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Zhongwei Li
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name: registration-ops
description: Use when configuring registration flows, reminders, and data sync for
webinars.
---
# 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
1. **Form Design** required vs optional fields, consent language, dynamic questions.
2. **Routing & Scoring** assign program statuses, lead scores, account ownership.
3. **Automation** confirmation emails, reminder cadence, SMS/push (if used), calendar holds.
4. **Integrations** API/connector setup (Zoom + HubSpot, ON24 + Marketo, etc.), field mapping.
5. **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.
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