Orchestrate every campaign touchpoint – speaker recruitment, ticketing pushes, sponsor promos, and attendee comms – from one workflow builder built for events.
Why it matters
Benefits
Map every milestone – save-the-date, early bird deadlines, agenda drops, hotel block reminders, onsite updates, and post-event surveys – into a single, trackable workflow so nothing slips past critical dates.
Trigger messaging by ticket type, registration status, persona, geography, company size, and session interest – so VIPs, first-time attendees, speakers, exhibitors, and sponsors each get the right cadence.
Route emails, landing pages, and paid creative through defined review steps – including sponsor logo checks and deliverable sign-off – reducing rework and ensuring every activation meets contract terms.
Assign owners, deadlines, and dependencies for landing pages, badge scans, UTM tracking, and CRM handoffs – keeping teams aligned on what ships when, and why.
Use cases
Challenge
Mid-campaign registrations stall after early bird ends, and the team scrambles to decide which channels to push, which segments to target, and how to coordinate email with paid and partners.
Solution
Create a velocity-based workflow with triggers – if weekly registrations drop below target, automatically launch a segmented re-engagement sequence, refresh retargeting audiences, notify partners with co-branded assets, and route a landing page update for approval.
Challenge
CFP submissions come in waves, follow-ups are inconsistent, and high-quality speakers slip through because confirmation, travel, and session prep emails are managed manually.
Solution
Build a CFP workflow that tags submissions by topic track, auto-sends confirmation, schedules review tasks, triggers acceptance and contract packets, and runs a speaker readiness sequence – headshots, bio deadlines, slide template, and rehearsal reminders.
Challenge
Sponsors expect specific deliverables – newsletter placements, social posts, onsite signage, lead capture instructions – but tracking who approved what and when becomes messy across teams.
Solution
Use sponsor-specific workflow templates that include deliverable checklists, approval gates for creative, scheduled placements tied to campaign calendar, and automated reminders for onsite logistics – plus reporting by sponsor package and activation status.
More industries
FAQ
A calendar shows dates – a workflow builder runs the work. For Events & Conferences, workflows define steps (create landing page, QA ticket tiers, build segments, send email, sync to CRM), owners, approvals, and automated triggers based on registration behavior. You get repeatable templates for each event phase and a clear audit trail of what shipped, who approved it, and what it impacted.
Yes. You can create parallel tracks with different messaging, timing, and rules – for example: attendee nurture by ticket type, speaker onboarding by session status, exhibitor kits by booth size, and sponsor activations by package level. Each track can share assets while keeping approvals and KPIs separate.
Common high-impact triggers include: started checkout but not completed registration, early bird expiring within X days, ticket tier sell-through reaching a threshold, session interest captured on the agenda page, VIP invite acceptance, and onsite badge scan activity. These triggers let you send timely reminders, upsells, and session recommendations without manual list pulls.
Post-event workflows can automatically send session recordings, CE credit instructions, sponsor offers, and surveys, then segment follow-ups by attendance behavior – attended day 1 only, visited expo, joined specific tracks, or no-show. It also streamlines lead handoff to sales or community teams with consistent tagging and attribution.
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