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Registration & Automation Ops Skill

registration-ops

Use when configuring registration flows, reminders, and data sync for

SKILL.md

Full skill instructions

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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