Marketing and Patient EngagementPurpose
1.2. Automating the collection of attendee details, confirmations, reminders, attendance tracking, post-event follow-ups, and data sync with EMR/CRM or marketing systems.
1.3. Automation improves patient outreach, increases registration, and simplifies compliance for medical marketing.
Trigger Conditions
2.2. Submission of an online registration form by a patient or prospect.
2.3. New contact added to a marketing list indicating interest in reproductive or women’s health topics.
2.4. Receiving a relevant inquiry via website chatbot, email, or social media.
2.5. Manual trigger for staff-initiated outreach campaigns in the medical practice.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API to automate SMS confirmations and reminder notifications.
• Configure: Register event, set up automation flow to send SMS on form submit and before event start.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API automates email confirmations and sequences for attendees.
• Configure: Connect API key, trigger emails post-registration, automate reminders and follow-ups.
3.3. Google Forms
• Feature/Setting: Automated response emails using Form Responses and Google Apps Script for scheduled reminder automations.
• Configure: Script sends emails and adds to Google Calendar upon form submission.
3.4. Calendly
• Feature/Setting: Event Types and Webhooks automate calendar invites and syncs with EHR via custom integration.
• Configure: Enable webhook; automate registration data to medical CRM.
3.5. Zoom
• Feature/Setting: Webhook automation to enroll registrants and send unique join links automatically.
• Configure: Configure Registrant Created event to automate follow-up emails.
3.6. Mailchimp
• Feature/Setting: Automated journeys triggered by tag or sign-up form event.
• Configure: Create audience segment and automated send series.
3.7. HubSpot
• Feature/Setting: Workflow Automation to process event sign-ups and create contacts.
• Configure: Automate pipeline stage movement on event registration.
3.8. Salesforce
• Feature/Setting: Marketing Cloud Journey Builder automates event nurture and confirmation series.
• Configure: API integration for event-triggered campaign.
3.9. Zapier
• Feature/Setting: Multi-step automation for registration, notifications, and CRM sync.
• Configure: Set triggers on form entry, automate email/SMS/app updates.
3.10. Microsoft Teams
• Feature/Setting: Webinar Registration API for automated attendee onboarding emails.
• Configure: Automate calendar invites and reminders to participant list.
3.11. Webex
• Feature/Setting: Automation with Meetings API for automated registration acknowledgment.
• Configure: Send Webex invite with unique join link.
3.12. Typeform
• Feature/Setting: Webhook automation to notify staff and send attendee confirmation.
• Configure: Connect webhook to registration submit.
3.13. Eventbrite
• Feature/Setting: Automated confirmation, reminder, and post-event messaging via Event Management API.
• Configure: Automate attendee emails on registration and event start.
3.14. ActiveCampaign
• Feature/Setting: Automation map for event-based emails and tagging of contacts.
• Configure: Trigger automation on event tag added.
3.15. SurveyMonkey
• Feature/Setting: Webhooks for automating confirmation after RSVP.
• Configure: Link form responses to follow-up scheduler.
3.16. Freshdesk
• Feature/Setting: Automator for support tickets from event interest or question.
• Configure: Trigger workflows on new ticket regarding events.
3.17. Slack
• Feature/Setting: Workflow Builder for internal automated event notifications.
• Configure: Announce registrations in dedicated gynecology marketing channel.
3.18. Pipedrive
• Feature/Setting: Workflow automations for leads generated via event.
• Configure: Create or update deals automatically on registration.
3.19. Stripe
• Feature/Setting: Payment Links API for paid event automation, confirmation of payment and automated ticketing.
• Configure: Trigger receipt and event pass on payment.
3.20. Google Sheets
• Feature/Setting: Automated entry creation and reminders for event registrants using Apps Script.
• Configure: Automatically log registrations, trigger reminders.
3.21. Microsoft Outlook
• Feature/Setting: Use Graph API to automate calendar invitations for registered attendees.
• Configure: Automate event creation/invite based on registration.
Benefits
4.2. Reduces manual outreach and eliminates double-entry errors via seamless sync with medical CRM/EHR.
4.3. Ensures timely communication with automated reminders and confirmations, improving patient turnout.
4.4. Streamlines compliance tracking by automatically logging all correspondence and attendee data.
4.5. Allows scalable, automatable patient engagement for gynecology practices.
4.6. Increases attendance with automated multi-channel outreach leveraging best scheduling practices.