Event/webinar invite automation

Purpose

1 Event/webinar invite automation aims to streamline the process of promoting AC unit launches, maintenance workshops, educational webinars, and seasonal promotions to potential and existing customers.

2 The automation ensures timely, personalized, and omnichannel delivery of invitations, tracking engagement, collecting RSVPs, and syncing attendee information with CRM and loyalty programs.

3 Supports recurring and one-off campaigns, leveraging dynamic content based on user segmentation, purchase history, and service schedule.

Trigger Conditions

1 New event/webinar is scheduled in calendar or event management tool.

2 Customer joins loyalty program or registers interest in AC products/services.

3 Pre-defined dates for seasonal campaigns (e.g., pre-summer AC tune-up events).

4 User engagement signal such as clicking previous campaign emails or visiting product pages.

5 Admin or marketing user triggers from dashboard for ad-hoc invitation.

Platform Variants

1 Twilio SMS

• Feature/Setting: Messaging API — Configure to send personalized event reminders and invitations via SMS, e.g., trigger via POST /Messages with dynamic merge fields for name and event link.
  

2 SendGrid

• Feature/Setting: Marketing Campaigns API — Automate invites using dynamic email templates, set up automations that trigger from webhook POST /mail/send with RSVP tracking enabled.
  

3 Mailchimp

• Feature/Setting: Customer Journeys — Automate invitation sequence based on contact tags, trigger with “Webhook Received” or “List added” to send tailored email invites.
  

4 Google Calendar

• Feature/Setting: Events API — Insert events programmatically for invitees using POST /calendars/{calendarId}/events and send notifications automatically.
  

5 Microsoft Outlook

• Feature/Setting: Calendar API — Schedule webinar events and send Outlook invites via POST /me/events with attendee emails and reminders settings on.
  

6 Zoom

• Feature/Setting: Meetings API — Automatically generate meeting links, register participants via POST /users/{userId}/meetings, and send invitation emails.
  

7 Eventbrite

• Feature/Setting: Event Creation & Invitation API — Automate event creation and ticketed invite sends through POST /events and POST /invitations for target groups.
  

8 Facebook

• Feature/Setting: Events API — Create a branded event page and send invites to followers using POST /{user-id}/events and schedule posts on the event wall.
  

9 Slack

• Feature/Setting: Incoming Webhooks or Events API — Post real-time event invites to channels or DMs with action buttons for RSVP.
  

10 Salesforce Marketing Cloud

• Feature/Setting: Journey Builder — Launch multi-step, omni-channel campaigns for invites using contact event triggers and personalized SMS/email pushes.
  

11 HubSpot

• Feature/Setting: Workflows — Send event invites and automate follow-ups using “Contact enrollment trigger: registered for home appliances webinar”.
  

12 WhatsApp Business

• Feature/Setting: WhatsApp Cloud API — Send interactive event or webinar invites as business-initiated messages with quick reply RSVP buttons.
  

13 Shopify

• Feature/Setting: Flow App — Trigger invite emails/SMS based on customer actions or loyalty segment within the home appliances storefront.
  

14 Zoho CRM

• Feature/Setting: Workflow Rules — Send invite emails to contacts within AC-related segments when “Event Published” tag is updated.
  

15 ActiveCampaign

• Feature/Setting: Automation Builder — Use “Event webhook” trigger for initiating invite email sequences and SMS alerts.
  

16 Marketo

• Feature/Setting: Smart Campaigns — Automated sending using custom triggers such as membership in “AC Units Lead” list.
  

17 Google Forms

• Feature/Setting: Automatic Invitation Emails — Populate invitee list from submissions, auto-email event details via Apps Script trigger.
  

18 Zapier

• Feature/Setting: Webhook/Email/SMS Triggers — Chain multiple platforms (CRM–Email–SMS) for seamless invite workflow when new event record is added.
  

19 Calendly

• Feature/Setting: Event Types API — Upon event type creation, auto-invite segmented contacts using POST /scheduled_events/invitees.
  

20 Pipedrive

• Feature/Setting: Activities API — Auto-add webinar as activity to relevant deals and send reminders using POST /activities.
  

Benefits

1 Reduces manual work, ensuring all invitees are reached promptly on preferred channels.

2 Increases attendance rates through personalized, multi-channel invites.

3 Collects and syncs RSVP/attendance data automatically with CRM and loyalty programs.

4 Enables precise targeting and A/B testing of campaigns for higher conversion.

5 Centralizes post-event follow-up and feedback workflows for continuous engagement.