Attendee management and onboarding involves receiving training registrations, logging attendee data, sending confirmations, and tracking completion of pre-training tasks.
Automation captures registrations, validates data, generates customized onboarding checklists, sends confirmations and materials instantly, and tracks task completion with automatic reminders. Attendees receive clear timelines and immediate access to resources.
The full workflow, from trigger to completion.
Attendee submits registration via form or email. The automation platform detects the submission and extracts attendee details.
The automation checks the attendee record against existing registrations to prevent duplicates and flags any missing required fields.
A new contact record is created with all attendee details, training cohort, and registration date.
An automated email is sent to the attendee with training details, pre-training instructions, and a link to onboarding materials.
An onboarding checklist is automatically created with pre-training tasks and due dates based on the training type.
A message is posted to the training team channel with attendee details and a link to the onboarding checklist for visibility.
Automated reminders are scheduled to be sent to the attendee at key milestones: 7 days before training, 1 day before, and on training day.
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