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.