Purpose
1.2. Reduce manual effort, ensure timely communication, and maximize event turnout via omnichannel campaigns.
1.3. Integrate CRM, email, SMS, VoIP, and ad platforms to support cohesive outreach and attendee tracking.
1.4. Automatically segment audience, schedule dispatch, monitor responses, and trigger reminders or follow-ups.
Trigger Conditions
2.2. Addition of leads or new CRM segment eligible for invitation.
2.3. Specific product launches or scheduled showroom events.
2.4. Manual or automated workflow initiation by marketing manager.
Platform Variants
– Feature/Setting: Process Builder/Flow; auto-segment audience and update campaign member status.
3.2. HubSpot
– Feature/Setting: Workflows; enroll contacts by event criteria, auto-send invitation email.
3.3. Zoho CRM
– Feature/API: Workflow Rules; trigger email/SMS or webhook on event creation.
3.4. Microsoft Dynamics 365
– Feature/Setting: Power Automate; event invite flow, connect to Outlook/Teams.
3.5. Google Calendar
– API: Events API; create calendar invites for segmented contacts.
3.6. Outlook 365
– Feature: Automated meeting invites; use event-based group sends.
3.7. Mailchimp
– Feature: Campaign Trigger; auto-send invitation on list update, personalized merge fields.
3.8. SendGrid
– API: v3 Mail Send; configure template for event invites, send via API.
3.9. Twilio SMS
– API: Programmable Messaging; schedule and send SMS invitations via automation.
3.10. WhatsApp Business API
– API: Message Send; send templated invitations, track delivery/read.
3.11. Slack
– API: chat.postMessage; post event reminders to team/dealer channels.
3.12. Facebook Ads Manager
– API: Custom Audience; sync event-eligible users, auto-run invitation ads.
3.13. LinkedIn Campaign Manager
– Feature: Matched Audiences; push CRM leads for sponsored invite campaigns.
3.14. ActiveCampaign
– Feature: Automation Builder; auto-email, SMS workflow with event-triggered paths.
3.15. Eventbrite
– API: Events Create/Invite; configure event, import invitees, auto-invite.
3.16. Typeform
– API: Responses Webhook; gather RSVPs in real-time, push updates to CRM.
3.17. SurveyMonkey
– Feature: Survey Collector API; automate RSVP surveys for invite follow-up.
3.18. Zoom
– API: Webinar/Meeting Create; auto-generate event, send invites, register participants.
3.19. Pipedrive
– Feature/API: Activity Create; log invite activities, set reminders for sales team follow-up.
3.20. Google Sheets
– API: Sheets Append; update RSVP lists, monitor invite responses dynamically.
3.21. Zapier
– Feature: Multi-step Zaps; connect CRM, email, SMS, and event platforms for end-to-end process.
3.22. Airtable
– API: Automation; auto-create records, trigger invites, update stats on engagement.
Benefits
4.2. Automates invite workflow, reducing staff workload and manual errors.
4.3. Tracks open, click, RSVP, and response analytics to optimize future campaigns.
4.4. Enables instant segmentation and retargeting for no-shows or non-respondents.
4.5. Enhances professionalism and brand consistency in customer touchpoints.