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Registration to attendance: confirmation, reminders, and a follow up split on who turned up

EventsContactMarketing Hub ProfessionalIntermediate~75 min to buildFull spec

Outcome. Someone registers and gets a confirmation in seconds, a reminder seven days out, a practical reminder the day before, and then a follow up that depends on whether they actually walked in, with the no shows kept separate from the attendees instead of both getting the same thank you email.

Workflow map Enrollment, branches and actions at a glance events-001
flowchart TD
    A[Registered for this edition] --> B[Attended = unknown]
    B --> C{First event date blank?}
    C -->|yes| D[First event date = edition start]
    C -->|no| E[Send confirmation]
    D --> E
    E --> F[Delay until 7 days before]
    F --> G{Cancelled or transferred?}
    G -->|yes| H[End]
    G -->|no| I[Send reminder at 7 days]
    I --> J[Delay until 1 day before]
    J --> K{Ticket type?}
    K -->|speaker or sponsor pass| L[Send crew reminder]
    K -->|other| M[Send attendee reminder]
    L --> N[Wait until Attended is set, 7 day expiry]
    M --> N
    N --> O{Attended?}
    O -->|attended or partial| P[Count plus 1, thank you with recordings, attendee list]
    O -->|no show| Q[Recording email, no show list]
    O -->|still unknown| R[Alert registration owner, import task]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when registration and attendance are two different numbers you care about, which is every paid event, every physical event, and every webinar where the recording matters.
  • UseUse it when you run more than one edition or more than one event a year, since the delays run off a date property rather than off dates typed into the workflow.
  • SkipDo not use it as the ticketing system. It reads registration, it does not sell a place, allocate a seat or take payment.
  • SkipDo not use it when nobody will import the badge scan file. Without an attendance source every contact stays at not yet known, the final branch never fires, and you have built three emails and a dead end.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.13 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.10 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.7 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.4 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library, 149 EUR

or the events pack, 39 EUR

One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.