Marketing and Customer RetentionPurpose
1.2. Simplifies guest management by automating RSVPs, reminders, attendee status updates, and marketing campaigns post-event.
1.3. Automates segmentation of target audience based on previous repairs, interests, or purchase history, optimizing recipient relevance.
1.4. Centralizes automated communication across email, SMS, WhatsApp, and other channels to maximize attendee engagement.
1.5. Automates feedback and follow-up workflows to nurture retention and encourage repeat business.
Trigger Conditions
2.2. Contact list is updated or a specific tag/segment is flagged for invitation.
2.3. A manual trigger for ad-hoc or last-minute event invitations.
2.4. Automated time-based sequences (e.g., monthly workshops or seasonal updates).
2.5. User interaction triggers (e.g., RSVP clicked, interest flagged on website).
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automated Campaigns; configure workflow to send invitations when event date is set.
• Sample: Map event fields (name, date) to email template and trigger via Mailchimp API `/campaigns` with custom segment.
3.2. SendGrid
• Feature/Setting: Automated transactional emails via Dynamic Templates; detect workshop scheduling and push via `/mail/send` endpoint.
3.3. Twilio SMS
• Feature/Setting: Programmable SMS API; automate sending event invites using event triggers to `/Messages` endpoint.
3.4. WhatsApp Business API
• Feature/Setting: Automated messaging; configure template messages and automate batch sending via `/v1/messages`.
3.5. Google Calendar
• Feature/Setting: Automated event creation with invitations via `/calendars/events/insert` API.
3.6. Microsoft Outlook Calendar
• Feature/Setting: Automatedly add event invites and attendees via `/events` API POST.
3.7. Eventbrite
• Feature/Setting: Automated event creation and invitee management via `/events/` and `/attendees/` endpoints.
3.8. HubSpot
• Feature/Setting: Workflow automator; trigger sequences when contact added to ‘Event Invites’ list.
3.9. Salesforce
• Feature/Setting: Process Builder/Flow Builder for automated invite emails/SMS from CRM triggers.
3.10. ActiveCampaign
• Feature/Setting: Automated campaigns triggered by tag or custom field set for workshop invite.
3.11. Zoho CRM
• Feature/Setting: Workflow rules to auto-send engagement invitation when record status is ‘invite’.
3.12. Constant Contact
• Feature/Setting: Automated email series triggered by RSVP status; configure in automated email triggers.
3.13. Slack
• Feature/Setting: Automated notification to internal team channel via Slack API `/chat.postMessage` when attendees RSVP.
3.14. Discord Webhooks
• Feature/Setting: Automate notifications of new sign-ups to Discord channel via webhook payloads.
3.15. Airtable
• Feature/Setting: Set up automations to add new attendees to event table and trigger email/SMS using Airtable automations or scripting.
3.16. Pipedrive
• Feature/Setting: Automation triggers for deal/contact labeled for event; auto-send invitation via connected app.
3.17. Trello
• Feature/Setting: Automation rules (Butler) to add RSVP’d contacts as Trello cards for follow-up.
3.18. Google Sheets
• Feature/Setting: Automated update of attendee list on invite or RSVP, triggers emails via Apps Script.
3.19. Calendly
• Feature/Setting: Automated event scheduling; triggers workflows post-registration for reminders.
3.20. SurveyMonkey
• Feature/Setting: Automate post-event feedback request via email or SMS API based on attendee list.
3.21. Zapier
• Feature/Setting: Workflow automator; connects various tools to automate multi-platform invite and follow-ups.
3.22. Typeform
• Feature/Setting: Event registration via online form; automate follow-up sequence upon entry submit.
3.23. Monday.com
• Feature/Setting: Automation recipes to create tasks for team based on event invitation responses.
3.24. Intercom
• Feature/Setting: Automated event invitations and reminders via chat or email sequences based on user actions.
Benefits
4.2. Automates targeting, delivering personalized invitations and reminders at scale.
4.3. Increases attendee turnout by automating timely, multi-channel communications.
4.4. Automates feedback collection post-event, driving engagement and process improvement.
4.5. Free up staff to focus on customer interactions, leveraging automation for all invitation management.
4.6. Consistent, automated communications reinforce brand reliability and professionalism.
4.7. End-to-end automating of invitation, RSVP, reminder, and feedback boosts customer retention and event ROI.