1.Captures new registration record
Integrate TrackVia and registration views to map recipient email, name, scheduled send date, and merge fields to trigger reminders.
Send session reminder emails to attendees when created
Automatically monitor new record created in a TrackVia configured view across TrackVia, Formatter by Zapier, Delay by Zapier, and Mailchimp Transactional. Send session reminders when registration created, send date is set, or recipient email is presentβso you can personalize sender details, schedule the send, and deliver transactional emails without manual sending.
How this automation sends session reminders automatically
When a new registration record is created in TrackVia, coordinators face delayed confirmations and manual follow-up. This automation maps fields, schedules sends, and sends transactional emailsβso your attendees get timely reminders without chasing each batch.
TrackViaor swap with your favorite app
2.Extracts sender display name
Integrate Formatter by Zapier and text transform tools to extract sender display name and map it to the transactional From name.
Formatter by Zapieror swap with your favorite app
3.Delays until scheduled send date
Integrate Delay by Zapier and scheduling delays to run Delay Until with the record send date or send immediately.
Delay by Zapieror swap with your favorite app
4.Sends transactional reminder email
Integrate Mailchimp Transactional and email templating tools to send the reminder with merge tags and add a coordinator BCC.
Mailchimp Transactionalor swap with your favorite app
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Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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