Events workflow

This article focuses on Hubspot use performed by the Marketing team. If you use, Airtable or Eventbrite, please reach out to "MC | Mail Genius" chat to automate your event list.

Events at MC

Teams create events using tools such as Airtable, Cvent, Zoom, Eventbrite or Hubspot. This article assumes a Hubspot form is collecting registrant info, Hubspot form is being circulated via an email campaign, landing page or social media, and if needed, a invite list is created.

Form Submission

Since you've created a form to collect attendance for your next event./ You will see in real time as contacts sign up on Hubspot. Below is an example using the HT 2023 Collider Event.

Automate Communication and Lists

In the past, you may have used "Export Submission: and imported lists into Hubspot for additional communication. (This can be time consuming and not neccessary given the form submission is on the same platform.)

Now, you can create a workflow that automated communications such as "Confirmation email" or "Event reminders." Using this example, as shown below you can have the invitation email be the start of the workflopw and set two scenarios of those that have RSVP and those that have not.

Next Steps

Collaborate with Marketing

Through this process you can work with Marketing early in the process to plan out the different emails you'll want to create.

Automate the workflow

Reach out to POps or MC|Mail Genius thread to automate your next event attendance or list for future communications.

Referenced Sources:

• Hubspot form
• Send or schedule emails
• List Building
• Hubspot workflow