Event/webinar registration follow-ups

Purpose

1.1. Automate sending targeted reminders, confirmations, thank-you notes, materials, and feedback requests after event/webinar registrations to increase attendance and engagement, track leads, nurture prospects, and improve follow-up efficiency for acupuncturists.
1.2. Deliver communications via email, SMS, phone, and chat at scheduled or conditional intervals post-registration; synchronize attendance data into CRM/EMR systems for comprehensive funnel analytics and conversion tracking; trigger additional nurturing sequences or staff alerts based on participant interaction or absence.

Trigger Conditions

2.1. New attendee completes event/webinar registration form.
2.2. Status update—attendee confirms, cancels, or changes intent.
2.3. Event start and end timestamps trigger reminders and follow-ups.
2.4. Non-attendance or no response triggers re-engagement automation.
2.5. Feedback form completion, survey response, or click on specific follow-up communication link.

Platform Variants

3.1. Twilio SMS
• Feature: SMS API—automated text reminders and confirmations.
• Config: Use `Messages.create()` with dynamic attendee data and schedule.

3.2. SendGrid
• Feature: Email API—personalized confirmation, reminder, and thank-you emails.
• Config: `mail/send` endpoint with dynamic variables and template ID.

3.3. Google Sheets
• Feature: Data sync—log and segment new registrations.
• Config: Use `spreadsheets.values.append` to add rows on registration trigger.

3.4. Mailchimp
• Feature: Automated Campaigns—event sequence follow-up.
• Config: Connect audience, trigger via `Add Subscriber to List` and schedule automation workflows.

3.5. Zoom
• Feature: Meeting/Webinar Registrant APIs—retrieve/event status & join links.
• Config: `POST /webinars/{webinarId}/registrants` and webhooks for status.

3.6. HubSpot
• Feature: Contact properties automation—track registration and engagement.
• Config: Use `Create/Update Contact` and Enrollment triggers for workflow.

3.7. Calendly
• Feature: Event webhook—post-registration and reminders.
• Config: Configure webhook to trigger automation on event scheduled event.

3.8. ActiveCampaign
• Feature: Automations—trigger nurturing on registration and attendance.
• Config: Use `Contact Added` trigger and assign to event sequence.

3.9. Airtable
• Feature: Base update—log and filter registrant actions for follow-up.
• Config: API `Create Record` in Events table on new registration.

3.10. Slack
• Feature: Internal alert—notify staff of new or VIP registrations.
• Config: Webhook `chat.postMessage` to designated channels.

3.11. Salesforce
• Feature: Lead automation—assign and monitor event leads.
• Config: API `Lead.create()` or update, automation rule for registration source.

3.12. Outlook/Office365
• Feature: Calendar invite automation for registrants.
• Config: `Create Event` via Microsoft Graph API with attendee data.

3.13. Jotform
• Feature: Form submissions trigger custom registration workflow.
• Config: Set `POST` webhook on submission to automation sequence.

3.14. Typeform
• Feature: API webhook—trigger automation for attendee surveys/feedback.
• Config: Configure webhook to POST answers and trigger follow-ups.

3.15. Zapier
• Feature: Multi-platform connector—link triggers between forms, emails, CRM.
• Config: Use automated “Zaps” for multi-step event flows.

3.16. Eventbrite
• Feature: Registration webhook—post-registration follow-up automation.
• Config: Configure webhooks for `order.placed` and trigger comms.

3.17. Trello
• Feature: Boards/automation for team workflow post-registration.
• Config: API `Create Card` in Event Follow-Up list on new attendee.

3.18. WhatsApp Business API
• Feature: Automated chat messages for reminders/links.
• Config: Use `messages` endpoint with registration data, schedule based on event date.

3.19. Pipedrive
• Feature: Deal pipeline—track registrants through follow-up process.
• Config: API `Add Person` or `Add Deal` and pipeline automation.

3.20. Drip
• Feature: Email/SMS drip sequences for nurturing non-attendees.
• Config: Trigger campaign via `Create Subscriber` and assign to event segment.

3.21. GMAIL API
• Feature: Personalized confirmation/feedback emails via Gmail account.
• Config: `users.messages.send` using attendee data and event details.

3.22. Intercom
• Feature: Automated in-app or email messages for registered users.
• Config: Use `Messages API` to trigger based on custom registration tags.

3.23. SurveyMonkey
• Feature: Feedback request automation post-event.
• Config: Trigger `Create Collector` and send survey via email API after event.

Benefits

4.1. Improves registrant attendance and reduces no-shows by automating reminders across multiple platforms.
4.2. Enhances client experience by providing timely, personalized communication and resources before and after event/webinar.
4.3. Saves practitioner time by eliminating manual follow-up and data entry.
4.4. Increases conversion tracking precision by updating CRM/lead sources automatically.
4.5. Enables scalable marketing and follow-up workflows for recurring or high-volume events.