Registration & Automation Ops Skill
When to Use
- Setting up a new webinar form or integration.
- Troubleshooting registration/attendance data syncing to MAP/CRM.
- Designing reminder/nurture cadences linked to webinar engagement.
Framework
- Form Design – required vs optional fields, consent language, dynamic questions.
- Routing & Scoring – assign program statuses, lead scores, account ownership.
- Automation – confirmation emails, reminder cadence, SMS/push (if used), calendar holds.
- Integrations – API/connector setup (Zoom + HubSpot, ON24 + Marketo, etc.), field mapping.
- Data Hygiene – dedupe, UTM tracking, fallback entries for manual registrants.
Templates
- Field mapping matrix (platform → MAP/CRM).
- Reminder schedule (T-7, T-1, T-0, post-event).
- QA checklist for test registrations and sync validation.
Tips
- Always include add-to-calendar links and ICS files.
- Capture consent per region; respect language/localization needs.
- Maintain a registration SLA to ensure sales gets live notifications for VIP sign-ups.
Converted and distributed by TomeVault — claim your Tome and manage your conversions.