Events and Education AutomationPurpose
1.2. Automate attendee notification, roster creation, contact data entry, and reminders.
1.3. Facilitate automated communication in Parks & Gardens for educational programs, tour bookings, and workshop management.
1.4. Ensure automated tracking and reporting of signups for capacity, waitlists, and resource planning.
Trigger Conditions
2.2. Automate on payment completion (if applicable).
2.3. Automate on new entry in event management database.
2.4. Automate when an event reaches capacity (confirmation + waitlist alerts).
2.5. Automate on manual staff enrolment via CRM.
Platform Variants
• Feature/Setting: Use SMS API to automate sending confirmation messages; configure Sender ID and template text.
3.2. SendGrid
• Feature/Setting: Automate transactional emails via Send Email v3 API; set dynamic templates for event/class details.
3.3. Slack
• Feature/Setting: Automate internal alerts using Incoming Webhooks; set channels for staff notifications.
3.4. Google Sheets
• Feature/Setting: Automate logging confirmed registrations using Sheets API; new row per attendee.
3.5. HubSpot
• Feature/Setting: Automate contact workflow in Marketing > Automation; trigger email on registration.
3.6. Salesforce
• Feature/Setting: Automate record creation and workflow in Process Builder; configure actions for confirmation email/SMS.
3.7. Zoom
• Feature/Setting: Automate meeting registration using Meeting Create/Registrant APIs; send automated confirmation.
3.8. Microsoft Teams
• Feature/Setting: Automate notification using Teams Connector; send automated messages to channels/groups.
3.9. Constant Contact
• Feature/Setting: Automate campaign email via Email API on list addition; set template for event confirmations.
3.10. Eventbrite
• Feature/Setting: Automate confirmation through Event API webhooks; connect to customized registration emails.
3.11. Mailchimp
• Feature/Setting: Automate audience-based triggers using Automations feature; send event-specific confirmations.
3.12. Zoho CRM
• Feature/Setting: Automate workflow rules to send emails/SMS on new registration leads.
3.13. Airtable
• Feature/Setting: Automate record creation with Airtable Automations; email trigger on new submission.
3.14. WhatsApp Business API
• Feature/Setting: Automate messaging through Send Message endpoint; configure template for registration confirmation.
3.15. Typeform
• Feature/Setting: Automate webhook on form submission; integrate with third-party mail or SMS for confirmation.
3.16. Microsoft Outlook
• Feature/Setting: Automate calendar invite and confirmation using Graph API; set attendee email, auto-send.
3.17. Freshdesk
• Feature/Setting: Automate ticket creation for each registration; auto-send acknowledgement.
3.18. Google Calendar
• Feature/Setting: Automate event creation and invitations using Calendar Events API; configure attendee emails.
3.19. SurveyMonkey
• Feature/Setting: Automate follow-up surveys triggered by confirmed registration using Webhooks.
3.20. Shopify
• Feature/Setting: Automate order confirmation email flow for paid workshops via Shopify Flow or API.
3.21. Stripe
• Feature/Setting: Automate payment confirmation emails using Webhooks on invoice.paid trigger.
3.22. Trello
• Feature/Setting: Automate card creation per registration; set automated labels/checklists for session management.
Benefits
4.2. Automates attendee communication, reducing staff effort and error risk.
4.3. Automatedly synchronizes event rosters and logistics.
4.4. Automating workflows allows scalable management of high-volume events.
4.5. Automation enables audit trails and real-time data for management.
4.6. Automator ensures compliance with notification/ticketing needs.
4.7. Automatable flows improve attendee satisfaction and reduce abandoned registrations.