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Event invitation workflows for product launches

Purpose

1.1. Automate event invitation workflows for a cutlery store’s product launches to streamline guest management, automate reminders, automate RSVP tracking, and automate engagement activities, reducing manual intervention and maximizing attendee outcomes.
1.2. Automating inbound and outbound communications, automating personalized messaging, and automating follow-ups for stakeholders, partners, and customers interested in kitchenware and cutlery events.

Trigger Conditions

2.1. New product launch date is added to the cutlery store’s event calendar.
2.2. A list of target invitees is updated or imported (CSV, CRM update, or manual).
2.3. Manual trigger by marketing personnel to initiate an automated campaign.
2.4. 14/7/2 days before event date as conditions for automated reminders.
2.5. RSVP response triggers follow-up automations (confirmation, waitlist, declines).

Platform Variants

3.1. Mailchimp
- Feature/Setting: Campaigns API — automate mass personalized invitations.
Sample: POST to /campaigns with event template and dynamic fields.
3.2. SendGrid
- Feature/Setting: Transactional Templates — automate confirmation and reminder emails.
Sample: Setup automated workflow invoking dynamic_template_data via API.
3.3. Twilio
- Feature/Setting: Programmable Messaging API — automate SMS reminders and invites.
Sample: POST to /Messages with event details and RSVP link.
3.4. Google Calendar
- Feature/Setting: Events API — automate event creation for invitees’ calendars.
Sample: POST event with attendee emails, automated reminders, and localization.
3.5. Microsoft Outlook 365
- Feature/Setting: Calendar API — automate sending calendar invites and maintaining RSVP status.
Sample: POST /me/events with guest list, tracking automated replies.
3.6. Slack
- Feature/Setting: Incoming Webhooks — automate internal team notifications for launch prep.
Sample: Automated POST to channel when invite sent or RSVP received.
3.7. Zoom
- Feature/Setting: Meetings API — automate creation and distribution of web links for virtual launches.
Sample: POST /users/{userId}/meetings with RSVP’d users.
3.8. Eventbrite
- Feature/Setting: Event Creation API — automate public event listings and invite distribution.
Sample: POST /events/ and /events/{id}/attendees automatedly.
3.9. Salesforce
- Feature/Setting: Campaigns & Contacts API — automate segmenting contacts and logging engagement.
Sample: Automated PATCH/POST to update statuses.
3.10. HubSpot
- Feature/Setting: Automation Workflows — automate scheduled email series and follow-up tasks.
Sample: Trigger on contact property change (event invitation sent).
3.11. Typeform
- Feature/Setting: Responses API — automate capturing RSVP data directly into system.
Sample: Webhook trigger for form completion.
3.12. Google Sheets
- Feature/Setting: Sheets API — automate updating guest lists and tracking responses.
Sample: Automated append row or batchUpdate for RSVP status.
3.13. Airtable
- Feature/Setting: Automations — automate organizing invitee data and progress across stages.
Sample: Automated action on record update.
3.14. ActiveCampaign
- Feature/Setting: Automations — automate multi-step email and SMS drip campaigns for launches.
Sample: Automated workflow for contacts in “invited” segment.
3.15. Pipedrive
- Feature/Setting: Activities API — automate task creation for sales follow-ups post-launch.
Sample: Automated POST to /activities for new RSVP.
3.16. WhatsApp Business API
- Feature/Setting: Automated messaging for invitation and updates on mobile.
Sample: Send message template to confirmed participants.
3.17. Intercom
- Feature/Setting: Inbox/Outbound API — automate customer engagement before and after event.
Sample: Automate push message to all accepting RSVP.
3.18. Zoho CRM
- Feature/Setting: Workflow Rules — automate triggers based on invite status and interest.
Sample: Automated notification or field update when RSVP received.
3.19. Facebook Events
- Feature/Setting: Graph API — automate sharing and promoting public launch events.
Sample: Automated POST for event creation and invitation.
3.20. Trello
- Feature/Setting: Cards API — automate workflow visualization and task assignments for prep steps.
Sample: Automated card created for each key action item on launch.

Benefits

4.1. Automates repeated tasks, reducing time spent on event invites and reminders.
4.2. Automates personalized outreach for increased engagement and attendance.
4.3. Automation ensures accurate, real-time tracking of RSVP and guest status.
4.4. Automating communications across multiple channels for higher event awareness.
4.5. Automated analytics and feedback integration for continuous marketing improvements.

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