Event Management & Registration

Keep every seat filled and every attendee informed without the back-and-forth coordination overhead.

60 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Event registration at membership associations involves receiving submissions from multiple channels, checking for duplicates, and manually processing payments and confirmations. This fragmented workflow creates data errors, delays attendee communication, and consumes significant staff time.

Automation consolidates all registration channels, validates data in real time, processes payments automatically, and sends templated confirmations immediately. The result is faster attendee experience, fewer errors, and staff freed from repetitive data entry.

Key features
Consolidate registrations from email, web forms, and phone into a single intake system
Detect and flag duplicate registrations automatically before they enter the database
Process payments and record transactions without manual intervention
Send templated confirmation emails immediately upon successful registration
Generate and distribute final attendee lists to venue coordinators on demand
Track attendance and cancellations with automated post-event follow-up

How The Automation Works

The full workflow, from trigger to completion.

1. Registration Submittedtrigger

A new registration arrives via Google Form, email, or direct submission. The automation platform detects the submission and extracts attendee details.

2. Check for Duplicates

The automation queries the attendee database to check if this person has already registered for this event. If a duplicate is found, the registration is flagged for review.

3. Process Payment

If payment is required and not yet collected, the automation sends a secure payment link to the attendee and waits for completion. Payment status is recorded automatically.

4. Add to Master Attendee List

Once payment is confirmed, the attendee record is automatically added master list with all details, ticket type, and payment status.

5. Send Confirmation Email

A templated confirmation email is automatically sent to the attendee with event details, ticket information, and check-in instructions.

6. Notify Team

The operations team receives a notification with a summary of the new registration, including attendee name, ticket type, and payment status.

7. Schedule Reminder Email

A reminder email is automatically scheduled to send 7 days before the event to all confirmed attendees.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
60hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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