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