Provide structured communication for confirmations, reminder intervals (e.g., 1 week, 1 day, 1 hour before), no-show follow-ups, and survey or certificate dispatch.

Trigger Conditions

2.1. Registration confirmation received in event or webinar system.
2.2. Approaching event: specified intervals before session start (configurable: days/hours/minutes).
2.3. Session concluded: time elapsed since event end.
2.4. Attendee marked as “no-show” or “attended” in the system.

Platform Variants

3.1. Twilio SMS
• Function: Send timed SMS reminders; configure 'Messages API', set triggers on event dates
3.2. SendGrid
• Feature: Automated transactional email; configure 'Marketing Campaigns' with dynamic lists
3.3. Mailchimp
• Feature: Drip campaigns; use 'Automations' based on registration and event dates
3.4. Outlook 365
• Setting: Email delivery via 'Calendar Events API'; set up auto-emails from event invites
3.5. Google Calendar
• API: 'Events.watch'; monitor/upsert attendee data, send invite/reminders
3.6. Slack
• Function: Send 'Scheduled messages' via 'Chat.scheduleMessage API' to attendee channels
3.7. Microsoft Teams
• Feature: 'Teams Bot Framework' to DM users reminders based on session calendar
3.8. Zoom
• API: 'Webinars' endpoint; schedule emails via registrant status
3.9. Eventbrite
• Function: Configure 'Attendee Reminders'; customize emails per event
3.10. Salesforce
• Setting: Workflow Rules; auto-send emails/SMS by opportunity/event status
3.11. HubSpot
• Feature: Automated workflows; event-based triggers for tasks/emails
3.12. ActiveCampaign
• Automation: 'Automations' builder; start series on registration, segment by attendee type
3.13. Zoho CRM
• Module: 'Workflow Rules' for emails/SMS to registered leads/contacts
3.14. Pipedrive
• Setting: 'Activities' auto-reminder; email templates linked to event pipelines
3.15. Intercom
• Feature: 'Series' messaging; set touchpoints for reminders and follow-ups
3.16. WhatsApp Business API
• API: Schedule templated messages to registered mobile numbers
3.17. Telegram
• Bot: Use 'sendMessage' method with scheduled delivery for reminders
3.18. ClickSend
• SMS/Email: Schedule bulk communications via 'Send API' by attendee list
3.19. Freshdesk
• Automation: 'Ticket Automations' trigger event reminders as support tickets/messages
3.20. Drip
• Feature: Campaign workflows tied to attendee tag updates
3.21. Marketo
• Program: 'Smart Campaigns' configured for event, attendee triggers
3.22. Constant Contact
• Automation: Event email reminder series tied to event registration
3.23. Calendly
• Hook: Use 'Event Scheduled' webhook to trigger external message workflows
3.24. GoToWebinar
• Feature: ‘Reminder Email' templates within scheduled webinar settings

Benefits

4.1. Drastically reduce manual work for coordinators managing follow-ups.
4.2. Increase attendee participation and engagement rates.
4.3. Standardize message delivery across channels, assuring professionalism.
4.4. Timely feedback and analytics support improved future event planning.
4.5. Minimizes risk of forgotten attendance or low response to post-event surveys.