Purpose
1. Automatedly initiates, schedules, and manages invitations for events/webinars targeting wholesale furniture clients.
2. Automates segmentation, multi-channel outreach, RSVP collection, and updates.
3. Enables automated reminders, follow-ups, and post-event feedback for analytics.
4. Centralizes interaction tracking and integrates webinar platforms, CRM, and marketing analytics for streamlined event automation.
Trigger Conditions
1. New event/webinar scheduled on calendar (e.g., Google Calendar API event creation).
2. Marketing decides a campaign launch date (e.g., HubSpot Deal Stage API change).
3. Contact list update from CRM (Salesforce Updated Contact trigger).
4. Response received via RSVP forms (Typeform Response Submitted event).
5. Social post or ad campaign launch (Facebook Lead Ad Form Submit event).
Platform Variants
1. Twilio SMS
• Feature/Setting: Programmable Messaging API for SMS invitations and reminders; configure event-specific message templates and automated send-schedules.
2. SendGrid
• Feature/Setting: Mail Send API automates bulk email invitations, configures dynamic, personalized content and automates event follow-ups.
3. Zoom
• Feature/Setting: Create Webinar API automates scheduling and join-link distribution, automates attendee registration integration.
4. Eventbrite
• Feature/Setting: Event Creation and Order API automates event setup, RSVP tracking, and triggers confirmation emails.
5. HubSpot
• Feature/Setting: Workflow Automation and Marketing Email API automates campaign segmentation, invitation delivery, and tracks engagement.
6. Salesforce
• Feature/Setting: Process Builder and Email Alerts to automate invitation flows and RSVP status tracking for contacts/leads.
7. Google Calendar
• Feature/Setting: Calendar API automates event creation and trigger notifications to invitees.
8. Microsoft Outlook/Exchange
• Feature/Setting: Office 365 Outlook API automates sending event invites and calendar blocks.
9. Mailchimp
• Feature/Setting: Campaign API automates personalized invitation mailing and automates follow-up email sending.
10. Typeform
• Feature/Setting: Responses API automates RSVP collection and notification of new responses for event workflows.
11. Facebook Lead Ads
• Feature/Setting: Webhooks automates capture of lead info and automates invitation initiation based on interest form submissions.
12. Slack
• Feature/Setting: Incoming Webhooks to automatedly notify sales/marketing team channels on RSVP updates or attendee engagement.
13. Airtable
• Feature/Setting: API integrations automate guest list updates and maintain live event registration dashboards.
14. Google Sheets
• Feature/Setting: Sheets API automates log of attendees and automated RSVP status changes for analytics or operational triggers.
15. Calendly
• Feature/Setting: Scheduled Events API automates personalized invite follow-up emails and automates reminders.
16. LinkedIn
• Feature/Setting: Ad Campaign and Lead Gen Form APIs automatedly trigger invite flows based on campaign engagement metrics.
17. Zapier
• Feature/Setting: Multi-app workflow automation for event triggers (e.g., upon CRM update, automatically send invites via chosen channels).
18. Marketo
• Feature/Setting: Smart Campaigns automates behavioral trigger-based marketing invitations and automated follow-up sequences.
19. Google Forms
• Feature/Setting: Forms API automates RSVP response logging and automated confirmation/thank-you emails.
20. Zoho CRM
• Feature/Setting: Workflow Rules and Email Templates to automate invitation creation, track responses, and drive analytics.
21. Intercom
• Feature/Setting: Outbound Messages API for instant, automated event notifications via in-app messaging and targeted emails.
22. Pipedrive
• Feature/Setting: Automations and Activity Scheduler to automatedly generate invites based on deal stages or contact actions.
23. Webex
• Feature/Setting: Meetings API automates event creation, guest invites, and automated reminder workflows.
Benefits
1. Automatedly increases attendee engagement and event attendance through timely, multi-channel outreach.
2. Automates follow-ups and improves ROI with analytics-driven segmentation and personalization.
3. Reduces manual errors, saves staff time, and ensures consistency in attendee communications.
4. Automates feedback/survey collection post-events for continuous marketing analytics improvement.
5. Scales effortlessly for repeated, multi-segment event invitations and automates lead nurturing post-event.
Marketing & Analytics