Event and seminar invitation automation

Purpose

1.1. Automate the process of inviting patients, referrers, and stakeholders to orthopedic events and seminars.
1.2. Automate personalized outreach for event campaigns (workshops, webinars, conferences).
1.3. Automate multi-channel invitation delivery (SMS, email, WhatsApp, voice, social media).
1.4. Automate guest list handling, track RSVPs, and follow-up messaging for confirmations and reminders.
1.5. Automate ROI tracing by integrating attendee engagement and feedback collection.
1.6. Implement an end-to-end automation framework that reduces manual overhead and human error in event-related communications.

Trigger Conditions

2.1. Calendar creation or update for new event/seminar.
2.2. New lead/patient tagged as eligible for seminar.
2.3. Threshold met for target audience segment (e.g., post-surgery patients).
2.4. Time-based triggers (e.g., 30/15/3 days before event).
2.5. Completion of clinic service workflows (eligible for educational follow-up).
2.6. Manual trigger from marketing dashboard.

Platform variants

3.1. Twilio SMS
- Feature/Setting: Automate outbound SMS invites; configure programmable messaging API with event template and contact list.
3.2. SendGrid
- Feature/Setting: Automate email invitations; use transactional API with dynamic template data per recipient.
3.3. WhatsApp Business API
- Feature/Setting: Automate WhatsApp event messages; configure message templates and webhooks for RSVP automation.
3.4. Google Calendar API
- Feature/Setting: Automate bulk calendar invites; automate event creation with attendee emails populated.
3.5. Microsoft Outlook Graph API
- Feature/Setting: Automate meeting invites via calendar events; configure POST /events with auto-RSVP tracking.
3.6. Zoom API
- Feature/Setting: Automate webinar registration links; use /meetings endpoint to create and invite participants.
3.7. HubSpot
- Feature/Setting: Automate contact segmentation and bulk email workflows with invites and reminders.
3.8. Mailchimp
- Feature/Setting: Automate campaign scheduling for invites; configure campaign triggers for follow-ups.
3.9. Eventbrite
- Feature/Setting: Automate event creation and invite sending; use API for attendee management automations.
3.10. Salesforce
- Feature/Setting: Automate campaign member invitations; configure process builder for event workflows.
3.11. ActiveCampaign
- Feature/Setting: Automate email and SMS event reminders; set up event automation sequences.
3.12. Calendly
- Feature/Setting: Automate scheduling and personalized invitation links by integrating API webhook triggers.
3.13. Zapier
- Feature/Setting: Automate cross-platform triggers from CRM/calendar to email/SMS invites.
3.14. Slack
- Feature/Setting: Automate internal team notifications on RSVPs and event status.
3.15. Facebook Messenger API
- Feature/Setting: Automate Messenger invites to suitable contacts via message template configuration.
3.16. Google Sheets
- Feature/Setting: Automate guest list generation and sync to communications tools via Apps Script.
3.17. Microsoft Teams
- Feature/Setting: Automate team/channel reminders for internal event coordination.
3.18. Typeform
- Feature/Setting: Automate post-invite feedback forms and RSVP pipelines via webhook automation.
3.19. SurveyMonkey
- Feature/Setting: Automate event feedback survey delivery and auto-collect responses post-event.
3.20. Intercom
- Feature/Setting: Automate event notification messages and in-app reminders via automation rules.

Benefits

4.1. Automates end-to-end event communication, dramatically reducing manual workload.
4.2. Automating invitations ensures consistent messaging and timely delivery to all prospects.
4.3. Automation enables multichannel outreach, increasing event attendance and engagement.
4.4. Streamlined RSVP automation enhances guest management and reporting.
4.5. Automated follow-ups improve response rates and attendee retention for future orthopedic seminars.
4.6. Automatedly integrates feedback and analytics, driving continuous improvement of marketing efforts.