Automating the process of inviting and confirming guests for event attendees.
Automating the process of inviting a guess not only saves time but also reduces errors, leading to a smoother event experience for everyone involved.
Before we dive into the workflow, there's a few things to do first:
- Create a confirmation email to send out to event subscribers
- Create a property called "Registered Guest" that is a Yes/No property.
- On your form, make this a dependant field so that if someone clicks "Yes" then more fields appear for them to fill in the guest information.
- Create properties for the guest information to live. For example, "Guest name" and "Guest email".
Now you're ready for the step-by-step instructions to set up an automated workflow for your event registration system.
- Navigate to the Automations section and select Workflows.
- Click on "Create Workflow from Scratch."
- Select "Contact-Based Workflow" as the type of workflow you want to create. Click "Next."
- Give your workflow a name. For example, "Event Registration and Guest Confirmation."Click "Next."
- Set the trigger to "When a contact has completed a form submission."
- Specify the form. Select the registration form used by your attendees. Click "Done" and then "Save."
- Click the plus icon (+) to add an action to your workflow.
- Select "Send an Email."
- Choose the email template you’ve already created that confirms the attendee’s registration.
- Click the plus icon (+) again to add another action.
- Select "Add a Branch."
- Choose "One Property or Action Output" as the condition type.
- Select the property. Use "Registered Guest" as the property to branch on.
- Create separate branches for each possible value of the "Registered Guest" property (e.g., Yes/No).
- In the branch where the registered guest is known, click the plus icon (+) to add an action. Select "Create Contact."
- Set up the contact creation process using the properties you created for Guest Name and Guest Email.
- Assign to relevant Contact Owner.
- Review your workflow and test the workflow with a sample registration to ensure it behaves as expected.
By following these steps, you can efficiently manage guest invitations and confirmations, making your event planning less stressful and more organised.
