Event Registration with Form Rules
What Zylker wants to achieve
- Automated confirmation emails: Instantly notify attendees of their successful registration with tailored email content.
- Task assignments for coordinators: Automatically assign tasks to the event team based on the attendee type.
- Customized Thank You pages: Display personalized Thank You pages to attendees based on their registration category.
- VIP redirects for additional preferences: Seamlessly redirect VIP attendees to a secondary form to gather exclusive preferences.
Configuring Form Rules
- Navigate to the Rules tab.
- Under Form Rules, go to the New Record tab and click Configure Now.
- If Attendee Type is "General Participant"
- Send a standard email with event details
- Assign task to verify registration details to the General Coordination Team.
- Show a Thank You page with the conference schedule and a note of thanks.
- If Attendee Type is "Speaker"
- Send an email with guidelines for speakers and next steps.
- Assign task to collect presentation material to the Speaker Management Team.
- Show a Thank you page with a link to access speaker resources.
- If Attendee Type is "VIP"
- Send an exclusive email outlining VIP perks and a link to the secondary form.
- Assign task to prepare VIP kit and schedule to the VIP Services Team.
- Redirect to a VIP Preferences Form to gather information such as dietary restrictions, preferred seating, and arrival schedules.
Why this works
With this strategy, Zylker achieves:
- Efficiency
Automated workflows save time and reduce manual errors. - Personalization
Customized emails, tasks, and thank-you pages make each attendee feel special. - Clarity
Coordinators have clear assignments, enabling seamless execution. - Experience
Attendees, especially VIPs, enjoy a smooth and engaging registration process.
By using Form Rules, Zylker transforms a simple registration process into a sophisticated and highly efficient system. Attendees receive personalized attention, and the event team operates effortlessly. The conference is set for success even before the first session begins!
Ready to create a seamless registration experience? By using Form Rules, Zylker transforms a simple registration process into a sophisticated and highly efficient system. Attendees receive personalized attention, and the event team operates effortlessly. The conference is set for success even before the first session begins!
Ready to create a seamless registration experience? Start with Form Rules today!
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