How To Automate Event Management Workflows?
Martech Outlook | Friday, December 03, 2021
An event's management necessitates many steps. Many steps go into organizing an event, not just during the planning phase but also during the event itself and even after it has ended.
FREMONT, CA: Organizing a successful event is not simple. Numerous processes are involved, not just during the event's planning phase but also throughout the event's duration and even after it concludes. While an event management software will take care of organizing and managing the event, event managers will also need the data it collects to flow easily through other apps they use daily, and vice versa, to automate operations moving forward.
If event managers invest in an integration platform, they can use it as a business process designer to create workflows that span all of the apps their organization uses.
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Below are some critical event management workflows that may be automated with the help of an integration platform.
Add events to calendar app of choice: When event managers have planned an event, they'll want to keep an eye on the date to ensure that chores are scheduled appropriately. This can be accomplished by creating a procedure in their integration platform that automatically adds newly-created events to their calendar app.
Create an email list for event attendees: Event participants are ideal for the newsletter. When a new attendee registers for their event through their event management app, they can use their integration platform to automatically add them to a specific email list in their email marketing app. If event managers have acquired permission from their participants to include them in their email list, they can follow the protocol.
Create a spreadsheet to track attendees: Event managers are not required to manually copy and store each new guest's name and email address on a spreadsheet. Rather than that, they can automate it through their integration platform. Each time a new participant registers for their event via their event management app, they can be instantly added to a spreadsheet.
Receive notifications of new registrants via team chat: A team chats app can serve as a hub for collaboration—a place where immediate actions can be made in response to notifications. Event managers can establish a procedure in which a new attendee registers via their integration platform sends a notification to a specific channel in their team chat app.
Add new attendees as registrants in a webinar app: When an online event becomes a webinar, event managers will need to transfer attendees from their event management system to their webinars app as new attendees. They may automate this process with their integration platform to record registration information in their webinar app whenever a new attendee registers via their event management app.
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