Purpose
1. Automate the process of inviting patients, prospects, and referring professionals to webinars, seminars, or online events focused on fertility treatments, IVF breakthroughs, or reproductive health education.
2. Automator notifies, reminds, and tracks recipient engagement to increase attendance, streamline follow-ups, and reduce manual outreach in fertility physician marketing.
3. Automates segmentation by targeting specific groups (age, diagnosis, inquiry status) and integrates tracking with practice management, CRM, and analytics platforms.
Trigger Conditions
1. Automatedly triggered by new webinar creation in calendar or event platform.
2. Automates from contact form fill or inquiry on fertility website.
3. Scheduled automator for set cadence of reminders pre-event (e.g., 7 days, 1 day, and 1 hour before).
4. Automated enrollment in event list from lead import or CRM update.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automated SMS reminders via Programmable Messaging API; configure from =SenderNumber, to =ContactList, body = "Reminder for Event"
2. SendGrid
- Feature/Setting: Automator for transactional invites; configure Marketing Campaigns > API Key > Create & Schedule email campaign
3. Mailchimp
- Feature/Setting: Automated journey in Customer Journeys editor; trigger "Signup to Webinar" > Send Invite
4. HubSpot
- Feature/Setting: Workflow automation—trigger "Event Registration" form submitted > Automated follow-up reminders via Email API
5. ActiveCampaign
- Feature/Setting: Automate event invitation sequence using Automations > Trigger "Registered" > Send reminder emails/SMS
6. Zoom
- Feature/Setting: Create meeting/webinar with Zoom API; Automate sending invites and reminders with registrant API endpoint
7. Google Calendar
- Feature/Setting: Automatedly add invitees with Calendar API > Events.insert function
8. Microsoft Outlook/Exchange
- Feature/Setting: Automate sending calendar invites via Graph API > create Event with attendees list
9. Salesforce
- Feature/Setting: Process Builder automation for Campaign Members on Event trigger; Automated email sequence
10. Constant Contact
- Feature/Setting: EventSpot + Email Automation in Campaign Manager; Schedule and trigger reminders
11. Eventbrite
- Feature/Setting: Automator for event creation; Webhook > Automate invitations using Attendees API
12. WhatsApp Business API
- Feature/Setting: Automated reminders by sending templated messages to confirmed attendees
13. Slack
- Feature/Setting: Automated announcement to patient/community channel via Webhook or Bot User OAuth Token
14. Freshdesk
- Feature/Setting: Dispatch automated reminders via Automations > Scenario Automation for event tickets
15. Typeform
- Feature/Setting: Automate post-signup notifications via Webhooks or Integrations for event applicants
16. Calendly
- Feature/Setting: Event scheduling automator, automatic email/SMS reminders enabled under Event Type notifications
17. Pardot (Salesforce)
- Feature/Setting: Engagement Studio automation, auto-send invites and reminders to segmented lists
18. Drip
- Feature/Setting: Automated Workflows > Registered triggers Series campaign for Event
19. Zoho CRM
- Feature/Setting: Workflow Rules > Event trigger > Automated email/SMS invitation sequence
20. Intercom
- Feature/Setting: Automate conversation messaging flows to send event invites and reminders via bots and outbound messages
Benefits
1. Automates attendee communications, ensuring no missed reminders or invites.
2. Automator increases event attendance, engagement, and patient conversions.
3. Reduces manual admin, freeing staff for higher-value tasks via full automatable flows.
4. Tracks recipient engagement for ROI reporting and further automation in nurturing.
5. Automated event flows maintain consistency and personalized outreach at scale.