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.