**Purpose**
1. Automate the process of identifying target clients, crafting and sending personalized event or webinar invitations, tracking responses, following up on RSVPs, integrating attendees into CRM, triggering reminders, and gathering post-event feedback.
2. Facilitate high-value connections with clients and stakeholders, increase attendance rates, reduce manual workload, and streamline reporting within aeronautical engineering marketing and retention workflows.
**Trigger Conditions**
1. New event/webinar created in calendar or event management system.
2. New or updated contact records in CRM flagged as “target segment.”
3. Scheduled outreach cycles (monthly/quarterly campaigns).
4. Subscription to aeronautical newsletter or whitepaper download triggers invite.
5. Customer milestone reached (e.g., project completion anniversary).
**Platform Variants**
1. **Mailchimp**
• Feature/Setting: Campaign triggers and audience segmentation; configure Audience → Segments; Automation → Customer Journey Builder with event invitations as steps.
2. **Salesforce**
• Feature/Setting: Workflow Rules; set Process Builder to trigger invitation email via Email Alerts based on Campaigns or Contacts fields.
3. **HubSpot**
• Feature/Setting: Marketing Automation workflow; configure Workflow Builder to send Event Invitation emails and track RSVPs via custom properties.
4. **Microsoft Power Automate**
• Feature/Setting: Flows between Outlook, Teams, and Eventbrite; set up trigger “When a new event is created” and “Send email via Outlook.”
5. **Google Calendar**
• Feature/Setting: Event creation trigger via API; use Apps Script to auto-email selected Google Contacts.
6. **Eventbrite**
• Feature/Setting: Event Publish webhook; use Webhook notification to send to configured email or SMS service.
7. **Zoom**
• Feature/Setting: Webinar scheduled event; use Zoom API (`/webinars/{webinarId}/registrants`) to trigger invitation workflows.
8. **ActiveCampaign**
• Feature/Setting: Automation trigger on Tag Addition (e.g., “Invite Webinar”); Email Series with RSVP tracking.
9. **SendGrid**
• Feature/Setting: Marketing Campaigns API; trigger transactional templates on contact update.
10. **Twilio SMS**
• Feature/Setting: Programmable SMS “Send Message” API; trigger from RSVP non-response after defined hours.
11. **Pardot (Marketing Cloud Account Engagement)**
• Feature/Setting: Engagement Programs; trigger lists for segmentation and invite send.
12. **Zoho CRM**
• Feature/Setting: Workflow Rules; “Send Email Notification” on lead stage or activity update.
13. **Marketo**
• Feature/Setting: Smart Campaigns; trigger with Smart Lists, flow step “Send Email.”
14. **Slack**
• Feature/Setting: Workflow Builder or Incoming Webhooks; send direct invitations or reminders to staff or channel.
15. **Trello**
• Feature/Setting: Power-Ups or Automation Calendar trigger; auto-create cards for events and send invite via email integration.
16. **SurveyMonkey**
• Feature/Setting: Webhook on survey response; invite follow-up after pre-event survey completed.
17. **Calendly**
• Feature/Setting: API webhook “Invitee Created”; auto-send confirmation and joining info to CRM.
18. **Freshworks CRM**
• Feature/Setting: Journeys automation, trigger based on tag/application; send invitations and task reminders.
19. **Asana**
• Feature/Setting: Rules; on new Event task created, trigger custom field update and Slack/email notification.
20. **Constant Contact**
• Feature/Setting: Email Automation; set trigger when contact added to “Events” list, auto-send invitation template.
21. **ClickSend**
• Feature/Setting: SMS API; scheduled bulk SMS invitations via API endpoint.
22. **Gmail API**
• Feature/Setting: “Send” endpoint; trigger with Google Sheets/CRM update for personalized invites.
23. **Intercom**
• Feature/Setting: Series workflow; trigger email/message invites based on user segment.
24. **Pipedrive**
• Feature/Setting: Workflow Automation; when deal reaches stage/tag, auto-send invitation.
**Benefits**
1. Ensures all selected prospects and clients receive timely, consistent, and personalized invites.
2. Maximizes event attendance and engagement with automated multi-channel reminders.
3. Captures RSVP and behavioral data, enriching CRM for future targeting.
4. Reduces manual event coordination hours, enhancing efficiency and scalability.
5. Supports compliance and tracking via audit-ready activity logs and reports.
Marketing & Client Retention