Quick start
- Navigate to Automation in the main navigation menu.
- Select Workflows.
- Click Create Workflow. You can choose a blank canvas or select an available event template to start.
Follow the detailed steps below to complete the setup.
You just launched a massive virtual summit. 500 people registered. You are pumped. The marketing worked. But then reality sets in. You realize you have to manually send the calendar invites, the 24-hour reminders, and the 1-hour “we are starting” emails.
You get busy putting out a client fire and forget to send the 1-hour reminder. Half the people do not show up. Then, after the event, it takes you three days to download the attendee CSV and manually upload it to your email software just to send the replay link. The leads go absolutely cold. You lost the momentum, and you lost the sales.
You cannot scale an agency if you are manually managing event follow-ups. HighLevel fixes this instantly with Events and Workflows Integration. You can connect your event registrations and live check-ins directly to your automations to send reminders, unlock content, and close deals on absolute autopilot. Let us build your ultimate event journey.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Create the Event Workflow
Let us build the engine that runs your event in the background.
- Navigate to Automation in the main navigation menu.
- Select Workflows.
- Click Create Workflow. You can choose a blank canvas or select an available event template to start.
Part 2: Set Your Event Triggers
Tell the system exactly what action should start the automation.
- In the workflow builder, click to add your trigger.
- Choose Event Registration to start the flow the second someone buys a ticket, or choose Event Checked In to trigger actions the moment they arrive at the venue.
- Use the filters to get specific. You can filter by specific event names, ticket types (like VIP vs. Free), or registration status so the right people get the right messages.
Part 3: Branch Your Logic with Event Data
You do not need to build ten different workflows for one event. Use conditional logic.
- Add an if/else branch to your workflow.
- Use event data fields to create personalized paths. For example, check the ticket type. Route your VIP ticket holders down a path that sends them exclusive prep materials, and route your free attendees down a path that offers them a VIP upgrade.
Part 4: Time Everything Perfectly
Stop calculating dates on a calendar. Let the system do the math.
- Add a Wait action to your workflow.
- Select event-relative timing. Tell the system to wait until [X days/hours] before the event to automatically fire off your reminder emails.
- Add another Wait step after the event. Tell it to wait [X days/hours] after the event to automatically send your thank-you messages, replay links, and feedback surveys.
Part 5: Test and Activate
Never launch an event sequence blindly. Let us make sure it is flawless.
- Use the workflow test mode or create a dummy registration to verify that your timing and actions execute exactly as expected.
- Once testing is complete and the logic is dialed in, click Publish. Your event automation is now completely hands-free.
Connecting your events to workflows ensures every single attendee gets a VIP experience while you focus on actually delivering a great presentation.
Frequently Asked Questions
How do I create the Event Workflow?
Let us build the engine that runs your event in the background. Navigate to Automation in the main navigation menu. Select Workflows. Click Create Workflow. You can choose a blank canvas or select an available event template to start.
What should I know about set Your Event Triggers?
Tell the system exactly what action should start the automation. In the workflow builder, click to add your trigger. Choose Event Registration to start the flow the second someone buys a ticket, or choose Event Checked In to trigger actions the moment they arrive at the venue. Use the filters to get specific. You can filter by specific event names, ticket types (like VIP vs. Free), or registration status so the right people get the right messages.
What should I know about branch Your Logic with Event Data?
You do not need to build ten different workflows for one event. Use conditional logic. Add an if/else branch to your workflow. Use event data fields to create personalized paths. For example, check the ticket type. Route your VIP ticket holders down a path that sends them exclusive prep materials, and route your free attendees down a path that offers them a VIP upgrade.
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