Marketing & Communication AutomationPurpose
1.2. Automate follow-ups for RSVPs, reminders before the event, and post-event thank-yous or surveys to boost engagement and conversion.
1.3. Automate handling multiple touchpoints (email, SMS, WhatsApp, calendar invites), saving marketing & sales teams time and ensuring no prospects are missed.
1.4. Automating integration with CRM systems provides holistic tracking of communication, attendee interest, and leads.
1.5. Automatedly segment and target invitees by geography, project type, buyer segment, or past engagement for maximum effectiveness.
Trigger Conditions
2.2. List upload or tag added for target wholesale accounts or contacts.
2.3. X days before event or upon RSVP status update (attending/interested/not responded).
2.4. Automated website form or landing page completion triggers event drip campaign.
2.5. Automated manual override from sales/marketing (e.g., clicking "send invites").
Platform Variants
• Feature/Setting: Automate sending SMS invitations, reminders, and follow-ups via Programmable Messaging API.
• Sample: Configure phone number, message template, and timing automation.
3.2. SendGrid
• Feature/Setting: Automated email invitations and reminders using Marketing Campaigns or Email API.
• Sample: Set up dynamic templates, automate list import, and schedule automated sends.
3.3. Mailchimp
• Feature/Setting: Automate event campaigns with triggers and email sequences in Automations.
• Sample: Segment wholesale contacts, set trigger on event date, automate reminder & follow-up flows.
3.4. HubSpot
• Feature/Setting: Automate invitation and follow-up emails via Workflows in Sales/Marketing Hub.
• Sample: Workflow triggers on CRM event or property change, automates email drip to invited list.
3.5. Salesforce
• Feature/Setting: Process Builder/Flows to auto-send invitations & reminders to leads or contacts.
• Sample: Trigger on campaign creation, automate email/SMS based on RSVP status.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules for automated communication on event field updates.
• Sample: Trigger when new event is created, automate emails & SMS via connected extensions.
3.7. Outlook Calendar
• Feature/Setting: Automate sending calendar invites via Graph API or Power Automate flows.
• Sample: Auto-create meeting, send invite to segmented emails from list.
3.8. Google Calendar
• Feature/Setting: Automate invitation emails and updates using Google Calendar API.
• Sample: Programmatically create events and add guests from contact lists.
3.9. WhatsApp Business API
• Feature/Setting: Automate sending invitations and reminders on WhatsApp.
• Sample: Schedule and automate template messages to verified numbers.
3.10. ActiveCampaign
• Feature/Setting: Automations builder for email/SMS invites and multi-step follow-ups.
• Sample: Enroll contacts from specific lists, automate entire communication cadence.
3.11. Eventbrite
• Feature/Setting: Automate event registration emails, reminders, and post-event thank-yous.
• Sample: Integrate with CRM, automatically sync invitees and schedule follow-ups.
3.12. Slack
• Feature/Setting: Send automated event notifications or reminders to internal sales/marketing teams.
• Sample: Configure webhook or Slack bot for event triggers and RSVP updates.
3.13. Microsoft Teams
• Feature/Setting: Automate alerts and reminders to event participants through Teams bots.
• Sample: Set up automated messages for event status or attendance.
3.14. Pipedrive
• Feature/Setting: Automation of outreach and follow-up emails via Workflow Automations.
• Sample: Trigger by deal stage or contact property, automate event communication templates.
3.15. Calendly
• Feature/Setting: Automate scheduling and invitation emails based on booking actions.
• Sample: Auto-send reminders/follow-ups for booked demo events.
3.16. Intercom
• Feature/Setting: Automated in-app and email messaging for event notifications.
• Sample: Trigger by user segment or action, send event invite campaigns.
3.17. Airtable
• Feature/Setting: Automate sending emails or SMS from segmented lists using Airtable Automations.
• Sample: New record in "Events" table triggers multi-channel invitation workflow.
3.18. Zendesk
• Feature/Setting: Send automated notifications and reminders to clients via triggers/macros.
• Sample: Automate invite follow-ups based on ticket or contact segment.
3.19. Shopify
• Feature/Setting: Automate bulk outreach to wholesale customers for virtual/physical events.
• Sample: Use app integration to send event series invites to tagged customer groups.
3.20. Typeform
• Feature/Setting: Automate follow-up sequences for event registration form completions.
• Sample: Trigger automated thank-you email and calendar invite on form submit.
3.21. Klaviyo
• Feature/Setting: Automated multi-step flows for invitation, reminders, and post-event engagement.
• Sample: Segment audience, automate trigger on custom event property, schedule repeating messages.
3.22. Marketo
• Feature/Setting: Automate emails, SMS, and event engagement workflows.
• Sample: Trigger on program membership, automate nurture and reminder workflow.
Benefits
4.2. Automating reduces manual workload, enabling teams to focus on relationship-building.
4.3. Increases RSVP rates via multi-channel automation and reminders.
4.4. Provides automated tracking and analytics of invite responses and open rates.
4.5. Enables rapid scaling of marketing efforts across multiple events or regions through automation.
4.6. Minimizes human error with automated scheduling, templating, and delivery.
4.7. Automates post-event feedback and lead follow-up, maximizing ROI on events and boosting sales pipeline.
4.8. Creates a consistent, professional experience for invitees with reliably automated communications.